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What is MailMergic?

If you have ever copied names from a spreadsheet into hundreds of certificates by hand, MailMergic (formerly PDF Mail Merger) was built for you. It creates one personalized document for every row of your Excel, CSV or Google Sheets list and can email each one to the right person. Who uses it: schools and course providers, nonprofits, HR and finance teams, law firms, property managers and agencies. Teams at Novartis, BMW and Verizon use it alongside one-person training businesses. What they make: certificates of completion, address labels and name badges, year-end donation receipts, invoices, letters, contracts, and tax and HR forms such as 1095-C. Google Forms responses work too, so every response can become its own PDF. How it works: upload a template (a fillable PDF form, any PDF layout, a Word file or an Excel file), connect your list, and place each column where it belongs. A live preview shows any row as a finished document. One click creates all of them, as separate files or one combined PDF, named from your own data. Before anything is created, an AI data check spots typos, inconsistent names and broken dates, and fixes each one in a click. Then every document can go out as a personal email attachment from your own Gmail, a verified address or your company's mail server, with delivery, open and bounce tracking. For more advanced needs: a unique PDF password per recipient, digital signatures, barcodes and QR codes, dynamic images, brand fonts, Word IF fields, Zapier, a REST API and a free Google Sheets add-on. Privacy: hosted in the EU, GDPR compliant, and you choose how long files are kept, from 5 minutes to 180 days. An offline desktop app for Windows and macOS processes everything on your own computer. MailMergic GmbH has built it in Germany since 2019, with email support in five languages. The free plan needs no credit card; paid plans start at $39 per month billed yearly, with a 30-day money-back guarantee.

What is BoomTax?

BoomTax is a comprehensive software solution approved by the IRS, designed for the efficient management of e-filing various tax forms, including 1099, W-2, 1095-B, and 1095-C, all within a unified platform. It enhances the filing process by enabling users to effortlessly drag and drop tax data from a multitude of sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also performing automatic data validation, error identification, and TIN matching against IRS records before submission. Additionally, the software is equipped with compliance tools that verify recipient Tax Identification Numbers, validate Employer Identification Numbers, address discrepancies, and highlight issues with form data prior to submission. Moreover, BoomTax facilitates the distribution of recipient copies through both mail and electronic delivery, overseeing all elements of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users have the ability to file their documents directly with the IRS and SSA, track the progress of their filings in real time, and receive notifications upon acceptance of their submissions, making it an all-encompassing solution for tax management. This enhanced efficiency not only streamlines the filing process but also significantly reduces the likelihood of expensive mistakes during tax season. Furthermore, BoomTax's user-friendly interface and robust features make it an ideal choice for businesses looking to simplify their tax compliance efforts.

Media

Media

Integrations Supported

Microsoft Excel
Google Sheets
Google Workspace
Microsoft Word
Zapier

Integrations Supported

Microsoft Excel
ADP DataCloud
FreshBooks
Insperity
QuickBooks Online
Sage 100
Sage Intacct
UKG Pro
Workday HCM
Xero
Zoho Books
Zoho CRM

API Availability

Has API

API Availability

Pricing Information

$0 per month
Always-Free: $0, 25 documents per month, watermarked, no credit card.
Pro: $39 per month billed yearly ($59 month to month), 1,000 documents per month, email delivery, Zapier and API.
Enterprise: $66 per month billed yearly ($99 month to month), 10,000 documents per month, 5 users, custom SMTP.
Desktop Offline App: $107 per month billed yearly ($129 month to month), unlimited documents, processed on your own computer.
30-day money-back guarantee on every paid plan.
Free Version
Free Trial Offered?

Pricing Information

$2.49 per form
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

MailMergic GmbH

Date Founded

2019

Company Location

Germany

Company Website

mailmergic.com

Company Facts

Organization Name

BoomTax

Date Founded

2015

Company Location

United States

Company Website

boomtax.com

Categories and Features

Mail Merge

Not specified

PDF

Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

Categories and Features

Tax Preparation

Not specified

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