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What is W2 Mate?

W2 Mate 2025 is an all-encompassing software solution designed for the preparation, import, filing, and printing of year-end tax documents, particularly W2s and 1099s. Over the last two decades, it has earned a strong reputation among businesses, tax professionals, nonprofits, financial institutions, and government entities for its reliability and rich array of features. The platform is capable of handling a variety of forms, including but not limited to W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, and 1098-T, alongside other information returns. Tailored to meet the needs of accountants, bookkeepers, and filing service providers who manage multiple clients, it allows for an unlimited number of companies, employees, payers, and recipients. In addition to its adaptability, W2 Mate can print on pre-printed W2 and 1099 forms, generate necessary copies for recipients and states on blank paper, create printing labels, and provide secure PDF statements for W2 and 1099 forms. It also streamlines the tax filing process by automating total calculations for W3 and 1096 summary transmittal forms, making tax preparation more efficient. Ultimately, W2 Mate stands out as an essential tool for anyone responsible for handling year-end tax documentation with precision and ease. Its comprehensive capabilities significantly reduce the administrative burden, enabling users to focus on more strategic financial tasks.

What is Churchsoft Assist?

Assist 2023 is a versatile and powerful platform for church management and fund accounting that operates seamlessly on both desktop and cloud environments, designed to assist congregations in strengthening their connections through an intuitive interface for handling contributions, ministry activities, and financial management. With the advantage of unlimited user access, installations, and contact entries, it also offers free data transfers, secure backups, a mobile application, initial training sessions, remote help, and ongoing updates without any subscription fees. The software includes various modules for tracking contributions, pledges, and budgets, alongside a fully integrated General Ledger that supports payroll functions for 941 and 1099 forms, as well as a flexible Letters app that allows for SMS, email, and PDF communications using customizable templates, along with options for printing labels and flyers. Key features include fund accounting organized by bank, fund, budget group, and category, as well as comprehensive reporting capabilities such as tithing statements, budget comparisons, profit and loss reports, and transaction summaries, establishing it as a complete solution for managing church finances. In addition to these functionalities, the platform empowers churches to ensure transparency and efficiency in their financial practices, ultimately nurturing a more cohesive community atmosphere while simplifying administrative tasks. This comprehensive approach enables congregations to focus more on their mission and community engagement rather than on the intricacies of financial management.

Media

Media

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Integrations Supported

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Integrations Supported

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Real Business Solutions

Company Location

United States

Company Website

www.realtaxtools.com/W2-Mate.html

Company Facts

Organization Name

Churchsoft

Company Website

www.churchsoft.com

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Categories and Features

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

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