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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 FileString?

FileString is an intuitive cloud-based service that adds a digital string to important files you distribute, allowing you to oversee and control how recipients interact with your documents, including their ability to view, download, and print them. This straightforward file-sharing solution ensures the protection of your vital files. With FileString, only those you specifically allow can access, forward, or print the documents you send. You can monitor recipient engagement meticulously, tracking details such as the duration of their file views, and you will receive notifications via email whenever files are accessed, printed, or downloaded, depending on the permissions you set. Your library is neatly organized by individual, providing a clear view of all files sent to each recipient, as well as any files they have shared back with you. Should you need to, with a simple click, you can revoke access to all files shared with a particular individual, thus maintaining strict control over your documents. Furthermore, you can elevate the security of your files by adjusting each recipient’s permissions for viewing, forwarding, printing, and downloading, while also having the option to incorporate a watermark for added protection. If circumstances change, you can swiftly remove access for specific recipients, effectively ensuring they can no longer retrieve any distributed copies. This robust level of control and security makes FileString an essential resource for anyone tasked with sharing confidential information safely and efficiently. Additionally, its user-friendly interface ensures that even those who may not be tech-savvy can navigate the platform with ease.

Media

Media

Integrations Supported

Adobe Acrobat
Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Dropbox
Google Drive
LinkedIn
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Integrations Supported

Adobe Acrobat
Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Dropbox
Google Drive
LinkedIn
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$2 per month
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

FileString

Date Founded

2012

Company Location

United States

Company Website

www.filestring.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

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

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