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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 Formis?

Formis is a specialized tool for construction project management that aims to simplify crucial functions such as RFIs, submittals, transmittals, document control, and approvals, specifically crafted for general contractors who want to oversee projects without the high expenses associated with traditional enterprise software or significant implementation costs. Its user-friendly self-service form builder and workflow engine empower project managers to create forms, set up routing and approval workflows, and adjust notifications on their own, removing the dependence on outside consultants and facilitating personalized workflows. Functioning as a single source of truth, Formis keeps a detailed document register that monitors versions, revisions, and transmittals along with tracking acknowledgments, allowing users to interact with external partners without incurring extra expenses for additional paid seats. When team members need quick access to answers within indexed project documents, Formis AI efficiently pulls relevant details, citing the exact sheet and page before an RFI is submitted, which boosts team productivity while still respecting the knowledge of the Engineer of Record. Additionally, the pricing structure is uncomplicated, based on the number of user seats, with transparent and published rates, and notably, there are no setup costs, making it an attractive option for teams aiming to enhance their project management efficiency. The integration of these features and the commitment to clear pricing allows teams to concentrate on their construction projects without the burden of unnecessary financial stress, ensuring a more streamlined approach to project management. Overall, Formis represents a modern solution to the challenges faced in construction project management, providing both utility and value.

Media

Media

No images available

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 Version
Free Trial Offered?

Pricing Information

$80/month
Free Version
Free Trial Offered?

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

Formis

Date Founded

2025

Company Location

United States

Company Website

useformis.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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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