Company Website

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 98 Ratings

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 Sovos?

Sovos stands as an international leader in delivering tax, compliance, and trust solutions that empower businesses to confidently navigate a complex regulatory landscape. With over 100,000 clients spanning more than 100 countries, including a significant portion of the Fortune 500, Sovos is a trusted partner for compliance solutions. The company processes upwards of three billion transactions each year across 19,000 tax jurisdictions worldwide. Supported by an extensive partner network comprising over 400 members, Sovos offers a matchless global resource for businesses across diverse industries and regions. Established in 1979, Sovos has expanded its operations throughout the Americas and Europe, and currently operates under the ownership of Hg and TA Associates. With a commitment to innovation, Sovos continues to adapt to the evolving needs of its clients, solidifying its position as a key player in the compliance landscape.

Media

Media

Integrations Supported

1099Pro
Advantage
Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Epicor Kinetic
Esker
Fastfill
Greenshades
Magento
Microsoft Dynamics 365
ReportMyUP
SAP Business One
SAP Cloud Platform
SAP S/4HANA
SAP S/4HANA Finance
SOFTRAX Revenue Management System
Salesforce
ShipCompliant
TINCheck

Integrations Supported

1099Pro
Advantage
Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Epicor Kinetic
Esker
Fastfill
Greenshades
Magento
Microsoft Dynamics 365
ReportMyUP
SAP Business One
SAP Cloud Platform
SAP S/4HANA
SAP S/4HANA Finance
SOFTRAX Revenue Management System
Salesforce
ShipCompliant
TINCheck

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$19.95/month
TINCheck (powered by Sovos)

Real-time TIN/taxpayer identity verification against IRS, OFAC, and Death Master File:

- Monthly subscriptions starting at $19.95/month-
- Prepaid plans starting at $49.95.
- Bulk TIN Matching starting at $185 per file upload.

eFileMyForms (powered by Sovos)

Online eFiling for 1099, W-2, ACA (1095), 1042-S, CA 592-B, and more — no monthly fees:

- 1099, W-2 & related forms starting at $2.99/form (eFile only) or $4.89/form (eFile + Print & Mail).
- ACA Forms starting at $3.49/form (eFile only) or $4.89/form (eFile + Print & Mail).
- Form 1042-S starting at $5.69/form (eFile only) or $7.59/form (eFile + Print & Mail).
- CA 592-B starting at $5.29/form

ReportMyUP (powered by Sovos)

Unclaimed property compliance — automated dormancy analysis, NAUPA-compliant reporting, and one-click eFile for 30+ states:

- Starting at $299/year — includes a 7-day free trial.

1099Pro (powered by Sovos)

Cloud-based 1099 & W-2 filing platform supporting 15+ form types:

- eFile Only starting at $449/year.
- eFile + Print & Mail starting at $669/year.
- eFile + Print & Mail + eDelivery starting at $714/year.
- All plans include a 7-day free trial.

Aatrix (powered by Sovos)

W-2 and 1099 eFiling integrated with 30+ payroll and accounting solutions — pay per filing, no subscription required:

- W-2 eFiling starting at $0.55/employee (minimum $27.99 per filing).
- 1099 eFiling starting at $0.55/recipient (minimum $27.99 per filing).

Sovos (Enterprise)

Enterprise-grade tax compliance and regulatory reporting platform:

- Custom pricing — contact Sovos Sales for a quote
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

Sovos

Date Founded

1979

Company Location

United States

Company Website

sovos.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

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

Crypto Tax

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Sales Tax

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Popular Alternatives

Popular Alternatives

Vertex Reviews & Ratings

Vertex

Vertex Inc.
Account Ability Reviews & Ratings

Account Ability

IDMS Account Ability
1099-Etc Reviews & Ratings

1099-Etc

Advanced Micro Solutions
EXEMPTAX Reviews & Ratings

EXEMPTAX

DACENSO
1099Pro Reviews & Ratings

1099Pro

Sovos
1099Pro Reviews & Ratings

1099Pro

Sovos