MoxiBalance

MoxiBalance

Moxiworks
W2 Mate

W2 Mate

Real Business Solutions
+
+

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About

MoxiBalance completely automates your agent reporting so January 30 will always be smooth sailing. 2023 brings tough new 1099 reporting obligations from the IRS. Now is the time to eliminate your compliance headaches forever. No more scrambling at the end of each month to give agents a report. Cap status or commissions; agents can access their info anytime, and brokerages can collect payments through the portal. Easily print checks or handle direct deposits in the same workflow. Closing and reporting templates tackle fixed or variable costs, supporting routine billing and payouts or unique one-off receipts. MoxiBalance can collect earnest or escrow money directly from the consumer and hold the money separate from other day-to-day items, so it's super easy to send that money back out at closing. Many brokerages are offering competitive splits, capping, and fee structures, that's a lot of manual work for admins. Our templates allow you to apply unique payouts without manual calculation.

About

W2 Mate 2025 is W2 and 1099 tool for preparing, importing, filing, and printing year-end tax forms. It is one of the most complete and reliable W2 and 1099 filing applications on the market, trusted by thousands of businesses, tax professionals, nonprofits, banks, and government agencies for over two decades. It supports W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, 1098-T, and additional information return forms. It allows unlimited companies, employees, payers, and recipients, making it useful for accountants, bookkeepers, and filing service providers handling multiple clients. W2 Mate can print on pre-printed W2 and 1099 forms, print required recipient and state copies on blank paper, generate printing labels, create secure PDF W2 and 1099 statements, and automatically calculate totals for W3 and 1096 summary transmittal forms.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in search of a solution to manage and optimize their financial reporting operations

Audience

Payroll service providers who need desktop W2 and 1099 software to prepare, import, print, e-file, and manage year-end tax forms for many clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moxiworks
Founded: 2010
United States
moxiworks.com/back-office/

Company Information

Real Business Solutions
United States
www.realtaxtools.com/W2-Mate.html

Alternatives

Alternatives

Account Ability

Account Ability

IDMS Account Ability
1099-Etc

1099-Etc

Advanced Micro Solutions
1099Pro

1099Pro

Sovos
AATRIX eFile

AATRIX eFile

Aatrix Software

Categories

Categories

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Docusign
QuickBooks Online
dotloop

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
Docusign
QuickBooks Online
dotloop
Claim MoxiBalance and update features and information
Claim MoxiBalance and update features and information
Claim W2 Mate and update features and information
Claim W2 Mate and update features and information