OctoTools

OctoTools

JBM Systems
W2 Mate

W2 Mate

Real Business Solutions
+
+

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About

OctoTools is a document management tool that encompasses Variable Data Printing Software, Forms Design, Report Formatting, Electronic Distribution, Printing, and Text to PDF conversion. Once set up, OctoTools runs automatically to provide high volume throughput without operator involvement. OctoTools is composed of two main modules; OctoDesigner and OctoToolsRTE (Run-Time Engine). Pre-printed and multi-part forms can be eliminated. Automated batch processing and distribution of forms is enabled. Printing, paper supplies, and associated overhead can be significantly reduced. Easy to implement barcodes including 25 styles, POSTNET and 2-D PDF417. MICR checks can be created on blank check stock. 128 bit Acrobat compatible encryption is available. For maximum security, each user or group can have its own key. Data is universally available electronically through Adobe supported PDF files. PDFs exactly match the print output since a single template is used for both printing and conversion.

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 searching for a forms design and variable data printing solution

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:

Review this Software

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

JBM Systems
Founded: 2001
United States
jbmsystems.com/octotools.html

Company Information

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

Alternatives

Alternatives

Account Ability

Account Ability

IDMS Account Ability
OCTO

OCTO

TCG Process
OctoData

OctoData

SoyHuCe
1099-Etc

1099-Etc

Advanced Micro Solutions
1099Pro

1099Pro

Sovos
AATRIX eFile

AATRIX eFile

Aatrix Software

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS
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