Alternatives to eFileMyForms

Compare eFileMyForms alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to eFileMyForms in 2026. Compare features, ratings, user reviews, pricing, and more from eFileMyForms competitors and alternatives in order to make an informed decision for your business.

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    Summ

    Summ

    Summ

    Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
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  • 2
    BoomTax

    BoomTax

    BoomTax

    BoomTax is IRS-authorized 1099 software and ACA software for e-filing 1099, W-2, 1095-B, and 1095-C forms from one platform. It streamlines the filing process by letting teams drag and drop tax data from Excel spreadsheets, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, HCM providers, or other sources, then automatically validating the data, checking for errors, and performing TIN matching against IRS records before filing. Built-in compliance features help validate recipient Tax Identification Numbers, verify Employer Identification Numbers, detect address issues, catch amount discrepancies, and flag form data problems before submission. BoomTax supports sending recipient copies by mail or e-delivery, handling printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Teams can e-file directly with the IRS and SSA, track filing status in real time, and receive notifications when filings are accepted.
    Starting Price: $2.49 per form
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    1099Pro

    1099Pro

    Sovos

    1099 Pro Cloud is an IRS-compliant eFiling platform designed to simplify tax form reporting and compliance for businesses of all sizes. The platform supports electronic filing for forms such as 1099-NEC, 1099-MISC, 1098, 1042-S, W-2, and many additional tax forms. Businesses can automate TIN matching to validate recipient information and reduce costly IRS penalties, corrections, and compliance issues. The software streamlines tax reporting workflows through bulk uploads, automated validation, electronic filing, recipient delivery, and real-time tracking tools. Users can import data through CSV files, Excel spreadsheets, or manual entry while the system checks for errors and compliance issues before submission. 1099 Pro Cloud also offers print and mail services along with secure eDelivery options to simplify recipient distribution and communication. The platform supports direct state reporting and Combined Federal State Filing programs.
    Starting Price: $269 one-time payment
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    Tax1099

    Tax1099

    Zenwork

    Easily create, verify, and file your 1099 MISC forms and more with the Federal & State compliant e-filing platform - Tax1099. Trusted by 100,000+ businesses. Join us today! Access all your payers or companies in one place. File any type of form for any payer from your account. Simply create multiple payer profiles, or import your data to get started. Avoid time-consuming compliance procedures with our guided notice management tool. The in-built notice management dashboard allows you to organize your communications with the IRS and other involved parties. Protect confidential information with our 256-bit bank-grade security features. Disable unauthorized access to your data with two-factor authentication. Add users and assign authority to select users. Restrict or permit users from viewing all the data on your account.
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    efile4Biz

    efile4Biz

    efile4Biz

    Our easy-to-use interface will have you filing forms in just minutes so you can spend time on what matters most to you. You can enter your data manually, via an Excel template, or using accounting apps like QuickBooks and Xero. With traditional software, you do most of the work. Instead, enter data and let us process, print, mail, and file for you. Your business is in good hands. As an authorized IRS transmitter, we're committed to secure and accurate e-filing. Whether you're filing one form or thousands, filing your 1099s, W-2s and ACA forms online eliminates steps, saving you precious time. Simply fill out your form(s) directly and securely on our website and submit your order. We take care of printing and mailing the forms to your recipients, as well as e-filing your forms directly with the IRS or SSA. Upload them all at once with our Excel templates, or import directly from QuickBooks and Xero to save even more time.
    Starting Price: $149 per year
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    1099FIRE Software

    1099FIRE Software

    National Software

    1099FIRE is a subsidiary of National Software, an Arizona Corporation. 1099FIRE focuses solely on the information reporting industry. We develop and maintain software for year-end information compliance of 1042-S, 1097-BTC, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, 8966 FATCA, W-2G and W-2 forms as well as the new ACA 1095-B and 1095-C forms. 1099FIRE develops and markets a comprehensive range of products that enables any size of business or institution to effectively manage and comply with year-end filing requirements. The nature of our software reflects our approach to program design. We know that to really save you time and money the software needs to be super easy to use. You want to able to sit down and start working. With that in mind, we develop software that is straightforward, easy to install, and easy to use.
    Starting Price: $289.95 one-time payment
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    TaxBandits

    TaxBandits

    TaxBandits

    TaxBandits is an IRS-authorized e-filing solution for 1099, W-2, W-9, 1095, 941, 940, and other business tax forms, built to help businesses, accounting firms, payroll providers, and platforms file securely and accurately from one account. It supports year-end tax filing, payroll tax filing, ACA reporting, W-9 management, TIN matching, recipient copy distribution, postal mailing, e-delivery, corrections, and real-time filing status tracking. Users can import data through Excel, Google Sheets, CSV uploads, Smart Upload, IRIS uploads, copy-and-paste tools, accounting software integrations, or API workflows, then validate records before transmitting forms to the IRS, SSA, or state agencies. TaxBandits helps reduce filing errors with built-in data validations, accuracy checks, TIN matching, EIN verification, recipient address checks, and compliance alerts. Its W-9 Manager lets teams request, collect, and manage W-9 and W-8 forms from vendors in one place.
    Starting Price: $5.95 per form
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    1099-Etc

    1099-Etc

    Advanced Micro Solutions

    Preparing year-end forms has never been easier! The W-2/1099 Forms Filer prepares W-2s, all 1099s and many other forms for year-end payroll processing. For 2020 and later, the forms filer software handles the 1099-NEC form. The W-2/1099 Forms Filer is required for all other modules. The Affordable Care Act Filer for 1099-etc by Advanced Micro Solutions can help you save time and money by providing you with the tools to meet your ACA reporting needs. The ACA Filer supports Affordable Care Act reporting, and it will automatically fill in Form 1095-B, Form 1095-C, and the associated 1094 transmittal forms for printing on pre-printed forms or blank paper (Software Generated Forms module required) for you to mail. Electronic filing of the ACA Form 1095-B and Form 1095-C is also included.
    Starting Price: $75 one-time payment
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    10XX.ai

    10XX.ai

    10XX.ai

    10XX.ai provides real-time and bulk IRS TIN matching for 1099 compliance, helping teams verify TINs before they file, reduce B-Notices, and automate 1099 e-filing through AI-assisted compliance rails. It is built to make 1099 compliance feel invisible, from data prep to e-file to recipient delivery, so operators can focus on the business instead of manual tax workflows. It supports TIN and name combination validation against IRS records, allowing teams to identify mismatches earlier, clean vendor or contractor records, and reduce filing errors before submission. 10XX.ai is designed for both real-time verification and bulk TIN matching, making it useful for onboarding new payees, validating existing vendor lists, and preparing large datasets ahead of tax season. Its workflow helps reduce back-and-forth with vendors, improve the quality of information returns, and lower the risk of notices or corrections caused by inaccurate taxpayer information.
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    ComplyRight

    ComplyRight

    ComplyRight

    Helps employers, payroll services and benefits providers meet ACA requirements for healthcare coverage reporting to the IRS. Facilitates creating and printing IRS forms 1094 and 1095 (versions B and C) and e-filing form data with the IRS. Easy-to-use software supports printing on both preprinted and blank forms. Corresponding forms and security envelopes also available from ComplyRight. At ComplyRight, our mission is to free employers from the burden of tracking and complying with the complex web of federal, state and local employment laws, so they can stay focused on managing and growing their businesses. ACA reporting requirements are simplified with this Windows-based software that’s designed to accommodate users seeking to create, print and deliver 1094-B, 1095-B, 1094-C and 1095-C forms to employees, and then file them with the IRS. Step-by-step instructions guide you through the filing process and provided templates allow you to import the form data from MS Excel®.
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    Yearli

    Yearli

    Greatland

    Yearli by Greatland is a complete federal, state, and recipient W-2, 1099 and 1095 filing program. Simply enter or import your data and Yearli will file to the federal government, or applicable state agency and send (via email and mail) copies to your recipients. Yearli has three options designed to fit your budget and business needs. Greatland's team of skilled W-2, 1099 and 1095 reporting advisers are the most experienced wage and income reporting advisers - period! In fact, our team employs more than 125 wage and income reporting experts dedicated to W-2, 1099 and 1095 filing. Greatland highly values the security and confidentiality of its customers. To that end, Yearli online filing products have undergone a number of security assessments that have been tested and validated by third-party auditors. Specifically, these improvements were made to comply with the Service Organization Control Reports SOC 2 certification.
    Starting Price: $99 per year
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    iExempt

    iExempt

    iExempt

    iExempt, Electronic Resale Certificate Forms With Real-Time State Verification. Save 90% Of Your Time Dealing With Tax Exempt Buyers. iExempt verifies your buyers tax-exempt valid with their State tax authority! Our cloud-based electronic guided resale certificate forms ensure your buyers cannot make a mistake submitting their documentation! Our software notifies you upon upcoming resale certificate expiration dates! Sets up in minutes & is compatible with all invoicing software. Our Electronic Resale Certificates Virtually Eliminates Human Error & Fraud. iExempt Is The Only Service Of Its Kind To Ensure Compliance With State Tax-Exemption Laws. Features: Foolproof Submissions. Our system validates your states resale certificate form in real-time eliminating errors that could prove costly in an audit. Try a Demonstration. Real-Time Verifications. Real-time state verification eliminates fraud and is crucial to passing a state tax audit.
    Starting Price: $29.95 per month
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    Account Ability

    Account Ability

    IDMS Account Ability

    1095, 1098, 1099, 3921, 3922, 5498, W-2G, W-2, W-2C Electronic Reporting Software with IRS ACA Compliance. Account Ability includes Electronic Reporting and Bulk TIN Matching for the entire family of information returns (1095-B1 1095-C1 1098 1098-C 1098-E 1098-T 1099-A 1099-B 1099-C 1099-CAP 1099-DIV 1099-G 1099-INT 1099-K 1099-LTC 1099-MISC 1099-NEC 1099-OID 1099-PATR 1099-Q 1099-R 1099-S 1099-SA 3921 3922 5498 5498-ESA 5498-SA W-2G) and annual wage reports (W-2 W-2C) 1Optional ACA add-on.
    Starting Price: $499.95/Year
  • 14
    Intuit FormFly

    Intuit FormFly

    Intuit FormFly

    Add 1099 e-file and delivery capabilities to your platform with a few lines of code. Intuit FormFly is the 1099 API that's built for tax season. Use Intuit FormFly's APIs to send 1099s directly to the IRS FIRE system. Automatically send physical mailings via USPS — fulfilling your obligations to recipients. Webhooks tell you exactly where your forms are with the IRS and USPS. Intuit's infrastructure handles millions of 1099s every tax season. Be ready for the spike in traffic driven by unmoving IRS deadlines. Integrate into your own platform to handle e-delivery needs. FormFly’s APIs are organized around REST. Our APIs have predictable, resource-oriented URLs, use HTTP response codes, and additional custom error types to indicate any API errors.
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    Abound

    Abound

    Abound

    Abound is a comprehensive API solution designed to automate and streamline 1099 compliance processes for businesses operating within the independent economy. Our platform offers a suite of tools that facilitate seamless W-9 collection, real-time Tax Identification Number (TIN) verification, and efficient generation and submission of 1099 forms, ensuring adherence to both federal and state-level regulations. By integrating Abound's modern API, businesses can maintain control over user data, reduce errors through automation, and enhance their security posture. Our services are tailored to meet the needs of various industries, including banking, bookkeeping, and invoicing platforms, providing them with the necessary tools to manage tax compliance effectively. With features like bulk filing support, embeddable white-labeled user interfaces, and comprehensive document storage and retention, Abound empowers businesses to own their user experience while ensuring accuracy and compliance.
    Starting Price: $1 per month
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    Payment Rails

    Payment Rails

    Payment Rails

    Payment Rails is a Global Mass Payments automation system. Payment Rails provides end-to-end support for your AP process that includes white-labeled collection of supplier and partner banking/W9/W8 details, a simple API and dashboard to send payments to anyone in over 200 countries in their local currency with an approval process, and 1099/1042 tax-file preparation.
    Starting Price: $49.00/month
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    Laser Link

    Laser Link

    ComplyRight

    Simple, efficient solution for filing tax information returns for unlimited payers and recipients. Supports a comprehensive list of tax reporting forms, including ACA reporting forms. Features Excel import templates, SSN masking, multi-year data retention and built-in e-filing. We use these insights to create practical, affordable solutions that streamline essential tasks while staying’ within the lines’ of those complex laws. We complement these solutions with educational content and actionable guidance to help employers act in their own best interest while still doing right by employees. From hiring and training, to time tracking and recordkeeping, to labor law posting and tax information reporting, our innovative products and services address the real‑world challenges employers face every day. At ComplyRight, our mission is to free employers from the burden of tracking and complying with the complex web of federal, state and local employment laws.
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    ACA Elevate
    The Affordable Care Act (ACA) imposes demanding reporting responsibilities on employers each calendar year since 2015. The reporting stipulation states that an information return will be prepared for each applicable employee, and these returns must be filed with the IRS using a single transmittal form (Form 1094-B & 1095-B or Form 1094-C & 1095-C). The filing requirements are based on an employer’s health plan and the number of employees. Inability to file or report correctly will result in numerous and expensive fines for employers. Automatic access to eFiling with the IRS, plus mailing services and streamlined corrections process available. Real time access to training videos and Q&A guide, your ACA workbook, and the ability to view draft forms and make changes online anytime.
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    TaxRight

    TaxRight

    ComplyRight

    The leading small business software for printing and filing W-2 and 1099 forms. All-in-one kits include software, paper forms, envelopes and 5 free e-filings. Highly intuitive software mirrors actual IRS forms on screen. Complete selection of tax reporting forms also available from ComplyRight. Report payments other than wages, tips and salaries, such as miscellaneous income, to non-employees made in the course of a trade or business with 1099-NEC forms. Forms printed with heat-resistant ink for use with most inkjet & laser printers. Tip sheet with minimum requirements, penalties, common errors, and do’s and don’ts of filing. Provides everything you need to process reports for miscellaneous fees made to non-employees such as independent contractors, consultants, attorneys, vendors, healthcare professionals, trainers, guest speakers or freelancers.
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    ATX

    ATX

    Wolters Kluwer

    The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.
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    TIN Comply

    TIN Comply

    TIN Comply

    TIN Comply is a vendor compliance platform for IRS TIN matching, EIN lookup, W-9 collection, sanctions screening, B-Notice workflow, reporting, API integration, and managed compliance services. It acts as the validation layer between the point where vendor data enters an organization and the point where it creates an IRS problem, helping teams catch bad data before payment, onboarding, or 1099 filing. TIN Comply provides automated tools to resolve IRS TIN/name mismatches by combining real-time validation, EIN discovery, and secure W-9 collection. It gives result details, not just pass/fail, helping teams understand whether a record failed because of a name mismatch, wrong TIN type, or invalid TIN, so outreach asks for the right correction. Its guided electronic W-9 portal includes field-level instructions, e-signature, centralized storage, automatic correction outreach, and revalidation when updated forms are returned.
    Starting Price: $20 per month
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    TinCorrect

    TinCorrect

    TinCorrect

    TINCorrect automates IRS TIN matching for 1099 compliance, helping teams verify name and TIN combinations before filing, reduce B-Notices, and clean up vendor data with less manual work. Users can upload names and TIN or EIN combinations through a spreadsheet, single entry, or API, with support for up to 100,000 records per batch. TINCorrect validates each name/TIN pair directly against the IRS TIN Matching Program and returns real-time results in seconds or minutes instead of requiring overnight bulk processing. It accepts standard CSV, Excel, and TSV formats, handles IRS formatting behind the scenes, and automatically deduplicates records before processing so teams do not waste capacity on redundant lookups. Beyond raw IRS result codes, TINCorrect provides detailed explanations and recommended next steps for each record, helping users understand whether a mismatch is caused by a missing TIN, invalid TIN, name mismatch, wrong TIN type, duplicate request, or pending EIN.
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    AATRIX eFile

    AATRIX eFile

    Aatrix Software

    Aatrix offers the most comprehensive W2 & 1099 Solution available. Over 350,000 businesses already have the Aatrix W2 & 1099 Solution. It allows you to print or eFile W2's and/or 1099's for Employees, Recipients, Federal, State and Local agencies. The Aatrix W2 & 1099 Complete Solution will print and mail your W2's and/or 1099's the next business day and file your Federal and State W2's and/or 1099's for one low price. Employees can instantly access their W2's and/or 1099's online. The Aatrix W2 & 1099 Solution incorporates corrections, W2C's, reprints and more. The extensive error checking eliminates 99.9% of potential errors, reducing your chances of a fine, penalty or additional filing work. It's no wonder that 97% of users would recommend the Aatrix W2 Solution. This new service offers all other benefits of the Aatrix W2 & 1099 Solution but can be used with any payroll and/or accounts payable software by simply importing a CSV or tab-delimited spreadsheet.
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    CheckMark 1095
    Finally, a simple, easy-to-use, affordable, professional-caliber 1095 Software! Choose from two versions, depending on your needs: E-File or Print for Windows® and Mac®. CheckMark 1095 Software is a low-cost solution that allows Small and Medium-size businesses to report and file or transmit ACA (Affordable Care Act) requirements of health care coverage provided to employees and the IRS. The application is available for both Mac and Windows platforms and has many features including easy and accurate reporting. There are multilevel security and controls over access of the data - the separate users may assist in data entry but will have controlled access to various screens. The application allows for the creation of unlimited databases, companies and employee entities. It also allows for the creation and submission of the required forms to the IRS via paper forms or electronic filing.
    Starting Price: $199.00/one-time
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    StanfordTax

    StanfordTax

    StanfordTax

    StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.
    Starting Price: $18 per month
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    Taxumo

    Taxumo

    Taxumo

    Taxumo is an accredited online tax filing tool in the Philippines, assisting freelancers, self-employed professionals, small business owners, and corporations in filing and paying their taxes efficiently from anywhere at any time. The platform offers automated and accurate computation for all tax forms, including Income Tax Returns (ITRs), Percentage Tax Returns (PTRs), and Value Added Tax (VAT) Returns. Users can file taxes and submit necessary attachments such as the Summary List of Sales and Purchases (SLSP), Quarterly Alphalist of Payees (QAP), and Summary Alphalist of Withholding Taxes (SAWT) directly through the platform. Taxumo provides various payment methods, including bank transfers and e-wallets, to remit tax dues conveniently. The platform also allows users to automatically generate reports required for books of accounts, safely store all tax documents for easy access, and manage business cash flow by tracking income and expenses.
    Starting Price: $399 per month
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    Sprintax

    Sprintax

    Sprintax

    ​Sprintax is an all-in-one tax software platform tailored for nonresidents in the U.S., offering comprehensive solutions for tax determination, withholding, filing, and dividend withholding tax reclaim. For individuals, Sprintax Returns assists in filing U.S. nonresident tax returns (Forms 1040-NR, 1040X, 8843) and claiming FICA tax refunds. It also facilitates the preparation of pre-employment tax forms such as W-4, 8233, W-8BEN, W-7, W-9, and SS-5. Additionally, Sprintax Dividends enables users to reclaim overpaid DWT on overseas investments. For organizations, Sprintax Calculus serves as a tax compliance and withholding software for payroll departments managing international employees, ensuring accurate tax determination and compliance. Sprintax Returns Partners supports U.S. organizations in preparing nonresident tax returns, while Dividends Partners aids in reclaiming cross-border DWT for employees and investors.
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    EasyACCT

    EasyACCT

    Intuit

    Simplify write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. It includes more than 30 forms such as SUTA, 94x, W-2, and 1099. Automatically file 940, 941, and 944 forms with the IRS. (A tax preparer PIN is required.) Export data into Intuit ProConnect Lacerte or ProSeries tax software to get a head start at tax time. ProConnect EasyACCT Write-Up is a robust write-up solution that will help you save time and boost productivity when working with business clients. EasyACCT features more than 30 forms, including SUTA, 94x, W-2, and 1099, and it’s updated regularly. It provides the modules you need to perform all essential accounting operations and end-of-period tasks—including A/P and A/R write-off, adjustments to fixed assets, preparation of compilation reports, and other key functions. All of the key forms you need to serve payroll clients are available. The forms are updated regularly to help keep your clients’ payroll records current.
    Starting Price: $581.40 per year
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    Taxwire

    Taxwire

    Taxwire

    Taxwire is an AI-powered platform designed to automate the entire lifecycle of global sales tax compliance across a company’s finance, billing, commerce, and accounting systems. It enables businesses to monitor tax exposure by identifying nexus across jurisdictions, conduct taxability research, and generate detailed compliance audits using both software and expert support. It automatically maps products to the correct tax rules, handling exemptions, edge cases, and complex scenarios to ensure accurate classification across all jurisdictions. It calculates real-time, rooftop-accurate tax rates using advanced geocoding and jurisdiction resolution, allowing precise tax collection at checkout, invoicing, and across multiple sales channels. Taxwire also manages registrations, back-filings, and ongoing compliance by automating tax filings and payments, while providing a unified inbox for tax notices and alerts with automatic triaging and expert review.
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    Docsmit

    Docsmit

    Docsmit

    Stop filling out forms and filing original return receipts! Paste your recipient's address and your PDF is ready to be sent by snail mail. One-click to send it both certified and regular mail. Mail two thousand as easily as one with no time wasted printing and assembling! Get mailing confirmation straight to your inbox for safekeeping. You'll also get certified and priority mail delivery updates and signed official USPS electronic return receipts. Don't waste time filing original receipts and green cards you'll never need - they're in your inbox and on our site if you ever need them. Slash your Total Cost of Delivery by making it fast and easy to send certified mail. Our print facilities get it done far more efficiently and for less, with no driving to the post office for a "scan in". Send and track certified mail from anywhere. Our mailing Certification and USPS Proof of Delivery is available anywhere. No need to get to the office or the post office for special forms.
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    Paperless Online

    Paperless Online

    Paperless Online

    Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.
    Starting Price: $15 per user per month
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    AY Mail

    AY Mail

    Northern Software

    To create your mailing list you can easily paste your recipients or import them from a wide variety of sources, such as Microsoft Outlook, Outlook Express, other mail programs, CSV or Text files, Excel, databases, etc. Store any information you want for each recipient. When you import your recipients, all their data is preserved and can be used for filtering and mail merge. You can create your own data fields. In addition to text data, you may also store dates, numbers, currencies, etc. Or, simply link to your database or other data source. You can manage the list with your database facilities, and AY Mail will pull your up-to-date information when needed. Grow your mailing list with automatic generation and processing of subscription forms. You can make your subscription forms simple, or you can collect as much data as you want. The forms generated by AY Mail include JavaScript code, which automatically validates user input.
    Starting Price: $189.95/one-time/user
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    CCH Axcess Tax

    CCH Axcess Tax

    Wolters Kluwer

    An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI.
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    Twenty-First Century Loan Servicing
    SERVICE SYSTEM - new Loan Software for windows graphical point and click system with functions for interest accrual based on fixed and variable rates, customer statements and payment processing, aged receivables, delinquency reporting and customer notification, notes/comments with followup triggers collection reports and inquiry display, complete loan account history from origination through payoff, payoff worksheet calculations with prepayment penalty options, late charge assessment and payment reversals,1098 tax forms, investor tracking with distribution payments and 1099 tax forms. Interfaces to loan origination, general ledger system, excel spreadsheet, report writers and custom programs. Credit Bureau reporting in standard metro2 format. ACH interface for automatic payment deposits. Customized professional looking color forms with the company logo, remittance address and phone number.
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    eMail-Lead Grabber
    eMail-Lead Grabber is a web form processing software that enables you to extract email forms from Microsoft Outlook and automatically transfers email forms to your database. When your prospect fills a form on your website such as contact form, feedback form, submit an order or request a quote, the form is e-mailed to you. eMail-Lead Grabber helps you to quickly import these email forms and transfers them into your database. eMail-Lead Grabber enables you to quickly convert emails to ACT! Database. It also supports other databases such as Excel spreadsheet, Text file, Outlook, and more. This email to database software automates manual data entry and helps you quickly reach your prospects by sending personalized auto response emails. The Round Robin Forwarding features in eMail-Lead Grabber automates routing of email leads to your sales team.
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    IRI NextForm

    IRI NextForm

    IRI, The CoSort Company

    IRI NextForm converts and replicates database data and schema, and modernizes file formats and layouts so they can be used in new applications. NextForm also creates federated views to speed insights. NextForm also gives you the opportunity to cull data as you move it, optimizing I/O and reducing storage. Slash 75% off design and run time with point-and-click field mapping that help you control your data with ease. NextForm is one of several data management products front-ended in a free Eclipse IDE, and another metadata-compatible spinoff from the SortCL program in IRI CoSort, NextForm comes in several editions, including a FREE Lite version for converting field data types, record layouts, and many flat-file formats, and for creating basic reports from flat files.
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    National Tax Office

    National Tax Office

    National Tax Office

    National Tax Office provides a professional tax preparation platform and business tools designed to help tax preparers start, manage, and grow a tax preparation business through a centralized digital platform. It functions as an all-in-one environment that includes tax preparation tools, training resources, support services, and integrated financial products required to operate a tax office. It is available as both a web-based and desktop system, allowing preparers to prepare and electronically file federal and state tax returns for individuals and businesses while maintaining access to current and prior-year forms in one place. It supports unlimited electronic filing and enables tax professionals to work from any location while maintaining control and visibility over their business operations. It includes multiple workflow modes, such as step-by-step interview guidance or direct form-based input.
    Starting Price: $199 per month
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    PA File Sight

    PA File Sight

    Power Admin

    Detects ransomware attacks coming from the network and stops them. Supports honeypots and heuristics. Compromised computers are blocked from reaching files on other protected servers on the network. Detects users copying files, and optionally blocks access. Real-time alerts allow appropriate staff to investigate immediately. Requires Ultra features. Audits who is deleting files, moving files or reading files. Often used for compliance purposes. The Ultra version will record this to a database for rich reports. Allow only trusted applications to run which can protect against many forms of malware. Also know as Application Whitelisting.
    Starting Price: $199 one-time payment
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    Close It

    Close It

    Display Systems

    DisplaySoft™ provides Real Estate Closing & Title Software with CFPB and RESPA compliant HUD forms (Closing Disclosure, HUD-1, GFE and our very own HUD Look for quick cash deals), ALTA Statements, Seller Documents, Title Commitments/Policies, 1099 filing, Data Call, Amortization Schedules & Escrow for Title Companies & Real Estate Attorneys. Generates the original HUD-1, GFE & Closing Disclosure for purchase/sale and refinance along with Balance Sheets, separate buyer/seller statements and ALTA forms. Generates a variety of fully built in Deeds, Notes & Affidavits. Import your own Microsoft Word™ documents into Your Forms for an easy to use forms maker. Generates replicas of Commitments, Policies & Endorsements. Generate a CPL & Jacket. Contains commonly used schedule B-I and B-II clauses, built in and editable.
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    FLIP

    FLIP

    BlumbergExcelsior

    Basic case management and intake software to manage client/matter data for instant retrieval: intake label printing, report generation and various other forms and labels. Utilize the bar code feature to track files. 12 built-in FLIP Memos: Documents Enclosed, Transmittal Memorandum, Filing or Recording of Documents, etc. Also creates CUSTOM MEMOS for repeated use. FLIP addresses the FLIP MEMOS to clients and opposing counsel for mailing in window envelopes. Memos print on plain paper or on the FLIP Memo forms. Large file label to identify expandable pockets and wallets. Affixes to side of pocket or wallet. Print it easily through envelope feeder. Identifies file with data from client/matter/opposition database and bar code (see illustration).
    Starting Price: $99.95 one-time payment
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    ExpressIRSForms

    ExpressIRSForms

    ExpressIRSForms

    ExpressIRSForms is your premier, online tax solution for filing your IRS information returns accurately and easily. A pay stub, also referred to as a paycheck stub or payslip is given to the employee by the employers as proof of income. Pay stubs show information about employee earnings, Taxes and other deductions paid to the employee. The IRS mandates employers to e-file 941 reports with the required withholdings information from their employees. Also, IRS mandates the employer to report futa taxes by filing form 940. ExpressIRSForms is an IRS-authorized e-file provider and provides electronic filing for forms 940 & 941 at special pricing. Our 941 software makes it easy to comply with this mandate IRS reporting requirements simply.
    Starting Price: $4.54 per stub
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    990.tax

    990.tax

    Digital Tax LLC

    990.tax is an authorized IRS e-file provider offering an easy way to file your nonprofit’s tax return. We built it with small nonprofits in mind, based on personal experience and using best practices in the industry. As parent volunteers on a school PTA board we were faced with a difficult and unintuitive process of filing taxes for our nonprofit organization. Form 990, even if it is 990-EZ, was intimidating, and the tools supposed to help you file both federal and state forms left a lot to be desired. As engineers with a wealth of experience in building world-class products, we decided that we can do better, and put a team together to build a tax filing service for non-profits that will be easy to use and save time for volunteers and money for nonprofits. Using 990.tax is the easiest way to file your nonprofit's tax returns online, including IRS Form 990-N, IRS Form 990-EZ, IRS Form 8868, and state forms, such as CA FTB Form 199, CA DOJ Forms RRF-1 and CT-TR-1.
    Starting Price: $9 per filing
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    GenTDS

    GenTDS

    SAG Infotech Pvt Ltd

    Gen TDS is a desktop-based software that simplifies TDS returns for any business and tax professionals facing difficulties with tax filing processes. With this software, users can manage their TDS compliance work more efficiently and accurately, without making too much effort. The application creates TDS certificate forms and TDS returns on a timely basis, without any hassle return process. The software has a user-friendly interface and comes with multiple reporting features that allow you to easily integrate with different kinds of accounting systems. With GenTDS software, you can make your TDS workflows and certify tax compliance without having to worry about complex technical details.
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    Starting Price: ₹6000 per year
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    FormsPal

    FormsPal

    DigiDocuments, Inc.

    FormsPal is a document management and PDF software platform that helps users create, edit, convert, sign, and manage forms and PDF files online. It brings together document templates and PDF tools in a single, web-based workspace. Users can prepare files, revise content, switch formats, organize pages, and complete signing tasks all in one place. FormsPal supports form-driven document workflows and everyday PDF tasks, offering access to over 20,000 fillable templates and forms. Electronic signatures and collaboration are integrated into the same workflow, making it easier to transition a document from draft to final version.
    Starting Price: $20/month/user
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    Authority Payroll
    Providing an online portal gives your employees easy access to view personal data, submit data changes, view and print check stubs, and enter timesheet information. It provides managers with departmental access to upload forms so you never have to stop what you’re doing to print for an employee. Authority Payroll provides electronic filing for federal, state and local requirements. It allows you to share information with Microsoft and Google applications and gives you the option to export to Excel and e-mail for reporting purposes. You will save time, ink, and money by making pay stubs available online for employees.
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    BkAssist

    BkAssist

    Walter Oney Software

    BkAssist® uses a data-centric approach to minimize the specialized knowledge needed by your support staff. Designed for the way we think, not for the forms we file. Automatically process mail from the courts, BkAssist will capture mail from the courts to download your free-look copy of every document, update your local copy of the case docket, and calendar events. Fulfill your pro-bono responsibilities. Created by someone who knows what you need, BkAssist was designed and implemented by a practicing bankruptcy attorney who is also a world-class programmer. File cases in every district with a single button press. Pay for just the cases you will actually file. BkAssist uses a data-centric approach to gathering information that aligns with the way ordinary people think about their finances. This approach insulates you from future changes in forms and frees you from needing specially trained staff.
    Starting Price: $99 per case
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    Yonda Tax

    Yonda Tax

    Yonda Tax

    Yonda is built as a fully managed sales‑tax automation platform that plugs into your existing tech stack, ecommerce systems, payment processors, billing tools, and accounting software without requiring code, and automatically calculates, files, and remits sales tax, VAT, and GST across the U.S. and globally. It tracks where you owe tax (“nexus”), manages registrations and permits in jurisdictions where required, applies the correct tax at checkout or on invoices, prepares, reviews, and submits sales tax returns, and auto‑remits the amounts to the appropriate authorities. Yonda also provides free nexus monitoring and a dedicated account manager, combining advanced automation with human expertise to adapt to each business’s unique distribution models and product mix. With seamless, codeless integrations into platforms like Shopify, Amazon, WooCommerce, Stripe, QuickBooks, and Xero, Yonda delivers a powerful dashboard for tracking filings, downloading reports, and preventing penalties.
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    Ryan Software

    Ryan Software

    Ryan Software

    Ryan Software is rooted in the knowledge and experience gained by Ryan professionals solving the most complex issues for many of the Global 5000 corporations. U.S. and Canadian indirect tax calculation and reporting software. Sales and use tax exemption certificate software for collection, validation, customer and vendor communication, and reporting. U.S. and Canadian indirect tax rate software available as a flat file, real-time API, or via user interface for rate lookups. Harness the multistate sales and use tax expertise of Ryan’s trained professionals to streamline the collection, review, and validation of tax certificates. Push-button service within Tracker PRO for automating due diligence letter mailing via U.S. Postal Service. Assessment appeal and property tax management software for portfolios in Canada, Europe, and Australasia. Digital delivery of your property tax values and bills via a secure, online portal.
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    MailThis.to

    MailThis.to

    MailThis.to

    MailThis.to has a memorable API that doesn't need extensive documentation. You'll remember it when you need it, and you can Google the details. Build your first form in seconds, remember it forever. Spam Filtering, Form customization, and file uploads are all supported. Your first 250 emails are free, then just $5 per thousand emails. Create an alias to avoid exposing your email address to the world. Create a form using HTML, a form builder, or use Javascript to generate POST requests that land in your inbox. Each time your form is submitted, you'll get an email! You'll have to verify the first one, and each visitor will need to verify with reCAPTCHA to prevent spam. Use MailThis.to for up to 250 emails without signing up, completely free. Since 2014, MailThis.to has provided thousands of users with a simple form to mail API, with millions of emails sent. We're looking to handling your mail!
    Starting Price: $5 per thousand emails
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    ICON EMR

    ICON EMR

    Grafimedia

    Icon EMR is a complete Electronic Medical File for register all patient information and record, organize and update appointments and digital medical data. Registering the demographic information of each patient. Registering the individual and family medical history along with other personal information such as habits, lifestyle, etc. Adding notes related to the patient, in the form of plain text. Dynamically scheduling patient appointments based on the date. Inserting into each visit a medical file in a form which the user is accustomed to. Recording the patient’s data into medical forms. Easily creating a new medical form using helpful and user-friendly text formatting tools. Printing the aforementioned with the logo and contact information of the medical office, diagnostic center, clinic, hospital, etc. Searching and finding patients and their appointments. Recording, organizing and updating appointments with the option of mass viewing them on a daily, weekly or monthly manner.
    Starting Price: $39.10 per user per month