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Simplify 1099 Filing Across All Your Clients

Every client can bring a different accounting system, payer structure, recipient list, and filing volume. As a leading 1099 eFiling software for accountants & CPA firms, Tax1099 lets firms manage filings for multiple clients from one account. They can maintain separate payer profiles, import data, validate recipients, eFile supported returns, and track filing activity for each client.

One-Point Client Access
One-Point Client Access

Create and manage multiple payer profiles in one account so your team can move between client filings more easily.

Team & Workflow Management
Team & Workflow Management

Use team, user, and workflow capabilities to organize data entry, review, approval, and filing. Availability varies by plan.

Bulk Filing
Bulk Filing

Upload larger recipient and payment datasets through Excel or CSV. There are supported accounting integrations & API-based workflows as well; no need to enter each form individually.

Filing Visibility
Filing Visibility

Monitor filing activity, follow form status, resubmit supported IRS-rejected returns, correct previously filed returns, and void forms before submission.

Manage the Complete 1099 Filing Workflow in Tax1099

1. Collect Recipient Information
1. Collect Recipient Information

Instead of waiting on W-9s or W-8s from clients' vendors, send requests electronically through Tax1099 and collect the completed forms before filing season gets busy.

2. Import Client Data
2. Import Client Data

With bulk Excel/CSV uploads and accounting integrations, payer, recipient, and payment records can be brought into Tax1099 without entering each detail manually. API imports are also supported.

3. Validate Records
3. Validate Records

Use Real-time and bulk TIN Matching to check recipient names and TINs against IRS records. For checking mailing addresses, there's also USPS Address Validation.

4. Review & Manage
4. Review & Manage

Distribute filing duties among the team and workflow tools instead of relying on a single person to do all the work for preparation, review, approval, and submission.

5. eFile & Deliver
5. eFile & Deliver

File supported federal and state returns electronically through Tax1099. For recipient copies, choose eDelivery or Print & Mail, or download them to send yourself.

6. Track & Correct
6. Track & Correct

Follow the filing status and check for rejected returns. Correct returns that have already been filed, resubmit rejected forms, or void forms that haven't been submitted yet.

Connect the Accounting Tools Your Clients Already Use

Tax1099 supports 12+ no-code integrations and import options, including QuickBooks Online, QuickBooks Desktop, Xero, BILL, Sage Intacct, FreshBooks, Zoho, Oracle NetSuite, Tipalti, Entrata, Excel, and Zapier.

Tax1099 also supports two-way 1099 data syncing with QuickBooks Online, Xero, and BILL. This allows firms to import information for filing and sync supported updates back to their accounting software.

Preferred Partner

QB Desktop

Preferred Partner

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Preferred Partner

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sage
xero
excel
zoho-books
accounting-suite
netsuite
entract
FreshBooks
Zapier

Validate Client Data Before Filing

Missing TINs and incorrect addresses can cause problems with 1099 filing and recipient delivery. With real-time and bulk TIN Matching and USPS Address Validation, accountants can check these details before filing.

Real-Time TIN Matching
Real-Time TIN Matching

Check a recipient name and TIN combination through the platform's real-time matching option.

Bulk TIN Matching
Bulk TIN Matching

A bulk 1099 filing software can validate larger sets of name/TIN combinations together when a client has many recipients.

USPS Address Validation
USPS Address Validation

Review U.S. recipient addresses for USPS formatting before the delivery of forms.

W-9/W-8 Management
W-9/W-8 Management

Request and collect W-9/W-8 forms electronically through Tax1099. The submitted information can then be used to prepare 1099 filings without asking recipients for the same details again.

Built for Accounting Teams, Not Just Individual Filers

Multi-client filing often involves several staff members working across many payer accounts. Tax1099 is a leading multi-client 1099 filing software, which includes capabilities designed for this specific environment.

Team Management
Team Management

Add team members to work on client filings, review forms, and handle filing tasks.

Single Sign-On
Single Sign-On

Centralize access & reduce repeated login steps in supported configurations.

Workflow Management
Workflow Management

Organize tasks around data entry, review, form approval, and eFiling.

User Management
User Management

Control access on the basis of user responsibilities.

Action Tracking
Action Tracking

Track workflow activity and status changes while staying updated with notifications.

Audit Trails
Audit Trails

Keep a record of filing-related changes and team activity so you can see what was updated and track who made the changes.

Handle High-Volume 1099 Filing More Efficiently

Filing 1099s for multiple clients means handling different sets of records, often under the same deadlines. A 1099 filing software for accountants like Tax1099 lets firms upload filing data in bulk and manage multiple client accounts without entering every form separately.

Instead of:

  • Entering forms one by one → Upload filing data in bulk using Excel or CSV files.
  • Managing separate client accounts → Manage multiple payer profiles from one account.
  • Checking TINs individually → Use bulk TIN Matching.
  • Re-entering accounting data → Import data through supported integrations.
  • Handling recipient delivery separately → Use eDelivery or Print & Mail.

For firms with custom systems or larger filing operations, Tax1099 also offers an API that can connect supported tax-filing functions with existing applications and workflows.

File More Than 1099s for Your Clients

Besides 1099 series forms like 1099-NEC, 1099-MISC, 1099-K, 1099-B, and 1099-R., accounting firms can use Tax1099 to file other tax forms for their clients, including:

W-2 Filing
W-2 Filing

Prepare and electronically file supported W-2 and W-2c forms.

Payroll Tax Forms
Payroll Tax Forms

File supported payroll forms including Forms 940, 941, 944, and 945.

ACA Forms
ACA Forms

Manage supported Forms 1094-B/C and 1095-B/C.

State Filing
State Filing

Handle supported state information-return filing alongside federal filing. Tax1099 currently advertises support for 40+ forms across its broader filing platform.

eFile for Your Clients in 3 Simple Steps

Step-1

1. Import Client Data

Select a payer or create a new profile. Have the recipient and payment details in Excel or your accounting software? Import them directly, or enter them manually.

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step-2

2. Validate & Review

Review the forms for missing or incorrect information and use TIN Matching to verify recipient names and TINs against IRS records, along with USPS Address Validation for mailing addresses.

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step-3

3. eFile & Deliver

With the forms ready, submit them electronically to the IRS. Choose eDelivery or Print & Mail for recipient copies, following the respective deadlines.

See How Accounting Firms Use Tax1099

ebide Baily LLP

Eide Bailly: Scaling 1099 Filing With Better Visibility

Eide Bailly used Tax1099 to bring its 1099 filing work into one place and handle forms in bulk. The firm saved 20–32 hours per employee each month and cut integration time by nearly 50%.

EIDE Bailly

Jillian Robison

Senior Manager

Eide Bailly

Read the Eide Bailly Case Study
Whitely Penn

Whitley Penn: Centralizing Multi-Platform Filing Workflows

Whitley Penn used Tax1099 to bring its filing work together across different systems. The firm reported 20% fewer data-entry errors and a 30% reduction in time spent finding and reviewing forms.

JENNY Minonno

Jenny Minonno

Senior Associate (CAAS)

Whitley Penn

Read the Whitley Penn Case Study

Why Accountants & CPA Firms Choose Tax1099

Manage Multiple Clients
Manage Multiple Clients

Access multiple payer profiles through one filing environment.

Connect Client Data
Connect Client Data

Use supported no-code integrations, Excel/CSV uploads, and API options.

Validate Before Filing
Validate Before Filing

Use TIN Matching and USPS Address Validation to review recipient information.

Process in Bulk
Process in Bulk

Handle larger filing batches without entering each form manually.

Collaborate Across Teams
Collaborate Across Teams

Use available team, user, workflow, action-tracking, and audit capabilities to organize responsibilities.

File & Deliver
File & Deliver

Manage eFiling, supported state filing, eDelivery, Print & Mail, and downloadable copies in one platform.

That’s everything you need in a 1099 software for accountants.

Frequently Asked Questions

Yes. Accounting professionals can create and manage multiple payer or company profiles through one Tax1099 account.

Yes. Tax1099 offers team and user management, with workflow and action-tracking capabilities available for supported plans and configurations.

Yes. Tax1099 offers real-time TIN Matching for individual checks, along with 24-hour and bulk TIN Matching options for checking multiple recipients.

Tax1099 supports applicable federal and state filing workflows. Availability depends on the form and jurisdiction.

Yes. Tax1099 supports IRS-compliant eDelivery, Print & Mail, and downloadable payer or recipient copies.

Yes. Bulk uploads, accounting integrations, TIN Matching, multi-client management, and API access support larger filing workflows.

Simplify 1099 Filing Across All Your Clients

Make federal and Alabama filing easier with guided CFSF, direct-state, and Form A-3 workflows.Bring client data, validation, team workflows, eFiling, recipient delivery,
and filing status into one organized process.

Start eFiling 1099 FormsSchedule a Demo