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Top 7 1099 Software for Accurate Filing by Accounting Firms

The IRS requires e-filing if your accounting firm is filing more than 10 information returns.. It is the default method of filing returns. And since most accounting firms have to file for different clients, multi-client 1099 filing software becomes essential.
The best 1099 software for accounting firms should be able to handle multiple EINs, validate TINs, allow role-based access, and keep audit trails clear.
The 1099 e-file solutions listed here are designed for scale, speed, and compliance. These tools enable teams to stay on top of 1099 due dates and penalties for firms during the busy filing season.

Who Will Benefit From This List?

  • Accounting firms, CPA practices, CAS teams, and service providers.
  • Firms that want a single workflow.
  • Teams that need role-based access

What to Look for in 1099 Software?

Here are some essential features that 1099 e-file solutions for firms should have:

  • Bulk uploads: Support for CSV/Excel, connectors, or APIs to handle high-volume data.
  • TIN matching: Prevent mismatches and reduce penalties with IRS verification.
  • State filing support: CF/SF plus direct state filing if and when required.
  • Quick corrections: Amend errors fast with tracked versions.
  • Integrations: Connect with QuickBooks, Xero, NetSuite, or Sage.
  • Security: SOC 2, encryption, MFA, and role-based access.
  • Ease of use: Intuitive dashboards, multi-client views, and responsive support.
  • Pricing fit: Scales with volume, with add-ons for print/mail or APIs.

The Top 7 1099 Software for Accounting Firms

1. Tax1099.com

Best For

Tax1099 is the right choice for medium to large accounting and CPA firms and businesses that require comprehensive form coverage and validation tools.

Key Features

  • Handles 40+ federal and state forms
  • 1099 bulk uploads, accounting software connectors, SFTP/REST API
  • Built-in TIN matching, address checks, and duplicate detection
  • 1099 state filing support via CF/SF and direct state e-file
  • Recipient consent collection and delivery through e-portal, plus print and mail option
  • Correction workflows with detailed reporting

Pros

  • Strong compliance checks, like real-time TIN and address validation
  • Multiple ways to deliver recipient copies (online + offline)
  • Robust reporting that helps with audits and client summaries.

2. 1099Online.com

Best For

This multi-client 1099 filing software is ideal for small to mid-sized businesses and accounting firms seeking an easy-to-use and affordable way to file 1099s.

Key Features

  • Manage multiple EINs with role-based access and activity logs
  • Bulk uploads via CSV/Excel with reusable mappings
  • TIN matching, duplicate checks, and flag errors
  • Federal e-file plus 1099 state filing support (CF/SF)
  • Deliver recipient copies via print/mail
  • Correction workflow with alerts and tracking

Pros

  • Straightforward and budget-friendly workflow
  • Good pre-file validations

3. Avalara 1099 (Track1099)

Best For

Firms needing strong integrations with cloud accounting and a mature e-delivery/portal experience.

Key Features

  • Works with QuickBooks, Xero, NetSuite, and Bill.com
  • REST API access with built-in TIN matching
  • Covers CF/SF along with separate state filings
  • Recipient portal, with optional USPS mailing

Pros

  • Fits nicely into varied client tech stacks
  • Smooth imports from popular accounting tools
  • Strong compliance features for accurate 1099 reporting

Cons

  • A higher-priced version is needed to use advanced features
  • API integrations may require engineering support

4. Yearli by Greatland

Best For

Accounting firms that want clear plan tiers and a path to scale from smaller to larger client volumes.

Key Features

  • Three tier plans (Core, Performance, Premier) for different filing needs
  • TIN matching is included in higher plans
  • API access available with Premier
  • Imports from leading accounting platforms
  • USPS print-and-mail options

Pros

  • Easy to start and scale as filing needs grow
  • Clear workflow for firms handling larger client volumes
  • Backed by a well-known vendors in tax reporting

Cons

  • Advanced tools only come with higher-priced plans
  • Costs can rise as you scale into larger tiers

5. 1099Pro

Best For

1099 filers that require stricter IT/security.

Key Features

  • Either desktop or cloud-based setup
  • Offers SOAP/REST APIs to integrate with other systems
  • Service bureau model available for high-volume filing
  • Stores data longer with full logs for tracking

Pros

  • Works well for firms with strict IT and security needs
  • Built to manage large and complex 1099 programs
  • Strong audit trails and retention features

Cons

  • Desktop or hybrid models may need IT planning
  • Setup can be heavier compared to other SaaS-only solutions

6. TaxBandits

Best For

Teams that are managing multiple entities/EINs and mixed bookkeeping stacks

Key Features

  • Dashboard supports multiple businesses and EINs
  • Uploads via OAuth APIs, SFTP, or CSV
  • Comprehensive state filing and corrections tools
  • Print/mail service plus recipient portal

Pros

  • Works with different client bookkeeping setups
  • Clear visibility for managing multiple entities
  • Scales smoothly as filing volumes grow

Cons

  • Add-ons like print/mail or state filing can increase costs
  • Initial workflow configuration may be complicated.

7. Drake Software

Best For

Firms already on Drake seeking integrated W-2/1099 workflows within a familiar desktop environment.

Key Features

  • Imports W-2, 1099, and client data directly from Drake
  • Preload previous year information
  • Embedded data integrity checks
  • Reporting and export options

Pros

  • Seamless for practices already using Drake
  • Easy for small-to-mid client loads
  • User-friendly desktop environment

Cons

  • Designed for desktop
  • Lack of multi-state filing workflow
  • Limited API/SFTP features

FAQs

1. Can one firm account handle multiple client EINs?

Yes, most 1099 e-filing platforms can manage and handle filing for multiple EINs with role-based permissions and activity logs.

2. How do top tools handle state filing (CF/SF vs. direct)?

The best 1099 software for accounting firms like 1099Online or Tax1099, e-files federal forms and forwards returns to states participating in the CF/SF program. For states not in CF/SF, it submits directly to the state agency.

3. What validation features help reduce rejects?

Validation features such as TIN/name check, USPS address verification, detection of redundant data, and pre-file error alerts help reduce rejects.

4. How are recipient copies sent and tracked?

Most platforms offer encrypted electronic delivery portals, along with optional print or mail options. They also track e-consent and provide an audit trail to confirm delivery.

5. What security and compliance standards should a firm expect?

Look for SOC 2 compliance (Type II preferred), data encryption during transfer and storage, MFA/SSO, IP restrictions, role-specific permissions, and audit logs that the firm can manage and export.

Conclusion

The best 1099 software for accounting firms helps manage multiple filings, validate TINs/EINs, collect high volumes of data (through W-9), and allow integration with different accounting software & provide API for faster and easy filings.