OBBBA Changes: How Businesses & Individuals Should Prepare Now for TY 2026 Filing Readiness. Read Whitepaper

Expand filing capacity without filing season strain

Efficient information reporting, built for enterprise scale. Simplify reporting across client accounting systems, manage the client portfolio with centralized control, and deliver dependable service as filing needs change.

Speak to an Expert
4.9
Based on 23,416 reviews
tax1099 Enterprise

The Operating Challenge 

Your clients choose their accounting systems. Your firm still owns every deadline.

Accounting firms rarely govern which platforms their clients use. As the client portfolio grows, teams must coordinate data, preparation, review, filing, delivery, corrections, and status across different systems, offices, jurisdictions, and deadlines.

When that coordination depends on spreadsheets, local knowledge, or disconnected systems, every rule of change adds research, handoffs, exceptions, and deadline risk across the client portfolio.

Increases repetitive data handling

More rekeying, file movement, verification, and routine follow-up from data intake through filing and delivery.

Lack of control at portfolio scale

Client filings spread across teams and systems, with gaps in accountability and no single view of portfolio status.

Client service that breaks under pressure

Late deliveries, status gaps, slow responses, and avoidable disruptions that compound as filing demands grow.

Why accounting firms choose Tax1099

Scale capacity without compromising control

A standardized information reporting environment helps your firm absorb additional filing volume while maintaining ownership, review controls, and visibility.

Complex 1099 Reporting Requirements

Integrate client systems and data without disruption

Flexible integrations built for real-world enterprise environments. Connect through 12+ no-code accounting software integrations or link your systems directly via API and MCP server.

  • Bulk processing, TIN matching, validation, and filing-status tracking
  • AI assistance for selected preparation and diagnostic activities under professional review

Command visibility across clients and teams

  • Multi-client filing management and portfolio-wide visibility
  • Role-based access, multi-team permissions, and enterprise single sign-on
  • Centralized reporting, audit trails, flexible recipient delivery, and supported corrections
Complex 1099 Reporting Requirements

Cover the full scope of client filing needs

From 1099s and W-2s to ACA, 1042, 1098, 5498, tax-exempt reporting, extensions, and state filings, your team files it all without switching systems.

Be IRIS-ready before 2027 filing season

FIRE stops accepting information returns on November 19, 2026. Current FIRE users must transition to IRIS for tax year 2026 returns filed during the 2027 filing season.

Tax1099 manages IRIS transmission for applicable federal returns within the platform workflow, helping teams prepare, review, file, and track those returns through the same environment.

Tax1099 IRIS-ready filing
Get in Touch

Results Our Customers Rely On

Proven in complex accounting-firm environments

Jillian Robison
Eide Bailly

I can see what has been processed and where it's at.

Jillian Robison

Senior Manager, Eide Bailly

20-32

hours saved

per employee per month

Nearly

50%

less time integrating newly joined firms' filing processes into a standardized workflow

Whitley Penn Whitley Penn customer

20%

fewer
data-entry errors

15%

less
verification time

30%

less
search and review time

Results are customer-reported and reflect each firm's operating environment.

Talk through your filing operations with a specialist

A few details about your firm help us shape the conversation around your client systems, team structure, and move to IRIS.

4.9
Based on 23,416 reviews