ez1099
Accounting & finance software
Professional tax software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$79 per year
Free Trial
Free version unavailable
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What is ez1099
ez1099 is a tax form preparation and e-filing application focused on creating and submitting U.S. information returns such as 1099 and W-2/SSA forms. It is used by small businesses, accountants, and payroll/tax preparers to print recipient copies, generate electronic files, and transmit forms to federal and some state agencies. The product is typically deployed as a desktop application with optional e-file services, emphasizing form-centric workflows rather than full accounting or practice management.
Form-specific 1099/W-2 workflows
The product is purpose-built for preparing common information returns (for example, 1099 series and W-2) rather than general bookkeeping. This focus can reduce setup time for organizations that only need year-end/periodic tax form processing. It supports payer/recipient lists and repeatable form generation for multiple recipients. The workflow aligns with compliance-driven tasks such as validation and producing agency-ready outputs.
E-file and print outputs
ez1099 supports producing printed copies and creating electronic submissions for applicable agencies, which helps teams avoid manual file formatting. Users can generate electronic files and transmit returns through supported e-filing options. This is useful for organizations that need both paper distribution and electronic reporting. Output options are oriented around compliance deliverables rather than invoices or CRM artifacts.
Desktop control of data
As a desktop-oriented tool, ez1099 can fit teams that prefer local control over payer/payee data and form history. This can simplify internal handling where cloud adoption is limited or where offline preparation is required. It also avoids the broader configuration overhead common in all-in-one business suites. The narrower scope can be easier to administer for single-purpose tax form workstations.
Not a full accounting suite
ez1099 does not function as a general ledger, invoicing, expense management, or end-to-end financial operations platform. Organizations looking for unified accounting, CRM, and project workflows typically need separate systems. As a result, financial data often must be imported or re-entered from other tools. This can increase reconciliation effort during year-end reporting.
Limited practice management features
The product focuses on form preparation and filing rather than tax practice management. It generally lacks capabilities such as client portals, engagement tracking, time/billing, and workflow automation found in broader professional services platforms. Firms managing many clients may need additional tools to coordinate work and communications. This can fragment the user experience across multiple applications.
Integration depth may vary
Compared with broader business platforms, integration options with payroll, accounting, and CRM systems may be more limited or require manual import/export. Data mapping for payee details and payment totals can require extra validation steps. If an organization uses multiple upstream systems, consolidating data for filing can become a recurring process. This can be a constraint for teams seeking automated, end-to-end data flows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free Trial | $0 (30-day) | Full feature access for 30 days; trial watermark on printed forms; e-filing disabled; no email or credit card required. |
| Small Business (Paper Form) Version | $79 / year | Paper-form printing (recipient copies), removes trial watermark, unlimited companies & recipients; no monthly fees. |
| Advanced E-File Version (Single User) | $139 / year | Adds PDF generation, data import, self e-filing generation and in-app e-filing; removes trial watermark. |
| Multiple-user E-File Network Version | $199 / (2 users) — $249 (3 users) — $349 (5 users) — $499 (10 users) | Multi-user network support (shared database), includes Advanced E-File features (PDF, import, e-file). |
Add-ons / per-use fees:
- USB Add-On: $16.95 (one-time, shipped via USPS)
- 1099 Direct E-File: $1.99 per filing (per 1099 filing, vendor e-file service)
