The best 1099 software for accountants & CPA firms: features, pricing, and more

Filing 1099s is a regular part of the job — but doing it efficiently, accurately, and on time? That’s where the right 1099 software makes a real difference. Whether you’re handling filings for a few clients or hundreds of them, the right tools help you stay organized, reduce manual work, and keep everything compliant.

In this guide, we’ll break down what to look for in 1099 software, compare popular platforms, and show how it fits into your broader workflow.

When do accountants need 1099 software?

If you’ve got a client or two who pay contractors occasionally, you can probably get by without it. But once you’re managing multiple vendors across several clients, juggling W-9s, and keeping track of who crosses the $600 threshold, it stops being a simple task.

That’s where 1099 software starts to make sense. It helps you stay organized, automate the repetitive pieces, and reduce the back-and-forth. Some tools handle everything from W-9 collection to e-filing and state reporting. Others just cover part of the process.

And if you’re offering 1099 filing as a service (or thinking about it), software is the only way to make it scalable.

What key features should accountants look for in 1099 software?

Not all 1099 tools are built with accountants in mind. Some are designed for business owners managing their own company. If you’re choosing software to support your practice, these are the features that actually matter:

1. W-9 collection and tracking

You’ll want a tool that makes it easy to request W-9s, track who’s submitted them, and store signed forms by client. Built-in portals, templated messages, and organizer tools can save you hours — and e-signature support is a huge bonus.

2. Integrations

IRS integration powers key workflows like e-filing and, in some platforms, TIN matching. Look for tools that also connect with QuickBooks, Xero, NetSuite, or Excel to pull in vendor data and push W-9 info back into your clients’ books.

3. E-filing and IRS-compliant delivery

The platform should ideally support direct e-filing with the IRS and handle both federal and state filings. It should also offer delivery options that meet IRS consent and access requirements, whether through secure email or print and mail.

4. Bulk form processing

Filing forms one at a time doesn’t cut it. Look for batch upload, bulk edits, and one-click filing across multiple clients.

5. Workflow automation

Tools that send reminders, flag vendors based on payment thresholds, or trigger next steps when a form is submitted help you keep everything moving without constant follow-up.

What is the best 1099 software for accountants and accounting firms?

Managing 1099s doesn’t have to be chaotic. With the right software, you can simplify filing across clients, cut down on repetitive admin, and avoid last-minute scrambles. 

Here’s a look at some of the top tools firms are using and what they’re actually good at.

1. Tax1099

Tax1099 is one of the most widely used 1099 filing platforms among accounting professionals — and for good reason. It’s IRS-approved, supports a wide range of forms, and includes features built for high-volume filing across multiple clients. 

Key features:

• W-9 collection and tracking: Request W-9s directly through the platform and store them securely by client. You can track form status and avoid last-minute follow-ups.
• Integrations: Connects with QuickBooks (Online + Desktop), Xero, Zoho, BILL, Excel, and FreshBooks. IRS integration powers e-filing, TIN matching, and form validation.
• E-filing and IRS-compliant delivery: Supports e-filing with IRS, SSA, and CFSF. Offers IRS-compliant eDelivery and print/mail options for recipient copies.
• Bulk form processing: Upload vendor data in batches and file forms in bulk. 
• Workflow automation: Automates form validation, status updates, and resubmissions for rejected filings. Smart eFiling uses AI to reduce manual review time.

Pricing overview: Tax1099 uses a tiered per-form pricing model, starting around $2.90 per form with discounts at higher volumes. TIN matching, corrections, and other services are add-ons. 

2. Track1099

Track1099 is a cloud-based e-filing platform built specifically for accounting firms, contractors, and finance teams. It’s IRS-authorized and supports a wide range of forms.

Key features:

• W-9 collection and tracking: Email W-9 requests to vendors and collect signed forms electronically. Forms are stored and ready to transfer into 1099s or W-2s during filing season.
• Integrations: Connects with QuickBooks Online, Xero, BILL, and NetSuite. Also supports CSV and API imports for custom workflows.
• E-filing and IRS-compliant delivery: Supports direct IRS e-filing for over 30 form types. Includes secure eDelivery with recipient consent and automatic e-corrections.
• Bulk form processing: Designed for high volume — you can manage hundreds of forms at once, file for multiple payers, and mail paper copies to recipients without email access.
• Workflow automation: Automates e-filing, e-delivery, and corrections. Role-based access lets you assign tasks to team members or allow clients to request W-9s directly.

Pricing overview: Track1099 uses a rolling, volume-based pricing model with no minimum fees or hidden costs. The first 15 forms are priced at $3.10 each, the next 150 at $2.30, forms 166 to 500 at $1.30, and any filings over 500 drop to $0.63 per form. 

3. Yearli by Greatland

Yearli is a full-service W-2, 1099, and 1095 (ACA) filing platform primarily built for businesses that need a reliable way to manage federal, state, and recipient filings from one place. While it’s not purpose-built for accounting firms, some practitioners — including CPA firms —  use its higher-tier plans to handle high-volume filings or custom workflows.

Key features:

• W-9 collection and tracking: Not a core focus, but Yearli includes options for managing forms like W-2, W-4, and 1099, with the ability to import data directly and send copies to recipients via mail or email.
• Integrations: Yearli integrates with a wide range of platforms, including QuickBooks, NetSuite, Xero, Zoho Books, Excel, FreshBooks, and more — making data import fairly seamless for payroll and accounting users.
• E-filing and IRS-compliant delivery: Handles e-filing to federal and state agencies for all supported forms. Yearli manages email and mail delivery to recipients, with IRS consent built into the workflow.
• Bulk form processing: Especially in the Premier and Custom plans, Yearli supports high-volume processing (5,000+ forms) with tools for flexible filing and printing.
• Workflow automation: Includes options like quarterly filing, auto-delivery of recipient forms, and, in some tiers, team management and advanced reporting.

Pricing overview: Yearli offers several annual plans: Core (free, with pay-per-form fees), Performance ($99/year), Premier ($699/year), and Custom (enterprise-level, by quote). Each plan has different capabilities, with additional filing fees applied per form.

4. eFile4Biz

eFile4Biz is a filing platform used by businesses and service providers to manage and file 1099s, W-2s, and ACA forms online. While it’s designed for general business use, it does support multi-client workflows — and is commonly used by accountants, bookkeepers, and payroll teams managing filings across multiple entities.

Key features:

• W-9 collection and tracking: eFile4Biz supports W-9 forms, but it’s limited to uploading and storing — there’s no built-in tool to request or collect signed W-9s electronically.
• Integrations: Integrates with QuickBooks (Online + Desktop), Xero, and Excel. Includes API connectivity and multiple import options for large data sets.
• E-filing and IRS-compliant delivery: Files directly with the IRS and/or SSA. Provides forms to recipients via secure email or printed mail from a SOC 2-certified facility.
• Bulk form processing: Built to handle large volumes, with support for multiple upload methods including templates, plug-ins, and API imports.
• Workflow automation: Automates totals for forms like 1096 and W-3, sends email confirmations at each step, and stores payer and recipient data for up to four years.

Pricing overview: eFile4Biz uses pay-per-form pricing that scales with volume. For example, e-file + print & mail starts at $4.75 per form, with discounts down to around $1.35 at higher tiers. There are no subscription fees.

How can TaxDome fit into your accounting workflow?

1099 software helps you file forms — but that’s just one piece of the puzzle. TaxDome gives you a system to manage the entire client workflow around it, from onboarding and document collection to communication, task tracking, and delivery.

Instead of juggling tools and inboxes, you can centralize work inside a single platform: automate tasks, assign responsibilities, and securely exchange documents with clients. And because it’s designed for accounting, bookkeeping, and tax professionals, the workflows actually match how your firm operates.

Whether you’re managing monthly bookkeeping or year-end preparation, TaxDome keeps everything organized in one place. And here’s the good news — 1099 filing is on our roadmap, and soon you’ll be able to handle that workflow inside TaxDome, too.

FAQ

Can I file 1099 forms directly with the IRS using this software?

Yes — most 1099 platforms are IRS-authorized and allow direct e-filing. Some also handle state filings and offer secure delivery to recipients via email or mail.

How much does 1099 software cost?

Pricing varies by provider and volume. Expect to pay anywhere from $0.60 to $3+ per form, with many tools offering bulk discounts. Some platforms charge an annual fee, while others are pay-as-you-go.

Can 1099 software be used for other tax forms?

It depends on the tool. While some platforms are 1099-specific, others also support W-2s, 1095 (ACA), 1098s, and correction forms. If you handle multiple form types, look for a solution that consolidates them in one place.