W2 Mate Reviews - Pros & Cons, Ratings & more - 2025
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W2 Mate
60%
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  • Tax Preparation Software
  • W2 Mate
  • Review

    • W2 Mate

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    60%

    W2 Mate is a reliable corporate tax software designed for the seamless preparation and e-filing of W2 and 1099 forms. It supports functions like data validation, password protection, QuickBooks integration, and CSV import, catering to diverse reporting requirements. With user-friendly features and support for unlimited recipients, it simplifies compliance with IRS regulations.

    Overview Reviews Deals Videos Pricing Experience Cancellation FAQ Alternatives

    Subscribed Reviews

    60% Subscribed Score

    Analysis

    W2 Mate is tax filing software tailored for educational institutions and small to medium-sized businesses. It supports e-filing IRS Form 1098-T, W2, and 1099 forms, offers QuickBooks integration, imports data from CSV, and provides password protection. With ease of use, robust customer support, and affordability, it simplifies compliance with IRS requirements. Unlike alternatives like Avalara or Vertex, W2 Mate lacks direct IRS filing, relying on the FIRE system, but it is cost-effective for users with smaller data needs.

    Subscribed Score Metrics
    22/36 Metric achieved
    Ease of Use
    Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
    5/6 Metric Checks
    Security
    Compares the product’s features, quality, and pricing to determine its overall cost-effectiveness.
    3/6 Metric Checks
    Value of Money
    Assesses the product’s ability to protect data, prevent breaches, and comply with industry standards.
    4/6 Metric Checks
    Customer Support
    Reflects the responsiveness, helpfulness, and quality of assistance provided by the product’s support team.
    5/6 Metric Checks
    Integrations
    Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
    2/6 Metric Checks
    MetricsScore
    Customer Support5/6
    Security3/6
    Ease of Use5/6
    Value of Money4/6
    Integration2/6
    Popularity3/6
    Radar Chart Table View
    Pros & Cons
    Easy to use with minimal learning curve
    Keeps data year to year
    Integrates with QuickBooks
    Supports unlimited recipients
    Cannot file directly with IRS
    Requires use of FIRE system
    Learning curve for new users
    Limited advanced functionality

    Reviews of W2 Mate from other platforms

    5
    (1)
    5
    (1 Reviews)
    G2 Review
    4.5
    (7)
    4.5
    (7 Reviews)
    Capterra Review
    3.4
    (3)
    3.4
    (3 Reviews)
    Trustpilot Review

    Other Alternatives

    Empower your business with QuickBooks– the leading cloud-based accounting solution. Streamline financial tasks, manage expenses, and gain real-time insights. Effortless, efficient, and tailored for your success.

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