---
title: W2 Mate Reviews
meta_title: 'W2 Mate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how W2 Mate works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Tax Software
  url: https://www.g2.com/categories/tax-software
---


# W2 Mate Reviews
**Vendor:** Realtaxtools  
**Category:** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About W2 Mate
W2 Mate fits the needs of most users regardless of their W2 and 1099 Forms preparation needs.




## W2 Mate Reviews
  ### 1. Makes 1099 Filing Quick and Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hilary P. | Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 15, 2022

**What do you like best about W2 Mate?**

The ease of use, I could import my vendor information directly into W2 Mate from my accounting software.  W2 Mate also allowed me to utilize different types of 1099's, not just 1099 Misc and 1099 NEC.  I could easily switch between several companies that I have to issue 1099's for.  It was a quick and simple process to transmit the 1099's and 1096 to the IRS and other taxing authorities.

**What do you dislike about W2 Mate?**

I didn't have any problems with the software, but would like to have seen a report/list of all the 1099's I issued with name and amount for each type of 1099 issued, example 1099 Misc, 1099 NEC, 1099-B, 1099-Div.

**What problems is W2 Mate solving and how is that benefiting you?**

Although our accounting software had the ability to issue 1099's, it could only issue 1099 Misc.  I had the need to also create several other types of 1099's and for several different companies.  This software allowed me to do that all in one place.



- [View W2 Mate pricing details and edition comparison](https://www.g2.com/products/w2-mate/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A00%3A35+-0500&secure%5Bsession_id%5D=78e60cef-8434-430c-96af-5c12037488a4&secure%5Btoken%5D=6881088e69e6934215163a0c9084aab9c708480dbaea2b1ec5ec9e2464f3a5fb&format=llm_user)

## W2 Mate Features
**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Tax Filing**
- Calculations
- Rules & Regulations
- Ad hoc Reporting
- Historical Reporting
- K-1 Reporting

**Workflows**
- Integrations
- Importing
- Accounting Integration

**Additional Functionality**
- Tax Compliance
- Generative AI
- SSL Security
- Workflow Management
- Accounting
- Multiple User Accounts
- Audit Trail
- Tax Filing
- Client Management
- Activity Dashboard
- AI Copilot
- Electronic Filing
- Tax Planning
- Corporate/Business
- Dashboard Creation
- Multiple Data Sources
- Compliance Management
- Data Import/Export
- Sales Tax Management
- Client Portal
- Deadline Management
- Customizable Templates
- Status Tracking
- Exception Notification
- Audit Management
- Customer Accounts
- For Nonprofits
- Data Storage Management
- Document Management
- Electronic Submission
- Email Reminders
- Alerts/Notifications
- Data Visualization
- Reporting & Statistics
- Access Controls/Permissions
- Payroll & Employer Forms
- Tax Forms
- Reminders
- Activity Tracking
- Financial Analysis
- Data Verification
- Bank Reconciliation
- Mobile Access
- Payroll Management
- Multi-Currency
- Invoice Processing
- Value Added Tax (VAT)
- Taxation & Assessment
- Approval Process Control
- Electronic Payments
- Invoice Management
- Tax Management
- Task Management
- API
- Customizable Branding
- Property Tax Management
- Customizable Reports
- Time & Expense Tracking
- Real-Time Data
- Receipt Management
- Document Storage

## Top W2 Mate Alternatives
  - [Avalara](https://www.g2.com/products/avalara/reviews) - 4.0/5.0 (813 reviews)
  - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews) - 4.4/5.0 (459 reviews)
  - [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) - 4.4/5.0 (274 reviews)

