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Description
BoomTax is a software solution authorized by the IRS for managing the e-filing of 1099, W-2, 1095-B, and 1095-C forms all from a single platform. It simplifies the filing experience by allowing users to easily drag and drop tax information from various sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also automatically validating the data, identifying errors, and conducting TIN matching against IRS records prior to submission. In addition, the software includes compliance features that check recipient Tax Identification Numbers, confirm Employer Identification Numbers, address potential discrepancies, and flag problems with form data before they are submitted. Furthermore, BoomTax offers the capability to distribute recipient copies via mail or electronic delivery, managing all aspects of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users can file their documents directly with the IRS and SSA, monitor the status of their filings in real time, and receive alerts upon acceptance of their submissions, making it a comprehensive solution for tax management. This efficiency not only saves time but also minimizes the risk of costly errors during tax season.
Description
MailMergic (formerly PDF Mail Merger) turns a spreadsheet into one personalized document per row and can email each one to its recipient. It runs in the browser on any operating system, with an offline desktop app for Windows 10/11 and macOS.
Templates: fillable PDF forms (existing fields are filled), flat PDFs with text placed anywhere on the page, Word (.docx) with merge fields and conditional IF fields, Excel (.xlsx) and images. Data comes from Excel, CSV or Google Sheets. Output is PDF, Word, Excel, PNG or JPG, as one file per row or one combined PDF.
Typical jobs: certificates of completion, address labels and name badges, year-end donation receipts, invoices, letters, contracts and tax forms such as 1095-C, often thousands of rows in one run.
Per-row details include dynamic images and logos, barcodes and QR codes, custom fonts, a unique PDF password per recipient and digital signatures.
Before you generate, an AI data check flags typos, inconsistent values and broken date or number formats, with a one-click fix for each. A live preview shows any row as a finished document.
Each document can go out as a personalized email attachment from your own Gmail or Google Workspace account, a verified sender address, or your own SMTP server. Delivery, bounce, open and click events are tracked per recipient, and bounced emails can be resent.
Zapier (8,000+ apps), a REST API and a Google Sheets add-on automate runs.
EU hosted on Google Cloud (Belgium), GDPR and CCPA compliant. Files are encrypted and you set the retention period, from 5 minutes to 180 days. Passkeys and two-factor sign-in protect accounts. The desktop app processes everything locally.
Built by MailMergic GmbH in Germany since 2019. Free plan without credit card, paid plans from $39 per
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
Yes
ADP DataCloud
Yes
FreshBooks
Yes
Google Sheets
No
Google Workspace
No
Insperity
Yes
Microsoft Word
No
QuickBooks Online
Yes
Sage 100
Yes
Sage Intacct
Yes
Integrations
Microsoft Excel
Yes
ADP DataCloud
No
FreshBooks
No
Google Sheets
Yes
Google Workspace
Yes
Insperity
No
Microsoft Word
Yes
QuickBooks Online
No
Sage 100
No
Sage Intacct
No
Pricing Details
$2.49 per form
Free Trial
Yes
Free Version
No
Pricing Details
$0 per month
Always-Free: $0, 25 documents per month, watermarked, no credit card.
Pro: $39 per month billed yearly ($59 month to month), 1,000 documents per month, email delivery, Zapier and API.
Enterprise: $66 per month billed yearly ($99 month to month), 10,000 documents per month, 5 users, custom SMTP.
Desktop Offline App: $107 per month billed yearly ($129 month to month), unlimited documents, processed on your own computer.
30-day money-back guarantee on every paid plan.
Pro: $39 per month billed yearly ($59 month to month), 1,000 documents per month, email delivery, Zapier and API.
Enterprise: $66 per month billed yearly ($99 month to month), 10,000 documents per month, 5 users, custom SMTP.
Desktop Offline App: $107 per month billed yearly ($129 month to month), unlimited documents, processed on your own computer.
30-day money-back guarantee on every paid plan.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoomTax
Founded
2015
Country
United States
Website
boomtax.com
Vendor Details
Company Name
MailMergic GmbH
Founded
2019
Country
Germany
Website
mailmergic.com
Product Features
Product Features
Annotations
No
Convert to PDF
Yes
Digital Signature
Yes
Encryption
Yes
Merge / Append
Yes
PDF Reader
Yes
Watermarking
Yes
