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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Formis is a construction project management tool designed to streamline essential tasks such as RFIs, submittals, transmittals, document control, and approvals, specifically tailored for general contractors who prefer to manage projects without relying on costly enterprise software or extensive implementation costs. With its intuitive self-serve form builder and workflow engine, project managers can easily create forms, establish routing and approval processes, and modify notifications independently, eliminating the need for external consultants and allowing for customized workflows. Formis operates with a single source of truth, maintaining a comprehensive document register that tracks versions, revisions, and transmittals along with acknowledgment tracking, enabling users to communicate with external partners without incurring additional fees for paid seats. Furthermore, when team members seek answers already available in indexed project documents, Formis AI can quickly retrieve relevant information, referencing the specific sheet and page, which occurs prior to the submission of an RFI, thereby enhancing team efficiency while still valuing the expertise of the Engineer of Record. Moreover, the pricing model is straightforward, based on user seats, with clear and published rates, and importantly, there are no setup fees involved, making it accessible for teams looking to optimize their project management processes. This combination of features and transparency ensures that teams can focus on their construction projects without unnecessary financial burdens.

Description

W2 Mate 2025 serves as a comprehensive tool for the preparation, import, filing, and printing of year-end tax documents, specifically W2s and 1099s. Recognized for its reliability and extensive features, it has gained the trust of numerous businesses, tax experts, nonprofits, financial institutions, and government organizations over the past twenty years. The software accommodates a wide range of forms including W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, and 1098-T, as well as various information returns. Designed to cater to accountants, bookkeepers, and filing service providers managing numerous clients, it supports an unlimited number of companies, employees, payers, and recipients. In addition to its versatility, W2 Mate can print directly on pre-printed W2 and 1099 forms, generate required copies for recipients and states on blank paper, create printing labels, and produce secure PDF statements for W2 and 1099 forms. Furthermore, it automates the calculation of totals for W3 and 1096 summary transmittal forms, streamlining the tax filing process even further. This combination of features makes W2 Mate an indispensable resource for those tasked with managing year-end tax documentation efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Amazon WorkSpaces No 
Azure Virtual Desktop No 
Citrix DaaS No 

Integrations

Amazon WorkSpaces Yes 
Azure Virtual Desktop Yes 
Citrix DaaS Yes 

Pricing Details

$80/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Formis

Founded

2025

Country

United States

Website

useformis.com

Vendor Details

Company Name

Real Business Solutions

Country

United States

Website

www.realtaxtools.com/W2-Mate.html

Product Features

Construction Management

Accounting Integration No 
Budget Tracking/Job Costing No 
CRM No 
Change Orders No 
Commercial No 
Contract Management No 
Contractors No 
Equipment Tracking No 
Estimating No 
Incident Reporting No 
Mobile Access No 
Offline Access No 
RFI & Submittals No 
Residential No 
Subcontractor Management No 
Timesheets No 

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

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