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features
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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

Description

TaxBandits is an authorized e-filing platform recognized by the IRS, designed to facilitate the filing of various business tax forms such as 1099, W-2, W-9, 1095, 941, and 940, making it an essential tool for businesses, payroll providers, accounting firms, and online platforms to file securely and accurately from a single account. It encompasses a wide range of functionalities including year-end tax filing, payroll tax submissions, ACA reporting, management of W-9 forms, TIN matching, distribution of recipient copies, postal mailing services, e-delivery options, the ability to make corrections, and tracking of filing statuses in real time. Users benefit from the convenience of importing data through multiple methods such as Excel, Google Sheets, CSV uploads, Smart Upload, IRIS uploads, copy-and-paste features, integrations with accounting software, or through API workflows, while also ensuring the accuracy of records before sending the forms to the IRS, SSA, or state authorities. Additionally, TaxBandits minimizes errors in the filing process by offering built-in data validations, accuracy checks, TIN matching, EIN verification, checks on recipient addresses, and compliance alerts to keep users informed. The platform includes a dedicated W-9 Manager, which simplifies the process of requesting, collecting, and organizing W-9 and W-8 forms from vendors, all in one centralized location. Moreover, this streamlined approach not only enhances efficiency but also ensures compliance with regulatory requirements, making TaxBandits a comprehensive solution for business tax filing needs.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
Zapier Yes 
Google Workspace Yes 
Microsoft Word Yes 
QuickBooks Online No 
Sage 100 No 
Xero No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
Zapier Yes 
Google Workspace No 
Microsoft Word No 
QuickBooks Online Yes 
Sage 100 Yes 
Xero Yes 

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.
Free Trial Yes 
Free Version Yes 

Pricing Details

$5.95 per form
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

MailMergic GmbH

Founded

2019

Country

Germany

Website

mailmergic.com

Vendor Details

Company Name

TaxBandits

Founded

2010

Country

United States

Website

www.taxbandits.com

Product Features

PDF

Annotations No 
Convert to PDF Yes 
Digital Signature Yes 
Encryption Yes 
Merge / Append Yes 
PDF Reader Yes 
Watermarking Yes 

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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