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Average Ratings 0 Ratings

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ease
features
design
support

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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

eFileMyForms is an IRS-approved online platform that simplifies the process of tax form filing for businesses, ensuring compliance through effortless electronic submissions, as well as options for printing and mailing. This platform accommodates various forms including 1099, 1098, W-2, ACA forms, 1042-S, and California 592 reporting, providing teams with a centralized solution for managing all necessary filings. Users are able to manually input forms, import data, review records for accuracy, and securely submit their filings to both federal and state authorities. Additionally, eFileMyForms offers the ability to deliver recipient copies, allowing businesses to send forms via email or traditional mail, while maintaining an organized filing history for audits and record-keeping purposes. The service features built-in real-time TIN matching, which assists in verifying the accuracy of recipient names and TIN combinations prior to submission, thereby minimizing the likelihood of errors and subsequent IRS notices. Furthermore, it allows for making corrections on previously filed forms such as 1099, 1095, W-2, and 1042-S for both current and past tax years, ensuring that businesses can easily rectify any mistakes in their filings. This comprehensive suite of features not only streamlines tax compliance but also enhances efficiency and accuracy for businesses of all sizes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets Yes 
Google Workspace Yes 
Microsoft Excel Yes 
Microsoft Word Yes 
Zapier Yes 

Integrations

Google Sheets No 
Google Workspace No 
Microsoft Excel No 
Microsoft Word No 
Zapier 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.
Free Trial Yes 
Free Version Yes 

Pricing Details

$1 per month
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 No 
iPad App No 
Android App No 
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 Yes 
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

eFileMyForms

Founded

2001

Country

United States

Website

efilemyforms.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

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