Press Release

Automated 1099 Compliance: How It Helps Accounting Firms Deliver More Value to Clients

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With information reporting season in full swing, accounting firms are under growing pressure to manage 1099 and W-2 compliance accurately and on time. Stricter IRS oversight, stringent reporting requirements, and increased data volume are pushing firms to rethink traditional, manual workflows that drain resources and limit the value they can deliver to clients.

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"Manual and disconnected workflows make 1099 filing slow, error‑prone, and risky due to outdated processes, scattered data, and higher chances of compliance mistakes," said Ed Pratt, COO of Tax1099. He adds that with so many 1099 forms in play (around 20+ forms), manually tracking vendor classifications, collecting taxpayer information, and meeting strict deadlines is a hassle. That's exactly why Tax1099 is designed to eliminate the friction that comes from outdated processes. It automates data collection, validates TINs in real-time, integrates directly with accounting systems, and enables secure, IRS‑compliant e‑filing at scale.

Automating 1099 Compliance to Deliver More Client Value

As regulatory demands grow more complex and manual workflows struggle to keep pace, firms are starting to recognize the need to modernize their compliance operations.
Automation is a critical solution for managing 1099 compliance, providing a more comprehensive and accurate filing process that empowers teams to meet the IRS requirements efficiently. Tax1099 is one such platform designed to help firms strengthen 1099 compliance and e-filing processes through automation.

An award-winning, IRS-authorized eFile platform, Tax1099 helps accounting firms automate and manage 1099 compliance at scale. The platform provides firms with a single system to control and manage multiple clients(using single sign-on access) and track 1099s and other tax reporting forms using a centralized dashboard.

Built to Support High-volume Filing and Scalability
Managing hundreds or even thousands of 1099s requires systems that can handle bulk data uploads and high-volume validation without slowing teams down. Tax1099 supports bulk imports, API-driven workflows and real-time TIN matches, so large-volume filing feels less like a scramble and more like a smooth, manageable process.
Users can assign role-based permissions so team members can access only the clients, payers, and tasks relevant to their responsibilities and ensure accountability across large teams.

AI-Driven Compliance with Diagnostic AI
To help firms stay compliant, Tax1099 introduced Diagnostic AI, an AI tool that embeds real-time logic into the filing workflow.This was specifically designed to support firms handling high-volume 1099 filings. The tools cans your data entries in real-time, validates them, identifies potential risks, and offers clear, actionable recommendations, so users can resolve issues before they become problems.

Simplifying Data Collection and Validation
Collecting and validating data is one of the more manual tasks when it comes to 1099 filing. With Tax1099, businesses can use the built-in Excel templates available to collect data from clients or integrate with their existing system to ensure there is no missing information. They can also collect taxpayer information more efficiently with digital W-9/W-8 requests. This standardize show data is gathered, removes manual collection efforts, and improves data quality.

Real-TimeBulk TIN Matching
The bulk TIN Matching feature validates TIN/Name combinations with the IRS database before filing. Using this feature enables firms to detect any mismatches early and help avoid IRS penalties and reduce B-Notices.

Accounting SystemIntegration for High-Volume Workflows
Integrate Tax1099 with 12+ accounting software. Tax1099 supports data imports from popular accounting systems including QuickBooks,Bill,Sage, and other systems, as well as secure uploads via Excel files.

Supporting End-to-End 1099 Compliance
Beyond filing, Tax1099 helps firms meet distribution and post-filing requirements through IRS-compliant electronic delivery and USPS print-and-mail services. Firms can also quickly download and distribute payer and recipient copies as needed for audits, client requests, or record keeping.

Together, these capabilities help accounting firms manage 1099 compliance with confidence while supporting growth in client volume without increasing compliance risk.It also allows clients to benefit from on-time filings, lower compliance risk, and greater confidence that their 1099 obligations are handled correctly.

About Zenwork Tax1099
Tax1099, an IRS-authorized e-filing service, simplifies tax compliance for over 750,000 businesses and 70,000 CPA firms nationwide. Supporting 40+ federal and state-compliant forms, including Form 941, Tax1099 offers robust features like bulk filing, TIN matching, API integration, and 24/7 support. Backed by over 10 years of experience in tax processing and customer service, the platform offers a suite of capabilities to suit diverse needs. Learn more at www.tax1099.com

About Zenwork Inc.
Zenwork Inc., the parent company of Tax1099, is a leader in digital tax compliance and regulatory reporting. The company leverages automation to revolutionize business tax compliance, providing a modern SaaS and API platform that adapts to evolving regulatory reporting requirements, risk mitigation, and compliance needs.

Learn more about Zenwork and its products at www.zenwork.com, www.tax1099.com, and www.compliancely.com

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Contact Information
Name - Ed Pratt
Mail - ed@zenwork.com
Website- https://www.tax1099.com/
Contact us to schedule a demo
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