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Methodology
WhatConverts
4.9
( 154 )
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At a Glance
Overview
Tax1099 is a cloud-based eFiling and tax compliance platform for IRS, SSA and state informational returns (1099 series, W-2, ACA, payroll forms, etc.). It provides TIN/W-9 collection and validation, bulk import, API access, team workflows and user roles, USPS address validation, printing/mailing ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
WhatConverts is an all-in-one SaaS lead tracking and attribution platform that captures leads from phone calls, web forms, chats, e-commerce and offline events; centralizes lead management; attributes leads to campaigns/keywords/landing pages; provides custom and pre-built reporting including mul... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Essential
$0.00
/ year
eDelivery (IRS-compliant)
$0.25
one-time
24-hour TIN Match
$0.37
one-time
Per-form (501-1000 forms)
$0.68
one-time
W-9 / W-8 eSolicitation (small)
$1.00
one-time
Real-time TIN Match
$1.00
one-time
Per-form (151-500 forms)
$1.31
one-time
Print & Mail (US)
$1.90
one-time
Per-form (21-150 forms)
$2.30
one-time
Per-form (1-20 forms)
$2.99
one-time
Print & Mail (Foreign)
$4.99
one-time
W-9 / W-8 eSolicitation (1000 pack)
$95.00
one-time
Bulk TIN Match (10,000 records)
$150.00
one-time
Notice Management add-on
$199.00
/ year
Teams
$249.00
/ year
Scale
$349.00
/ year
Per-form (1000+ forms)
Contact Us
Free trial available
Free plan available
Billing type
Recurring Subscription
Call Tracking
$30.00
/ month
Plus
$60.00
/ month
Pro
$100.00
/ month
Elite
$160.00
/ month
Agency Plan
Contact Us
Pros and Cons
- Comprehensive feature set covering compliance, corrections, delivery and storage
- Transparent pricing with per-form and subscription options
- Volume discounts for high-volume filers
- Strong security and compliance credentials (256-bit encryption, SSAE-18 Type II)
- Broad integrations with accounting and payments platforms
- Some users report a learning curve; initial setup/import can be less intuitive
- UI performance issues reported for very complex or large operations
- Public materials show limited or no non-English support
- Broad lead capture across phone, forms, chat, eCommerce and offline sources
- Strong attribution and reporting (campaign, keyword, multi-touch customer journey)
- Advanced features including AI insights, call transcription and sentiment analysis
- Extensive integrations with ad platforms, CRMs, forms and reporting tools
- Transparent tiered pricing with included usage credits
- Top-tier features (customer journey, multi-channel attribution) gated to higher plans
- Additional costs for extended recording storage, transcription and premium add-ons
- Dashboard/UI is English-centric with limited full UI localization
- No CLI or open-source offering; no self-hosted deployment option
- Heavy usage above included quotas can increase overall costs
Reviewer's Segments
Small Business
80.0%
Mid Market
10.0%
Enterprise
10.0%
Small Business
85.06%
Mid Market
12.99%
Enterprise
1.95%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- Knowledge Base
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- Knowledge Base
Training
- Documentation
- Videos
- Webinars
- Documentation
- Videos
- Webinars
Integrations
Total integrations:
6
- ApexChat
- BigCommerce
- Calendly
- FreshBooks
- HubSpot
- Instapage
- Intercom
- Leadpages
- Pipedrive
- QuickBooks Online
- Sage Intacct
- Shopify
- Unbounce
- WooCommerce
- Xero
- Zapier
- Zoho Books
Total integrations:
12
- ApexChat
- BigCommerce
- Calendly
- FreshBooks
- HubSpot
- Instapage
- Intercom
- Leadpages
- Pipedrive
- QuickBooks Online
- Sage Intacct
- Shopify
- Unbounce
- WooCommerce
- Xero
- Zapier
- Zoho Books
Top Alternatives
Categories
No common categories found.
Company Details
- By Zenwork, Inc.
- Located in Fayetteville, Arkansas, USA (also Westlake, Texas)
- Founded in 2010
- By WhatConverts
- Located in Charlotte, North Carolina, USA
- Founded in 2014
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