Even the most experienced accountants need user-friendly 1099 software to streamline their tasks. Accountants know the ins and outs of tax software, but they may need an option that is better suited for specific client compliance requirements. Finding affordable and user-friendly tax preparation software is possible. Whether you have five or 50 clients, invest in software that eliminates work so that you can support your clients in ways other than number crunching.
Advanced Micro Solutions’ base W-2/1099 Forms Filer program is designed with accountants and small businesses in mind. Users can trust our core product to ensure accuracy and total compliance without straining an individual or firm’s budget. The W-2/1099 Forms Filer works across all 50 states, plus the District of Columbia and Puerto Rico.
Steps for Finding the Most User-Friendly 1099 Software
Finding the best tax preparation software for yourself and clients is one of the most important decisions for an accountant. Switching software takes time, energy, and it can cost you or your firm money. Make sure that you invest in the right accounting software by asking yourself:
Which tax forms does the software support? Think about the tax forms that your clients need currently and if there are any forms that they may need later. Consider who you may onboard as a future client and if your potential software could handle that scope. Do thorough research and ensure that your user-friendly 1099 software meets each clients’ tax requirement criteria.
Is cloud-based or desktop software more intuitive? Whether you save data locally or store it on the cloud is generally a personal comfort decision. It may also be a matter of ease-of-use. An online system is beneficial if you work remotely at times or need to access your clients’ data in different locations. You may find alternatively that desktop software has an easier set-up and a smaller learning curve, even for an experienced accountant.
How accessible is customer service? See whether or not you will be on your own once you purchase a 1099 system. A strong customer support branch can help guide you through data conversion as you adapt to a new system. User-friendly 1099 software may also have different forms of communication if you have a technical concern. Ask your prospective provider if they have phone, email, and/or live chat contact options.
Are there how-to resources or tutorials? Learning resources such as a Frequently Asked Questions page or video tutorials are highly beneficial, no matter your skill level. Smooth the transition process with a user-friendly program that has direct support options but does not inherently require you to use it.
What 1099 Tools Do Accountants Need?
Selecting which 1099 tools to prioritize versus the tools that you simply want to have will likely require some careful consideration. The basic tools that benefit all accountants and clients are:
Multiple Form Support – Get user-friendly 1099 software that supports multiple versions of 1099 forms. Think about the forms that you use for clients now and which ones may become relevant with any new types of clients that you plan to onboard. Far-reaching support can save you or your firm money on resources in the long term.
Integration – Work seamlessly with third-party applications when you get a 1099 program with integration. Speak with the vendor beforehand and see whether or not their software is entirely compatible with programs like Excel or QuickBooks. Avoid any unfortunate surprises after you invest time and money into what you thought was a compatible system.
Secure Data Handling – Look for a system that allows you to create files and then encrypt the documents on your own terms before sending them to a client. The secure system should also be fully compliant with the IRS’ standards.
Bulk Filing and Printing – Process and/or print multiple forms efficiently with easy-to-use 1099 software. Reducing the number of repetitive tasks will help you to avoid making a tax error.
Get User-Friendly Software with AMS
User-friendly 1099 software does not need to be out-of-reach for small accounting firms or solo accountants. Ensure your reliability and build up your reputation with clients through trustworthy 1099 software. Enter data easily onto entry screens that look like an actual 1099 form using our W-2/1099 Forms Filer. Access electronic filing options through the E-File services feature. There are six optional add-on modules with our base program. They are: E-File, AMS Payroll, 1042-S Filer, Software Generated Forms, Forms Filer Plus, and an Affordable Care Act Filer. Download our free 1099-etc Demo software today and get started.