eFile4Biz

What eFile4Biz does

eFile4Biz is a cloud-based, IRS-authorized electronic filing platform that enables businesses, accountants and high-volume filers to submit 1099, W-2, ACA, 1042-S, 1094/1095 and related tax information returns directly to the IRS and SSA. The platform is operated by ComplyRight, a tax and compliance provider founded in 1976 with nearly 50 years of industry history. Core capabilities include electronic submission, SOC 2 Type 2 certified print and mail, TIN matching against IRS records, CASS/NCOA address validation, SSN masking, bulk Excel uploads, multi-payer setup for accountants, and native integrations with QuickBooks Desktop, QuickBooks Online and Xero for vendor data import. Security infrastructure includes TLS encryption in transit, encrypted storage at rest, MFA, and dual data centers with redundancy.

The business model combines a freemium self-serve channel (Basic plan is free with pay-as-you-go per-form fees starting at $1.50) with tiered annual subscriptions (Plus at $149/year for up to 10 users, Premium at $399/year for up to 20-30 users) and a Service Bureau offering for enterprises with 300+ forms priced under Statement of Work. Additional revenue streams include per-record TIN matching ($1.00/record), W-9 program ($1/W-9), Form Credits volume tiering, and an affiliate program. The company serves three primary segments: small businesses and solopreneurs filing their own forms, accountants and tax preparers managing multiple clients under multi-user accounts, and large-volume enterprises (PEO, payroll, property management) that outsource processing. The platform claims 100,000+ customers, and the product was rebranded as Formstax efile4Biz in 2025 to expand alongside paper form and software offerings via formstax.com.

Distribution runs primarily through the direct-to-consumer efile4Biz.com website with SEO-driven organic acquisition, a resource center content marketing engine, Trustpilot social proof, and an affiliate partner program targeting accountants and software resellers. The company is headquartered in Pompano Beach, Florida, and governed under Minnesota law through its ComplyRight parent, with no external institutional investors, venture capital or private equity ownership disclosed.

Name

eFile4Biz

Legal name

eFile4Biz (operated by ComplyRight)

Website

https://efile4biz.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

51–100 employees

Short description

eFile4Biz is a cloud-based, IRS-authorized e-filing platform that helps small businesses, accountants and high-volume filers submit 1099, W-2, ACA and related tax information returns with integrated print, mail, TIN matching and QuickBooks/Xero data import.

Ownership category

akta.pro rank

Product category

Tax Information Return E-Filing Software

NAICS

Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO)

akta.pro secondary industry

Tax Compliance, Filing & VAT/GST Automation (SME) (FSAGAJAJ)

Keywords

• Online tax filing
• 1099 e-filing
• W-2 electronic filing
• ACA reporting services
• Tax information returns

Headquarters

HQ city

Pompano Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Operations, Personnel, Marketing or Sales

Revenue model

1. Subscription Plans: Three tiered subscription plans (Basic, Plus, Premium) offering different levels of team access, TIN matching credits, and support levels. Basic is free with pay-as-you-go per form; Plus at $149/year; Premium at $399/year.
2. Per-Form Filing Fees: Pay-per-form pricing model starting at $1.50 per form for e-filing, printing and mailing services. More forms purchased at higher volumes results in lower per-form cost through tiered pricing.
3. TIN Matching Service: Bulk TIN matching verification service at $1.00 per record to verify TIN/name combinations and avoid IRS B-Notices and penalties.
4. W-9 Program: Electronic collection and storage of W-9 forms from contractors at $1 per W-9 form. Includes annual update emails to contractors.
5. Form Credits: Pre-purchased credits for Plus and Premium subscribers to secure tiered pricing across multiple transactions throughout the filing season. Credits valid on original federal filing of 1098, 1099 and W-2 forms only.
6. Service Bureau: Full-service outsourcing for businesses with 300+ tax forms. Professional staff handles processing, printing, mailing, and e-filing with transparent Statement of Work pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

eFile4Biz operates a cloud-based, IRS-authorized e-filing platform for U.S. tax information returns including 1099, W-2, 1098, 1042-S, 941, 5498 series, and ACA forms. Customers enter or import payer and recipient data, then eFile4Biz electronically transmits forms to the IRS or SSA and can print and first-class mail recipient copies from a SOC-2 and HIPAA-certified facility. A fully managed Service Bureau handles high-volume filers, and add-on services include TIN Matching and a W-9 collection program.

Product overview

eFile4Biz is a cloud-based tax information return e-filing platform operating as part of the Formstax brand. The core platform provides IRS/SSA electronic filing, SOC-2 certified printing, and first-class mail delivery for 1099, W-2, ACA, and other tax forms. The product portfolio is structured around three subscription tiers (Basic/Plus/Premium) for self-service e-filing, a full-service Service Bureau for high-volume processors handling 300+ forms, and various add-on services including Form Credits (tiered pricing), TIN Matching, W-9 Program, ACA Reporting, 1099 Corrections, and an Affiliate Program. Integration with QuickBooks Desktop, QuickBooks Online, and Xero enables direct import of 1099 vendor data. Pricing starts at $1.50 per form with subscription plans ranging from free (Basic) to $149/year (Plus) and $399/year (Premium).

Differentiator

Problem solved

Functional benefit

Products and services

• eFile4Biz Cloud E-Filing Platform Cloud-based IRS-authorized e-filing platform for 1099 (NEC, MISC, B, C, DIV, G, INT, K, R, S), W-2, 1098, 1098-T, 1042-S, 941, 5498 series, and ACA forms. Provides electronic submission to IRS/SSA, print-and-mail at a SOC-2 certified facility, multi-payer accounts, and four-year data retention for businesses, accountants, and tax preparers.
• E-File, Print and Mail Service Comprehensive all-in-one tax fulfillment service that electronically files forms with the IRS or SSA, prints recipient copies at a SOC-2 certified facility, and mails them via first-class mail or e-delivery. Designed for U.S. businesses and accountants that want IRS submission and recipient delivery handled in a single workflow.
• Service Bureau (Outsourced High-Volume Filing) Fully managed outsourcing offering for PEO, payroll, accounting, and property management companies that file more than 300 tax forms per year. Professional staff handles data conversion, TIN matching, CASS/NCOA address validation, electronic filing, and print/mail fulfillment at a SOC-2 and HIPAA-compliant facility, priced via a transparent Statement of Work.
• TIN Matching Service Standalone bulk verification service that confirms TIN and name combinations for payers and recipients before filing, helping businesses, accountants, and Service Bureau clients avoid IRS B-Notices, rejections, and penalty assessments. Available at $1.00 per record, with bundled free match credits in Plus (250) and Premium (unlimited) subscriptions.
• W-9 Collection Program Electronic W-9 request, collection, and storage service for businesses onboarding 1099 contractors. The platform emails contractors, captures completed W-9 information online, and stores it against the account; annual update reminders are sent automatically. Priced at $1 per W-9 collected.
• ACA Reporting (1094-C / 1095-B / 1095-C) Affordable Care Act reporting service for Applicable Large Employers and self-insured businesses that need to file 1095-B and 1095-C forms along with 1094-C (and 1094-B where applicable) transmittals. Runs on the same SOC-2 and HIPAA-compliant facility to support Protected Health Information handling requirements.
• 1099 Corrections Service Standalone correction service that enables businesses and accountants to file Type 1 corrections on previously submitted 1099 forms (NEC, MISC, B, C, DIV, G, INT, K, R, and S variants), addressing amounts, social security numbers, names, and other recipient or payer data errors through the same IRS-authorized e-file pipeline.

Quantifiable outcome

• Trusted by more than 100,000 customers
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature11 records

Partnerships

Five partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationFull integration with Xero Online Accounting Software allowing users to transfer 1099 data directly. Users can import vendor contacts, map 1099 fields to accounts, and complete 1099-MISC filings through a seamless connection. Step-by-step connection process via dashboard Xero logo click-through.
• QuickBooks DesktopcoreTechnology or IntegrationIntegration allowing import of 1099 vendors directly from QuickBooks Desktop for seamless data transfer to efile4Biz platform.
• QuickBooks Online PluscoreTechnology or IntegrationOne-click import of QuickBooks Online 1099 vendors into efile4Biz for efficient tax form completion and filing.
• QuickBooks Online AccountantcoreTechnology or IntegrationImport capability for accountants using QuickBooks Online Accountant to access and transfer client 1099 vendor data directly.
• ComplyRightcoreStrategic or Co-development PartnerParent company of efile4Biz. ComplyRight is a tax and compliance solutions provider with nearly 50 years of industry experience. Data controller for GDPR purposes. Operates SOC-2 and HIPAA certified facilities.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Intuit QuickBooks: Intuit QuickBooks is the dominant SMB accounting platform and a key integration partner for eFile4Biz; its broader portfolio includes 1099 preparation features and could either remain a partner or expand into full e-filing.
• ADP: ADP is a major payroll and HR services provider that handles W-2, 1099 and ACA filings for its employer clients — a broad incumbent competing with eFile4Biz for tax form processing on the enterprise payroll side.
• H&R Block: H&R Block is an established tax preparation incumbent serving individuals and small businesses with online and assisted filing — a broader tax-services player that overlaps with eFile4Biz on business tax form filing.
• Avalara: Avalara is a broader tax compliance automation platform covering sales tax, VAT and some information return compliance; comparable to eFile4Biz as a vertical tax compliance SaaS player with regulatory moat and integrations.
• Paychex: Paychex is a leading payroll and HR solutions provider offering W-2, 1099 and ACA filing as part of its SMB and mid-market payroll services — a comparable incumbent serving the same end employer customers.

Direct peers

• Track1099: Track1099 is a direct competitor offering 1099 e-filing with bulk upload, TIN matching, and integrations with QuickBooks and Xero — virtually the same SMB and accountant use cases as eFile4Biz.
• Yearli (Greatland): Yearli by Greatland Corporation is a long-standing W-2, 1099, 1095 and ACA e-filing and print/mail service for businesses and accountants — overlapping closely with eFile4Biz's product breadth and customer segments.
• Tax1099.com: Tax1099.com is an IRS-authorized e-file provider for 1099, W-2, 1095 and ACA forms with API-first delivery and volume pricing — directly comparable to eFile4Biz's core self-serve filing platform.
• W2 Mate: W2 Mate provides W-2 and 1099 e-filing, print and mail, and SSA/IRS submission with bulk upload — a direct SMB-focused competitor to eFile4Biz's filing workflow.

Others

• Xero: Xero is a key accounting-software integration partner that provides the upstream 1099 data feed eFile4Biz relies on; while not a direct filing competitor today, it is an ecosystem participant that could expand into native filing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/efile4biz
• YouTubeyoutube.com/channel/UCO8u-Q_KAerCIIOPEwBBnuA
• Facebookfacebook.com/efile4biz

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about eFile4Biz