What Aatrix Software does

Aatrix Software, LLC is a Grand Forks, North Dakota-based provider of payroll tax reporting and electronic filing (eFiling) solutions, founded in 1986 and operating as a subsidiary within the Sovos company family. Its flagship product, the Aatrix eFile Center (also marketed as Aatrix WeFile), is a cloud-based platform that prepares and transmits W-2, 1099, and ACA (1095) forms to federal, state, and local agencies, backed by a 300+ form certified library, 50+ built-in data validations, automatic tax-table updates, and the Aatrix Guarantee covering on-time, correctly formatted filings. The technology stack relies on a Windows desktop/.NET client integrated with secure HTTPS/TLS 1.2+ transmission to Aatrix's eFile servers, plus a separate Mac product line (Aatrix Top Pay, Ultimate Payroll, Payroll Reports for Mac, TimeCard) that integrates with Intuit QuickBooks for Mac.

The company distributes through two primary go-to-market motions: (1) OEM/embedded partnerships with 60+ payroll, HR, and accounting software platforms — including Sage (multiple SKUs), Microsoft Dynamics GP, Oracle NetSuite, Acumatica, Blackbaud, Red Wing Software, and Viewpoint products — where integration can be completed in under 40 development hours and the experience is fully white-labeled for the partner; and (2) direct, self-serve download for SMB customers via free Windows software with pay-per-filing transaction fees and direct Mac subscriptions. Named end customers span agriculture, non-profit, construction, and small-business verticals, with 99% of surveyed customers reporting under 1,000 employees and ~96-97% willingness to recommend the service.

Revenue mechanics combine transaction-based eFiling fees (e.g., $0.59-$3.09 per W-2, $1.55 per ACA employee, $29.99 minimum per filing), annual Mac payroll subscriptions ($259.95 for Tax Table Service / Ultimate Payroll), a $79.95 annual Print & Mail Payroll Reports subscription, and tiered Mac support plans ranging from $99 to $995 per year. Aatrix also derives partner-channel revenue through the Sovos Partner Network Program, in which it operates as an Aatrix Connected Partner. The company holds SOC 2 Type 2 (Nov 2022) and HIPAA compliance certifications, and is led by founder/CEO Steve Lunseth with John Freden as IT Director & Security Officer; no venture funding rounds are disclosed and ownership is held by Sovos.

Name

Aatrix Software

Legal name

Aatrix Software, LLC

Website

https://aatrix.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Aatrix Software is a Grand Forks, ND-based provider of payroll tax reporting and eFiling solutions (W-2, 1099, ACA), serving 300,000+ U.S. and Canadian businesses via direct SMB software and 60+ OEM integrations with Sage, Microsoft Dynamics GP, Oracle NetSuite, Acumatica, and others. It operates as a subsidiary of Sovos.

Ownership category

akta.pro rank

Product category

Payroll Tax Reporting & eFiling Software

NAICS

Payroll Services (541214), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Payroll Software & Payroll-as-a-Service (SaaS) (BPACAIAB)

akta.pro secondary industries

Payroll Tax Filing, Compliance & Regulatory Reporting (BPAAAHAB), Payroll Tax Filing, Compliance & Remittance (BPACAIAC), Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Payroll tax reporting
• Electronic tax filing
• W-2 eFiling services
• 1099 eFiling services
• ACA 1095 compliance

Headquarters

HQ city

Grand Forks

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, Personnel, Operations, Marketing or Sales

Revenue model

1. eFiling Services - W-2: W-2 COMPLETE eFile Service at $3.09 per employee includes employee W-2s mailed, hosted online, federal and state W-2s filed, and state reconciliations filed. Online W-2 eFile at $1.39, Fed & State W-2 eFile at $1.19, Federal W-2 eFile at $0.59, State W-2 eFile at $0.81. Minimum $29.99 applies to all W-2 filings.
2. eFiling Services - 1099: 1099 eFiling services with various tiers. 1099 COMPLETE eFile Service includes recipient copies mailed, hosted online, federal and state 1099s filed. Minimum $29.99 applies to all 1099 filings.
3. ACA (1095) eFiling Service: COMPLETE ACA eFile Service at $1.55 per employee includes employee 1095-C/Bs mailed, hosted online, federal and state filings. ACA filed with W-2 COMPLETE Service first saves 50%. Minimum $29.99 applies.
4. Mac Payroll Software - Top Pay: Aatrix Top Pay for Mac requires subscription to Aatrix Tax Table Service for $259.95 annually.
5. Mac Payroll Software - Ultimate Payroll: Aatrix Ultimate Payroll for Mac at $259.95 (12-month subscription which includes the most current tax tables).
6. Print & Mail Payroll Reports: Print & Mail Payroll Reports subscription at $79.95 annually for Mac users, allowing automatic completion of over 330 state and federal forms.
7. Mac Support Plans: Annual support plans for Mac users: Silver ($99/year), Gold ($159/year), Platinum ($199/year), Unlimited ($995/year). Also prepaid support plans available.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Aatrix Software develops and operates a cloud-based payroll tax reporting and electronic filing platform (Aatrix eFile/WeFile) that prepares, validates, and transmits W-2, 1099, and ACA (1095) forms to federal and state agencies on behalf of more than 300,000 U.S. and Canadian businesses. The platform supports over 300 certified payroll reporting forms and is delivered both as a direct SMB tool (free Windows download with pay-per-filing, plus Mac payroll subscriptions) and as an OEM/embedded engine integrated into 60+ payroll and HR software products.

Product overview

Aatrix Software offers a suite of payroll tax reporting and eFiling solutions built around its core Aatrix eFile (WeFile) platform. The flagship product is the cloud-based Aatrix eFile Center that processes W-2s, 1099s, and ACA (1095) forms for over 300,000 U.S. and Canadian businesses. This core platform is supported by the Aatrix Federal and State Payroll Reports module providing 300+ certified forms for state and federal unemployment, withholding, and new hire reporting. The company also maintains a Mac payroll product line including Top Pay for Mac (integrated with QuickBooks for Mac), Ultimate Payroll for Mac, and Payroll Reports for Mac—all requiring an annual Tax Table Subscription Service. The eFile services offer tiered pricing from complete (printing, mailing, hosting, and government eFiling) down to federal-only options. Integration is achieved through 60+ embedded partnerships with accounting and payroll software including Sage, AccountEdge, AccountMate, Acumatica, Blackbaud, Microsoft Dynamics GP, NetSuite, and Red Wing Software.

Differentiator

Problem solved

Functional benefit

Brands

• Aatrix Federal and State Payroll Reports: Comprehensive payroll reporting solution providing over 300 certified payroll reporting forms for federal and state reporting
• Aatrix Top Pay
• Aatrix Ultimate Payroll
• Aatrix Payroll Reports

Products and services

• Aatrix WeFile (Aatrix eFile) Cloud-based electronic filing platform that enables businesses to eFile W-2s, 1099s, and ACA (1095) forms directly to federal and state agencies; free Windows download with pay-per-filing transaction fees and guaranteed on-time filing.
• Aatrix Federal and State Payroll Reports Comprehensive payroll reporting module providing over 300 certified federal and state payroll reporting forms (unemployment, withholding, new hire reports); forms can be printed on plain paper or electronically filed through the Aatrix eFile Center.
• W-2 eFile Service Electronic W-2 filing service that works with virtually any payroll software; users upload data via spreadsheet (CSV/tab delimited) or enter manually, then eFile Federal, State, and Local W-2 copies with employee copies mailed directly to recipients.
• 1099 eFile Service Electronic 1099 filing service that works with Accounts Payable software; supports Federal 1099 file or spreadsheet imports (CSV/tab delimited) for eFiling Federal and State copies with recipient copies mailed directly.
• ACA (1095) eFile Service Affordable Care Act compliance service for filing 1095-C/B and 1094-C/B forms; available as desktop software (ACA WeFile Preparer) or web-based preparer with FTE-based employer shared responsibility determination.
• Aatrix eFile Center Central web-based portal for all Aatrix electronic filing services; combines with the Aatrix Compliance Group to guarantee payroll reports and payments are filed to the right agency, in the required format, and on-time for filings submitted three business days before the deadline.
• Aatrix Top Pay for Mac Payroll software designed for small businesses using Mac OS and Intuit QuickBooks for Mac; tracks deductions, employer contributions, vacation, sick and holiday time, and automatically posts payroll data to QuickBooks for Mac.
• Aatrix Ultimate Payroll for Mac Full-featured Mac payroll software for larger businesses with multiple payroll items and larger employee lists; includes FreeForm Report customization, TimeCard timekeeping, and comprehensive payroll reporting.
• Aatrix Payroll Reports for Mac Automated payroll reporting subscription for Mac that automatically completes over 330 state and federal unemployment, withholding, and new hire reports from Top Pay or Ultimate Payroll data.
• Tax Table Subscription Service Annual subscription service providing automatic tax table updates for Aatrix Mac payroll software to ensure compliance with current tax rates and prevent penalties from improper deductions.

Quantifiable outcome

• 97% of customers would recommend the service (97% for W-2/1099/ACA)
• +6 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

Feature4 records

Partnerships

19 partnerships are on record, tiered core, major and minor.

• Sage SolutionscoreTechnology or IntegrationComprehensive partnership with Sage offering integrations with Sage 100, Sage 100 Contractor, Sage 300, Sage 300 Construction and Real Estate, Sage 50, Sage 500, Sage BusinessWorks, Sage HRMS, and Sage Intacct. Sage is one of the largest accounting software providers.
• Microsoft Dynamics GPcoreTechnology or IntegrationIntegration with Microsoft Dynamics GP (also known as Great Plains Dynamics) for payroll reporting and eFiling capabilities.
• Oracle NetSuitecoreTechnology or IntegrationIntegration with Oracle NetSuite for payroll reporting and eFiling capabilities.
• AcumaticacoreTechnology or IntegrationIntegration with Acumatica cloud ERP platform for payroll reporting and eFiling capabilities.
• AccountMatemajorTechnology or IntegrationIntegration with AccountMate SQL, AccountMate Express, and AccountMate LAN versions.
• AccountEdgemajorTechnology or IntegrationIntegration with Acclivity Software's AccountEdge Pro and AccountEdge Network Edition for Mac.
• BlackbaudmajorTechnology or IntegrationIntegration with Blackbaud Financial Edge and Financial Edge NXT for nonprofit fund accounting.
• Red Wing SoftwaremajorTechnology or IntegrationIntegration with Red Wing Software including CenterPoint Payroll, CenterPoint Accounting, CenterPoint Accounting for Agriculture, CenterPoint Fund Accounting, and TurningPoint Accounting.
• Cougar Mountain SoftwaremajorTechnology or IntegrationIntegration with Cougar Mountain Software payroll solutions.
• CYMA SystemsmajorTechnology or IntegrationIntegration with CYMA Financial Management, Not-For-Profit Edition, and After-The-Fact Write-Up Software.
• Open Systems, Inc.majorTechnology or IntegrationIntegration with Open Systems Inc. OSAS and Traverse products.
• Viewpoint (Vista, ProContractor, Spectrum)majorTechnology or IntegrationIntegration with Viewpoint products including Vista, ProContractor, and Spectrum for construction industry payroll.
• MIP by Community BrandsmajorTechnology or IntegrationIntegration with MIP Fund Accounting by Community Brands for nonprofit organizations.
• Church WindowsmajorTechnology or IntegrationIntegration with Church Windows church management software.
• TimeSuitecoreTechnology or IntegrationStrategic partnership announced April 2024 with TimeSuite, a cutting-edge provider of construction management software. This collaboration marks a significant milestone in comprehensive management systems for construction industry and payroll.
• AccuBuildmajorTechnology or IntegrationIntegration with AccuBuild construction payroll software including ConstructionPayroll.
• SovoscoreStrategic or Co-development PartnerAatrix is part of the Sovos company family. Sovos acquired Aatrix and integrates it into the Sovos Partner Network Program. Together, Sovos and Aatrix better inform users about changing mandates and provide easy access to tools and support.
• 360 Advanced, Inc.minorImplementation/ SI/ Consulting PartnerThird-party audit firm that completed Aatrix's SOC 2 Type 2 examination and HIPAA security compliance assessment in November 2022.
• Intuit (QuickBooks for Mac)coreTechnology or IntegrationAatrix Top Pay is specifically designed for integration with Intuit's QuickBooks for Mac, allowing automatic posting of payroll data.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Gusto: Cloud-native payroll + benefits + tax filing platform targeting the same SMB segment Aatrix serves. As Gusto expands its own filings and embedded ecosystem, it represents both a future distribution alternative and a competitive channel.
• Microix: Workflow automation platform often used alongside payroll systems for approvals and forms management in mid-market environments; overlaps with Aatrix's compliance/preparation scope for adjacent forms and processes.
• Greenshades: Niche payroll tax filing and forms provider serving small/mid-market employers and accounting partners. Overlaps with Aatrix on W-2/1099 filing, ACA reporting, and embedded distribution into payroll/accounting software.

Broad incumbents

• ADP: Payroll and tax filing giant with proprietary W-2/1099/ACA filing services across SMB, mid-market, and enterprise; competes for the same compliance-tax-filing wallet share Aatrix monetizes.
• Sovos: Aatrix's parent company and the broader global tax compliance and regulatory reporting platform into which Aatrix now sits. Sovos competes in payroll-related tax filings, sales/use tax, and e-invoicing overlapping with Aatrix's compliance capabilities at enterprise scale.
• Paychex: Large SMB-focused payroll provider with bundled tax filing and ACA services. Competes head-to-head with Aatrix for SMB payroll compliance dollar and is a candidate to internalize its own eFiling capability.
• Wolters Kluwer Tax & Accounting (CCH): Large incumbent in payroll tax filing and compliance forms software (CCH SureProcessing/ATX). Provides overlapping W-2/1099/ACA filing capabilities integrated into CPA and accounting firm workflows, competing with Aatrix on forms coverage and accuracy.
• Intuit (QuickBooks Payroll): Intuit's QuickBooks Payroll already includes W-2/1099 filing and ACA reporting for its small business installed base - a competing in-house alternative that pressures Aatrix's SMB-facing business, and also a partner via Aatrix Top Pay for Mac integration.

Direct peers

• WageFiling.com (IRIS FMP): Specialized eFiling service for W-2, 1099, and quarterly forms competing for the same SMB and accountant customer pool with a similar transaction-based pricing model and partner-software integrations.
• Yearli (formerly Greatland): Yearli is the most direct competitor - a payroll forms and W-2/1099/ACA eFiling specialist also serving accounting software partners and SMBs with nearly identical transaction-based pricing and partner-embedded distribution model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aatrix-software
• Xx.com/AatrixSoftware

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Aatrix Software