# 1099 Pro Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about 1099 Pro Software - reviews, pricing plans, popular comparisons to other Forms Automation products and more.

Source: https://www.capterra.com/p/33748/1099-Pro

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# 

 1099 Pro Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

1099 Pro

## What is 1099 Pro?

One-premise suite that helps businesses manage e-filing tax forms, real-time TIN matching, information requests such as W-8/W-9 & more.

## What is 1099 Pro used for?

[Forms Automation](https://www.capterra.com/forms-automation-software/)

Top alternative

Featured

Overall rating

Based on 8 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$349

Flat Rate, One Time

Free trial  
not available

Free version not included

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Our "Best of" badge program showcases products with the highest ratings...

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Do you work for 1099 Pro?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.1099pro.com&name=1099 Pro)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### 1099 Pro

4.1 (8)

VS.

[4.6 (5,298)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting Price

$349

Flat Rate, One Time

Starting Price

$29

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (8)

Ease Of Use

4.7 (11,449)

Value For Money

4.4 (8)

Value For Money

4.5 (7,340)

Customer Service

4.3 (7)

Customer Service

4.6 (6,425)

## 1099 Pro alternatives

[4.7 (2,904)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (9,389)](https://www.capterra.com/p/121506/Docusign/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (3,526)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.7 (971)](https://www.capterra.com/p/137289/Typeform/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/33748/1099-Pro/alternatives/)

## FAQs about 1099 Pro

Overview

### What company size and specific industries is 1099 Pro built for?

1099 Pro is designed for medium and large enterprises that need tax filing and payroll management support. It is suited for organizations handling custom reports, multiple tax forms, and recurring filing processes, especially those with higher-volume compliance and payroll needs across business operations.

Features and Usability

### What are the key features of 1099 Pro?

1099 Pro offers approval process control, workflow automation, and task management for handling filing steps. It also includes customizable forms, forms creation and design, and customizable templates for preparing documents. Additional features include document management, file storage, archiving and retention, audit management, data import/export, web forms, and full text search.

Getting Started and Support

### What training and onboarding options does 1099 Pro offer?

1099 Pro offers webinars for training and onboarding. Webinars can provide guided instruction, product walkthroughs, and live presentation of key setup steps, giving teams a structured format for learning the software and reviewing core functions.

Getting Started and Support

### What customer support options does 1099 Pro offer?

1099 Pro offers 24/7 live rep support and chat. These channels give users direct help at any time, with chat suited to quick questions and live reps available for more detailed issues.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Customizable Forms

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Customize contracts and forms to collect specific information

Data Import/Export

3.0 (2)

0.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Forms Creation & Design

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Approval Process Control

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage the process of evaluating documents or requests submitted for approval

Document Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Forms Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Store, manage and track all forms in a centralized location

1099 Pro 11 features

Manage the process of evaluating documents or requests submitted for approval

Customize contracts and forms to collect specific information

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Store, manage and track all forms in a centralized location

Search for specific words or phrases within a document or database

Create, manage and track all task activities and progression

Web form that allows users to enter data that is sent and processed for different reasons

Streamlining repetitive tasks and activities through automated and predefined workflows

Features

3.8 (8)

3.8

Based on 8 reviews

## Pricing

Value for money

4.4 (8)

Single User

$349.00

Flat Rate,One Time

2 to 5 Users

$899.00

Unlimited Users

$1,499

Value for money

4.4 (8)

4.4

Based on 8 reviews

## Support, customer service and training options

Customer Service

4.3 (7)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.3 (7)

4.3

Based on 7 reviews

## User reviews

Overall rating

4.1

Based on 8 reviews

Filter by rating

5(2)

4(5)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SB

Sara B.

Teacher

Education Management

### "Awesome, I recommend!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 20, 2024

Keep track of my side jobs and their expenses

Pros

I like how I can keep exact records of my side jobs

Cons

I haven’t had any problems with using this

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

EM

Ezra M.

Owner

Luxury Goods & Jewelry

### "Deductions are easy with 1099 Pro"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 24, 2024

1099 pro has helped me find thousands of dollars in deductions for my clients that wasn't available the year before and it does it seamlessly.

Pros

I like that 1099 pro finds all your missing deductions for you so you dont miss any new or updated deductions.

Cons

The graphics on 1099 pro could be a little more updated.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AL

ARMAND L.

cfo

Machinery

### "Flawed and Does not deliver on Advertised Features"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

1.0

1.0

Customer Service

3.0

3.0

Likelihood to Recommend

0/10

January 22, 2024

Poor, was a waste of time installing and trying to use this. my time would have been better spent evaluating other options. I bought the software originally, then was told that I needed to upgrade to get the efile capability. Once that didn't work for me (tech support said the software didn't support IRIS efile, only FIRE) I asked my the money I paid for the upgrade ($200) back. Never heard back from them

Pros

Ability to print forms on Plain paper to make things easy

Cons

Said it supported multiple companies and has the ability to efile. Only efiles to the IRS FIRE System, if you are a smaller company and use IRIS, this does not work. They say it supports multiple companies (and it does) but only provides one TCC code (one company for efile) so the functionality is useless. If you are a small company, you are better off going to the IRIS site and you can download your own CSV templates from them, create your 1099's and upload your CSV to efile. This is what I did after wasting my money on the software

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CT

craig T.

controller

Marketing and Advertising

### "1099 Pro"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 12, 2019

Pros

This was fairly easy to use and very useful for 1099's.

Cons

The only con I experienced was that you must be extremely specific with the raw data.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NI

Nivaldo I.

President

Accounting

### "Is not the best but works"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

January 31, 2019

I used last year, and I regret that we change this year. The new one is a nightmare. It is easy and helpful

Pros

I used the last year and even that I was not happy at least the program do a decent work, is updated, in compliance

Cons

In my case is pricey, it does not look professional

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Mark D.

President

Accounting

### "Doesn't look great aesthetically but definitely does the job"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

7/10

September 17, 2018

Easy enough to use and got the job done. It's affordable and quick.

Pros

I was able to do exactly what I needed with relative ease. It's a straightforward product that expedites 1099 filings. It works will for accountants like me that have to file for multiple businesses.

Cons

It doesn't look very professional. I wasn't sure if I was going to use their service because it didn't seem like a particularly legitimate website. It is a good service, though.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CJ

Christy J.

admin

Accounting

### "year end 1099"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

April 18, 2018

we used this for year end tax filings

Pros

You can import prior year clients. Software is user friendly. Most important you can print on plain paper. This is a great software for year end at the CPA firm.

Cons

You will need to order the current year and down load the software, and upload prior year clients list.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

VM

Vincent M.

Manager, IT Systems & Development

Financial Services

### "1099-C Processing Made Pretty Easy"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

April 17, 2018

It was a lot more helpful than our previous vendor. Easy to use and won't take a ton of your time to meet this important IRS requirement.

Pros

The software has a new release every year, but is very affordable. This way you know you're in compliance with any rule changes. It's pretty simple to load your data and then it validated and submitted for printing and/or e-filing. I had to take this task over this year and only had a few minutes of ramp up time. They also have some helpful documentation.

Cons

Not too much. There are a lot of up-sell attempts, but they're not very obtrusive. Also, one of the up-sells would have been more effective had it been explained how crazy potential IRS fines can be before you submit. They offer an SSN verification service but we didn't get notified its importance until after submission and filing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/33748/1099-Pro/reviews/)

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