Track1099
Cloud-based 1099 filing platform with e-delivery.
About Track1099
Track1099 files 1099s electronically with the IRS and delivers recipient copies by email or postal mail from a single dashboard. You upload vendor data via CSV, Excel, or a QuickBooks sync, run TIN matching against IRS records to catch mismatches before submission, and send W-9 requests directly through the platform to collect missing taxpayer information. State filing is included for the states that require separate 1099 submissions. The tool fits practices or businesses handling dozens to a few hundred 1099s annually who want filing software that does one job without folding it into a broader tax suite. Bookkeepers who manage 1099 season for multiple small business clients can handle several payers under one account. What it does not do: there is no AI-assisted classification, no ledger integration beyond QuickBooks and flat-file imports, and no free tier to test the workflow before committing. Firms already using a tax platform like Canopy or Drake that includes 1099 e-filing may find Track1099 redundant. The user community is small, so peer-sourced troubleshooting is limited compared to category leaders like Tax1099 or Yearli.
Best for
Businesses wanting simple, affordable 1099 filing with electronic delivery to recipients
Key Features
- Electronic 1099 filing with IRS
- Automated e-delivery to recipients via email/mail
- W-9 solicitation and collection
- TIN matching validation
- Multi-state filing support
Pros & Cons
Pros
- TIN matching runs against IRS records before you submit, catching name/EIN mismatches that would generate B-notices
- Recipient delivery handles both email and postal mail from the same filing queue, no separate mailing step
- W-9 solicitation is built in — you send requests and collect completed forms inside the platform rather than managing them by email
- Multi-state filing covers states with separate 1099 reporting requirements without requiring a separate service
- CSV and Excel import works for any payer data structure; QuickBooks sync removes manual export for QBO users
- Per-form pricing keeps costs low for practices with moderate volumes rather than locking you into a flat annual fee
- Single account supports multiple payer EINs, useful for bookkeepers managing 1099 season across several clients
Cons
- No free tier or trial — you pay before you can evaluate whether the workflow fits your process
- QuickBooks is the only accounting software integration; Xero, Sage, and FreshBooks users rely on CSV exports
- No AI-assisted vendor classification or payment categorization — you bring clean, correctly coded data or fix it manually
- Smaller user community than Tax1099 or Yearli means fewer forums, tutorials, and peer answers when something breaks
- Firms using Canopy, Drake, or Lacerte that already include 1099 e-filing will likely pay for duplicate functionality
- Pricing scales per form filed, so high-volume payers with hundreds of contractors will see costs add up quickly compared to flat-rate competitors
Ledger Brief Take
A straightforward 1099 compliance tool that covers the basics well — electronic filing, recipient delivery, and W-9 collection — without the bloat of larger tax platforms. The TIN matching feature helps catch errors before filing, but this is essentially workflow automation rather than AI-powered tax intelligence. Best suited for practices handling moderate 1099 volumes who want dedicated filing software rather than bolting this onto their existing tax suite.
Frequently Asked Questions
Common questions accountants ask about Track1099.
What does Track1099 cost and what does the entry price include?
Pricing starts at $3 per month but is effectively per-form when filing. The base entry covers the platform access; each 1099 filed carries an additional per-form charge. There is no free plan. Check the Track1099 pricing page for current per-form rates, as they vary by form type and volume.
How does Track1099 connect to QuickBooks?
Track1099 integrates directly with QuickBooks Online and QuickBooks Desktop. The sync pulls vendor payment data into the filing dashboard. Non-QBO users must import via CSV or Excel. There is no native connection to Xero, Sage, or other mid-market accounting platforms.
How does Track1099 compare to Tax1099?
Tax1099 supports more integrations including Xero and NetSuite, has a larger user base, and offers an API. Track1099 is simpler and cheaper at low volumes, with built-in W-9 solicitation that Tax1099 charges as an add-on. If you need broad ERP connectivity, Tax1099 wins. For QBO-based practices filing under a few hundred 1099s, Track1099 is the leaner option.
Is Track1099 secure enough for client taxpayer data?
Track1099 uses TLS encryption in transit and encrypts data at rest. The platform handles IRS e-filing directly, which requires meeting IRS e-file provider security standards. It does not publish a SOC 2 report publicly, so practices with strict vendor security requirements should request documentation directly before onboarding.
Who is Track1099 not a good fit for?
Firms already using Drake, Lacerte, Canopy, or any tax suite with built-in 1099 e-filing do not need a separate tool. High-volume payers filing over 500 forms annually should compare flat-rate competitors before committing. Any practice that needs Xero, NetSuite, or Sage integration will hit a hard wall immediately.
Can Track1099 handle W-9 collection before the filing deadline?
Yes. W-9 solicitation is built into the platform. You send requests to vendors by email from inside Track1099, and completed forms are returned and stored there. TIN matching then validates the collected data against IRS records before you file, reducing the risk of penalties from incorrect taxpayer information.