Aggregate941Filing
Aggregate941Filing is cloud-based software for tax professionals, PEOs, CPEOs, and Section 3504 agents filing for clients.
What Aggregate941Filing is
Aggregate941Filing is cloud-based software for tax professionals, PEOs, CPEOs, and Section 3504 agents filing for clients. It facilitates electronic filing of aggregate Form 941 and Schedule R, with client data supplied through Excel or CSV templates, an API connection, custom file conversion, or manual entry. The product includes a dashboard, multiple-user access, enhanced client management, and an audit check using IRS business-rule validation. Listed supported forms include Form 940 Schedule R, Forms 940, 941, and 944, W-2, 1099, ACA, and tax extension forms. Other listed capabilities cover tax filing, tax payment support, preparation, reconciliation, and year-end forms. Postal mailing of employee or recipient copies is available, and cloud access works from anywhere. Pricing is volume-based with no listed amount; users are directed to contact support. The site lists US-based phone support and 24/7 email support.
Good
- Excel and CSV bulk uploads
- API integration for existing software
- IRS business-rule audit check
- Multiple-user dashboard access
- Postal mailing of recipient copies
Watch out
- Designed for specialized tax filers
- Cloud and API access require internet connectivity
Who it suits
It suits tax professionals, PEOs, CPEOs, and Section 3504 agents handling client filings. Organizations can choose template uploads, API imports, conversion, or manual entry.
Verdict
Aggregate941Filing focuses on aggregate tax filing workflows with several data-entry methods, validation, supported forms, and mailing services. Its volume-based pricing requires contacting support, making return volume central to selecting the service.
Plans and prices
From Aggregate941Filing's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 941-Only Bundle | $21.42 a year | Form 941 for any 4 quarters · Shown reduced from $23.80 |
| Complete 94x Bundle | $26.77 a year | Form 941 for any 4 quarters plus Form 940 for any tax year · Shown reduced from $29.75 |
| Aggregate Filing - Annually (940 Schedule R) | — | PEOs, CPEOs and Section 3504 agents · annual filing · Includes Schedule A and 8453-EMP if applicable |
| Aggregate Filing - Quarterly (941 Schedule R) | — | PEOs, CPEOs and Section 3504 agents · quarterly filing · Includes Schedule B and 8453-EMP if applicable |
| Volume-based pricing | Priced on request | Flexible pricing package · Based on tax return volume · Pricing is determined by the volume of tax returns; contact support for pricing. |
The facts
Each one read from Aggregate941Filing's own pages, with the date it was checked.
What it does
- Additional forms
- The same e-filing features are marketed for Forms 940, 941, 944, W-2, 1099, ACA and tax-extension forms.checked 15 Oct 2026
- API authentication
- The API uses OAuth 2.0 with signed JSON Web Signature credentials and JWT access tokens.checked 15 Oct 2026
- API integration
- The product supports a RESTful API for importing aggregate-form data and e-filing it from existing software.checked 15 Oct 2026
- Bulk data upload
- Users can upload client data through Excel or CSV templates.checked 8 Oct 2026
- Bulk upload
- Users can import client data through Excel or CSV bulk-upload templates.checked 15 Oct 2026
- Client management
- The product includes enhanced client-management capabilities.checked 15 Oct 2026
- Cloud access
- The site describes the software as cloud based and accessible from anywhere.checked 8 Oct 2026
- Custom file conversion
- The provider says files in other formats can be uploaded and converted into its required processing format.checked 15 Oct 2026
- Dashboard
- The software advertises an easy-to-use dashboard for accessing filing work.checked 15 Oct 2026
- Dashboard and users
- Listed features include a dashboard, access for multiple users, and enhanced client management.checked 8 Oct 2026
- Documentation depth
- Documentation covers endpoint examples, authentication, rate-limit FAQs, filing workflows, PDF retrieval, webhooks and rejection handling.checked 15 Oct 2026
- Intended users
- The product is presented for tax professionals, PEOs, CPEOs, and Section 3504 agents filing for clients.checked 8 Oct 2026
- IRS authorization
- The site identifies the provider as IRS-authorized for electronic filing.checked 15 Oct 2026
- Limit: Birdeye payroll reliability
- Reviewers reported state-payment discrepancies and payroll filings allegedly not being completed despite completion emails.checked 15 Oct 2026
- Limit: Google Play sign-in and download
- App reviewers reported sign-in failures, Android download problems and concern about being forced to create an account.checked 15 Oct 2026
- Limit: SmartCustomer refunds
- A reviewer complained about a rejected nonprofit filing and refusal to refund the fee after discovering free IRS filing was available.checked 15 Oct 2026
- Limit: Trustpilot filing environment
- One reviewer reported live filings being routed to a sandbox and another said support and chat were ineffective.checked 15 Oct 2026
- Mailing
- The site says it offers postal mailing of employee or recipient copies.checked 8 Oct 2026
The company
- Company founded
- LinkedIn lists SPAN Enterprises as founded in 2009.checked 15 Oct 2026
- Company headquarters
- The listed company address is 2685 Celanese Road, Suite 100, Rock Hill, South Carolina 29732.checked 15 Oct 2026
- Company ownership
- Aggregate941Filing.com says it is owned and managed by SPAN Enterprises LLC.checked 15 Oct 2026
- Company size
- LinkedIn classifies SPAN Enterprises as having 51–200 employees and shows 103 employees on the page.checked 15 Oct 2026
- Headquarters
- Rock Hill, South Carolina, United Stateschecked 28 Sep 2026
Where it runs
- iOS requirements
- TaxBandits Companion requires iOS 17 or later on iPhone and iPad.checked 15 Oct 2026
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