ModernEFile Mate
The facts below are what the maker publishes about ModernEFile Mate, checked and dated. Our editors have not written about it yet.
Plans and prices
From ModernEFile Mate's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| 10 companies | $245 a year | Up to 10 companies · 2026 tax year only · Single computer license · Pay once per year |
| 25 companies | $395 a year | Up to 25 companies · 2026 tax year only · Single computer license · Pay once per year |
| 50 companies | $585 a year | Up to 50 companies · 2026 tax year only · Single computer license · Pay once per year |
| 100 companies | $685 a year | Up to 100 companies · 2026 tax year only · Single computer license · Pay once per year |
| 200 companies | $875 a year | Up to 200 companies · 2026 tax year only · Single computer license · Pay once per year |
The facts
Each one read from ModernEFile Mate's own pages, with the date it was checked.
What it does
- Audience
- The vendor describes the trial as built for tax professionals, accountants, CPAs, and payroll processing providers.checked 8 Oct 2026
- Direct submission
- The software creates the e-file, and the user manually uploads it to the IRS; it does not transmit returns automatically.checked 8 Oct 2026
- Features
- Features listed include built-in error validation, real-time PDF preview and export, filing status tracking, notes, and local backup and restore.checked 8 Oct 2026
- IRS credentials
- Users need an active EFIN and ETIN authorized for employment tax returns to transmit e-files.checked 8 Oct 2026
- Local data
- The software stores entered data on the user's computer without cloud storage, and requires an internet connection when the user is ready to file.checked 8 Oct 2026
- Payroll integration
- Payroll Mate users can import company information and Forms 941 and 940 data, while Payroll Mate is not required to use ModernEFile Mate.checked 8 Oct 2026
- Purpose
- ModernEFile Mate is desktop software for preparing and e-filing IRS Forms 941 and 940 through the IRS Modernized e-File system.checked 8 Oct 2026
- Signature methods
- The software supports the ERO Practitioner PIN method using Form 8879-EMP and the Reporting Agent PIN method using Form 8655.checked 8 Oct 2026
- Support
- The purchase includes 60 days of complimentary technical support, after which support may require payment; the product page lists phone and live chat support.checked 8 Oct 2026
The company
- Founded
- 2003checked 28 Sep 2026
- Headquarters
- Orland Park, Illinois, USAchecked 28 Sep 2026
Where it runs
- Platform and license
- The 2026 edition runs exclusively on Windows 10 or Windows 11 and its license is tied to one computer.checked 8 Oct 2026
Money
- Trial limits
- The 30-day trial limits the number of companies and forms, adds a DEMO mark to printed or exported forms, and cannot create an e-file submission.checked 8 Oct 2026
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