Built for the work your clients trust you with
Manage high-volume compliance across clients with Zenwork. Give your firm the infrastructure to handle growing verification and tax reporting volumes with consistent workflows.
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Regulatory changes bring new reporting decisions
A single regulatory update in federal or state reporting requirements can create hundreds or thousands of individual reporting decisions across your portfolio.
FIRE is retiring
The IRS is retiring FIRE on November 19, 2026, and will stop accepting information returns after that date. IRIS will be the only federal efiling route for the 2027 filing season.
Not every 1099 uses the $2,000 threshold
The new $2,000 threshold applies to certain 1099-NEC and 1099-MISC payments, it does not apply to every reporting category.
State reporting obligations differ
Federal changes do not automatically flow into state filing obligations. Each jurisdiction can have its own thresholds, forms, and filing requirements.
Every filing has a firm-wide impact
A missed reporting obligation can create additional work to identify affected clients, make corrections, and coordinate follow-up.
Grow your client portfolio, not the manual work
When recurring compliance tasks follow the same process, firms can take on more clients without adding the same level of effort.
Spend more time on client work.
Reducing repetitive compliance tasks can create more capacity across the firm for higher-value client work and review.
New clients don’t mean a new process.
The firm can add consistent compliance processes across engagements instead of using a different delivery process for every new engagement.
Give the client clear answers to filing questions.
Know where every client filing stands, what was filed, delivered, corrected, or still pending, without reconstructing the entire process.
A single compliance process for the entire client lifecycle
Zenwork connects verification, reporting, tax records, and payment activity across your firm’s client portfolio and compliance operations.
Payee information gets validated before reporting.
Resolve payee data issues before it reaches reporting. Check payee information against IRS and USPS records before data errors affect client filings.
Reporting activities continue even after submission.
Federal transmission is not the end of the process. Bring post-filing activities into the same process from state filing and recipient delivery to corrections and per-form status.
- FederalAccepted
- StateSubmitted
- RecipientDelivered
Client tax records are accessible throughout the year.
Access the records your teams need year-round. Use bulk transcript retrieval and digital authorization to support client advisory and resolution work.
- 2024Archived
- 2025Archived
- Current2026Accessible
CAAS payment history can reduce year-end work.
Instead of rebuilding records at year-end, use vendor payment history to prepare supported Forms 1099-NEC and 1099-MISC.
80% less time spent on manual filing
After mergers introduced inconsistent processes across its offices and created operational challenges, Eide Bailly needed a more consistent way to run tax reporting across teams and offices. Tax1099 helped them centralize and automate their filing process.
“I love how in Tax1099 I can upload the file, walk through the entire process, and easily upload it to the IRS directly… I can see what has been processed and where it’s at.”
Let AI take on the repetitive work
Use Zenwork AI for repetitive preparation across high-volume operations. AI prefills forms, flags potential issues, and answers IRS questions while professional review and final decisions remain with the team.
Pre-filled forms reduce repetitive data entry
Pre-filled forms take less preparation and leave the team more time to review information before submission.
Brings errors to reviewers’ attention
Automated checks highlight any potential errors and help teams prioritize records that may require additional review.
Get IRS guidance for day-to-day filing work
Ask tax questions through voice or chat to get IRS-grounded answers with human escalation.
Keep filing decisions under your firm’s control
Create clear accountability and assign the team to the right roles using separate permissions for preparation, review, approval, and e-filing.
- PreparationPreparer
- ReviewReviewer
- ApprovalApprover
- E-filingE-filer
Work with the systems your clients already use
Bring different client systems into one reporting process through supported integrations, bulk intake, and APIs without standardizing every client on one system.
- QuickBooks Online and Desktop
Xero
Sage Intacct
NetSuite- BILL
Tipalti
- Integration
- Bulk import
- API
One governed workflow
Frequently asked questions
What does FIRE retirement mean for accounting firms filing 1099s in 2027?
Accounting firms that previously relied on FIRE need to transition to IRIS for tax year 2026 information returns filed in 2027. The change affects both the submission route and the filing process behind it. Zenwork has been IRIS-native since launch and files under its own TCC, removing a separate IRIS transmission project from the firm’s workflow.
Does the new $2,000 reporting threshold apply to every Form 1099?
No. The $2,000 threshold is not a universal threshold across every Form 1099 or payment category. For 2026 payments, it applies to certain payments reported on Forms 1099-NEC and 1099-MISC, while other forms and payment types continue to follow their own reporting rules. Firms therefore still need to evaluate each reporting category separately.
Do states follow the new federal $2,000 1099 reporting threshold?
Not automatically. States can maintain reporting thresholds and filing requirements that differ from the federal rules, so a payment that falls below the federal threshold may still require state-level review. Zenwork supports Combined Federal/State Filing, direct-state filing, state-only filing, and applicable reconciliation within the same reporting workflow.
How can accounting firms manage 1099 filing for multiple clients?
Multi-client filing is easier to control when client data, preparation, filing status, corrections, and recipient delivery follow a consistent process instead of separate workflows for every engagement. Zenwork supports multiple clients from one account, with role-based access, bulk intake, integrations, and per-form status tracking across the portfolio.
How can accounting firms catch payee data issues before 1099 filing?
Collecting and validating payee information before filing gives firms more time to resolve mismatches before they affect client reporting. IRS TIN Matching can identify name/TIN combinations that do not match IRS records, while address checks can surface incomplete information. Zenwork keeps those validation results with the payee record for later reporting.
Scale client compliance without rebuilding the workflow for every client
See where Zenwork can cut repeated and manual steps across verification, reporting, filing, and client follow-ups.
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