1095 Mate review
A one-time-purchase Windows tool for ACA forms, with IRS AIR submission files in Enterprise.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
1095 Mate is Windows-based software for U.S. employers and tax professionals preparing Forms 1095-C and 1094-C. The vendor positions it for applicable large employers, accountants, tax filing bureaus, payroll service companies, and benefits administrators. It is installed locally on a computer or network rather than hosted online, and supports manual data entry as well as CSV and Excel imports. For organizations that need to produce ACA forms without adopting an online service, its desktop approach is a clear fit; teams that need a non-Windows option should look elsewhere.
The published plans show two one-time prices for the stated 2025 software version. Professional Edition costs $349 and includes paper filing, PDF creation, manual entry and CSV/Excel import, with a license for one standalone computer. Enterprise Edition costs $590 and includes those Professional features, plus electronic filing submissions for upload to IRS AIR and networking for four computers. Professional supports printing and employee PDFs, while Enterprise adds the submission-file workflow; it does not remove the need to upload those files to IRS AIR. The vendor describes an evaluation copy with e-filing disabled, which is distinct from a free plan.
Its workflow covers preparing forms, previewing returns, running error checks and validations, batch printing with filtering, and saving forms for later access and corrections. Local backup and restore keep data management on the installed system. The listed integrations include Intuit QuickBooks, QuickBooks Online, Sage 50, Sage 200, Microsoft Dynamics, NetSuite, Xero, SAP, and Intacct, giving it options for organizations with varied accounting systems. Support channels include email and chat. Choose 1095 Mate when Windows installation, local data handling, and a one-time license suit your filing process; consider another product if you require web-based access or an operating system other than Windows.
1095 Mate pros and cons
- Where it wins
- Creates employee 1095-C PDFs and supports paper filing
- Imports employee data from CSV and Excel
- Enterprise generates electronic submissions for IRS AIR upload
- Where it doesn't
- Runs on Windows only
- Professional Edition is licensed for one standalone computer
- IRS AIR submission files require Enterprise Edition
1095 Mate fact sheet, pricing and score →
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