---
description: Learn more about W2 Mate pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: W2 Mate Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Accounting Software](/directory/1/accounting/software) > [W2 Mate](/software/212730/w2-mate)

# W2 Mate

Canonical: https://www.capterra.ca/software/212730/w2-mate

Page: 1 / 2\
Next: [Next page](https://www.capterra.ca/software/212730/w2-mate?page=2)

> W2 Mate Software is a tax form filing program that helps universities electronically file IRS 1098-T Tuition Statements.
> 
> Verdict: Rated **4.9/5** by 7 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses W2 Mate?

Colleges, universities, tax professionals, and students.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 7 Reviews |
| Ease of Use | 4.7/5 | Based on overall reviews |
| Customer Support Software | 4.8/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.0/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: Real Business Solutions
- **Location**: Orland Park, US
- **Founded**: 2000

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Please contact Real Business Solutions for pricing details.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Windows (On-Premise)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, China, India, United Kingdom, United States

## Features

- Accounts Payable Software
- Accounts Receivable Software
- Expense Tracking
- Financial Management Software
- Financial Reporting Software
- Fixed Asset Management Software
- Payroll Management
- Tax Management Software

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Accounting Software](https://www.capterra.ca/directory/1/accounting/software)

## Alternatives

1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3273 reviews)
2. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2003 reviews)
3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8395 reviews)
4. [QuickBooks Enterprise](https://www.capterra.ca/software/46497/quickbooks-enterprise) — 4.5/5 (20614 reviews)
5. [QuickBooks Desktop](https://www.capterra.ca/software/173879/quickbooks-desktop-pro) — 4.4/5 (2552 reviews)

## Reviews

### "Great Program for the Money\!" — 5.0/5

> **Daniel** | *April 30, 2018* | Health, Wellness & Fitness | Recommendation rating: 10.0/10
> 
> **Pros**: This program is really easy to use and enables the user to get the job done with minimal fuss, and is very straight forward.
> 
> **Cons**: Like with most software, there is a bit of a learning curve.  Fortunately, the learning curve on this program didn't seem too bad.

-----

### "good" — 5.0/5

> **Monirul Islam** | *April 5, 2018* | Recommendation rating: 5.0/10
> 
> **Pros**: powerful sales pipeline management tool loved by small and medium-sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you'll always have a great overview of sales and makes you focus on the important deals first.
> 
> **Cons**: a multifunctional billing \& routing solution for telecom \& IoT providers to automate and streamline a variety of billing processes

-----

### "W2Mate Good But Not Enough" — 4.0/5

> **Sheila** | *January 22, 2024* | Accounting Software | Recommendation rating: 0.0/10
> 
> **Pros**: Easy to use and keeps information year to year
> 
> **Cons**: Unable to file directly with IRS, have to upload file to FIRE system
> 
> It was good while we used it, but then having to use the FIRE system instead of directly filing was a problem

-----

### Review — 5.0/5

> **Ahmed** | *May 30, 2016* | Information Technology & Services

-----

### Review — 5.0/5

> **Joseph** | *April 30, 2017* | Transportation/Trucking/Railroad

-----

Page: 1 / 2\
Next: [Next page](https://www.capterra.ca/software/212730/w2-mate?page=2)

## Links

- [View on Capterra](https://www.capterra.ca/software/212730/w2-mate)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/212730/w2-mate> |
| de-AT | <https://www.capterra.at/software/212730/w2-mate> |
| de-CH | <https://www.capterra.ch/software/212730/w2-mate> |
| en | <https://www.capterra.com/p/212730/W2-Mate/> |
| en-AE | <https://www.capterra.ae/software/212730/w2-mate> |
| en-AU | <https://www.capterra.com.au/software/212730/w2-mate> |
| en-CA | <https://www.capterra.ca/software/212730/w2-mate> |
| en-GB | <https://www.capterra.co.uk/software/212730/w2-mate> |
| en-IE | <https://www.capterra.ie/software/212730/w2-mate> |
| en-IL | <https://www.capterra.co.il/software/212730/w2-mate> |
| en-IN | <https://www.capterra.in/software/212730/w2-mate> |
| en-NZ | <https://www.capterra.co.nz/software/212730/w2-mate> |
| en-SG | <https://www.capterra.com.sg/software/212730/w2-mate> |
| en-ZA | <https://www.capterra.co.za/software/212730/w2-mate> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ca/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"W2 Mate","description":"W2 Mate Software is tax form filing management software that helps educational institutions print and electronically file IRS Form 1098-T Tuition Statement. The program allows users to enter student payment data, calculate tuition amounts, print recipient copies, generate the IRS copy, and e-file 1098-T forms. It supports unlimited recipients, integrates with QuickBooks, validates data, uses password protection, and imports student payments from CSV files. The software helps institutions meet IRS reporting requirements for the education tax credits.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e082ad5a-18aa-4ce3-a182-adb948c6c0f2.jpeg","url":"https://www.capterra.ca/software/212730/w2-mate","@id":"https://www.capterra.ca/software/212730/w2-mate#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.9,"bestRating":5,"ratingCount":7},"operatingSystem":"Windows on premise"},{"@id":"https://www.capterra.ca/software/212730/w2-mate#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is W2 Mate?","@type":"Question","acceptedAnswer":{"text":"W2 Mate Software is tax form filing management software that helps educational institutions print and electronically file IRS Form 1098-T Tuition Statement. The program allows users to enter student payment data, calculate tuition amounts, print recipient copies, generate the IRS copy, and e-file 1098-T forms. It supports unlimited recipients, integrates with QuickBooks, validates data, uses password protection, and imports student payments from CSV files. The software helps institutions meet IRS reporting requirements for the education tax credits.","@type":"Answer"}},{"name":"Who Uses W2 Mate?","@type":"Question","acceptedAnswer":{"text":"Colleges, universities, tax professionals, and students.","@type":"Answer"}}]},{"@id":"https://www.capterra.ca/software/212730/w2-mate#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Accounting Software","position":2,"item":"/directory/1/accounting/software","@type":"ListItem"},{"name":"W2 Mate","position":3,"item":"/software/212730/w2-mate","@type":"ListItem"}]}]}
</script>