Compliance leadership Leverage 1099 Pro’s position as a market-leading information reporting solutions provider to position cross-sell opportunities with clients needing comprehensive IRS form compliance, ACA reporting, and FATCA/CRS capabilities, highlighting a single vendor for multi-form and multi-year needs.

Acquisition leverage With the 2021 acquisition by Sovos Compliance, emphasize extended product reach, enhanced regulatory updates, and continued integration potential to sell expanded governance, risk, and compliance (GRC) solutions to existing customers.

SMB to enterprise cross-sell Current client base spans any size business due to desktop, internet-based filing, and client-server back-ends; target upsell from SMB users to enterprise-grade ASP/MSSQL solutions and real-time TIN matching for scalable, ongoing tax information reporting.

Multi-product allure Highlight the breadth of offerings spanning 1095/1098/1099 reporting, W-2/W-3, and TIN matching services across on-premises and cloud (e-file and hosted) platforms to address both seasonal spikes and year-round compliance workloads.

Strength in certifications Promote trust with SSAE 16 SOC I Type II and MBE certifications and Microsoft Partner status as differentiators when engaging risk-averse finance and HR departments seeking proven, compliant software partners.