Manage every client and filing in one place. Collaborate with clients through review and approval. File electronically and track every submission through acceptance.
Everything your team needs to prepare, review, and submit benefits compliance filings in
one place.
Our platform handles the technical heavy lifting so you can focus on
compliance and operations.
Import bulk client data across multiple EINs to get your filings started.
Create filings, validate data, and identify and resolve errors.
TPAs and clients review filings together through the client portal to resolve issues.
Clients approve filings after final validation confirms they're ready to file.
E-file 1095-B/C, Form 5500, PCORI/Form 720, and Form 5330 directly through the platform.
Track IRS/DOL status, acceptances, rejections, corrections, and full filing history.
From employers managing their own benefits compliance to professionals handling filings for multiple clients, SimpleBenefitsSuite provides purpose-built tools that simplify complex filing and compliance workflows.
Manage employee data, understand your filing obligations, complete required forms, and maintain organized compliance records from one account.
Give employer groups a simple filing experience while tracking participation, deadlines, and filing completion across your book of business.
Manage multiple organizations, upload data in bulk, coordinate filings, track client progress, and reduce repetitive administrative work.
Prepare Form 5500 and Form 5330 filings, manage extensions and corrections, and maintain complete filing histories for your clients.
Manage Forms 1094-B, 1095-B, 1094-C, and 1095-C through organized employee-data workflows.
Prepare federal ACA filings, monitor submission status, manage corrections, and maintain employer reporting records.
Calculate and report annual Patient-Centered Outcomes Research Institute fees using Form 720.
Enter plan information, calculate covered lives and applicable fees, submit electronically, and retain your IRS filing records.
Prepare and electronically file annual employee-benefit plan returns through a guided filing process.
Manage employer and plan information, applicable schedules, filing status, extensions, and prior-year records.
Prepare and electronically file excise-tax returns related to employee-benefit plans.
Use structured workflows to report applicable transactions, calculate excise taxes, manage filing details, and respond to filing issues.
Simplify ACA, PCORI, Form 5500, and Form 5330 filings while keeping your compliance
workflows
organized from beginning to end.