Tax form printing, mailing & reporting
Outsourcing tax compliance documents is generally the most cost-effective path of delivery for many financial institutions. As your strategic partner, this service includes traditional mail and web delivery options, supporting all file types including 1099-INT, 1099-MISC, 1098, 1099-R, 5498, and more.
Core services included
Every tax-season job ships with the workflow controls your operations team needs, paired with the delivery options your members expect.
Document customization
Customization on request to match your institution's brand and disclosure language.
Content validation
Built-in customer approval system catches issues before forms are released.
45-day full-file retention
Complete retention of all documents at no extra cost.
Postal presort savings
Tax-form mailings flow through the same USPS-certified sort path as statements.
Online presentment
Tax forms posted to the same eStatement workflow your members already use.
Archive & export
Web archive, archive export, and DVD export options for your retention requirements.
Forms we support
A sampling of just some of the documents we support. The number continues to grow.
Plan the next tax season early.
Tell us your form mix and member volume. We will scope a workflow that hits the deadlines.
Request a tax-season review