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Seasonal Tax Reporting Support

A Robust and Timely Solution

Outsourcing tax compliance documents is generally most cost effective path of delivery for many financial institutions. This service includes traditional mail and web delivery options. We support all file types including 1099-INT, 1099-MISC, 1098, 1099-R, 5498, etc.

  • Document customization on request.
  • Content validation including built-in customer approval system.
  • Full-file 45-day retention of all documents at no extra cost.
  • Postal presort savings.
  • Online Presentment (See E-Statement Demo)
  • Web-Archive
  • Archive Export
  • DVD Export

A sampling of just some of the documents we support are listed with the examples on this page. The number continues to grow.

eDocuments posted

Save Trees 81,500
trees saved

Save Dollars $157 million
postage savings

Saving green
wherever we can!

Updated: March 2023

  • BDI specializes in outsource solutions for financial transactional documents and client communications including E-Statements, Print Mail, Direct Marketing and Archival Retention.

    Based in Inglewood, Calif., and celebrating 36 years in business, BDI provides multi-channel delivery solutions for a range of vertical markets and document types. The company combines innovative technology solutions with an unwavering commitment to provide a superior customer experience.

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