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.

Core Services Include:

  • 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.