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.
