Service

Tax Form Processing For Banks

For more than 20 years, banks of all sizes have trusted PrintMail to process and send customer statements in an accurate, secure, and timely manner. Did you know that we bring the same high standards and rigorous quality control to our tax form processing services for banks? And just as outsourcing statement printing and mailing saves your bank money, a bank tax form processing vendor can help you reduce costs by eliminating the need for extra personnel and overtime during tax season.

Save Money By Outsourcing Bank Tax Form Printing

Banks typically save up to 20% when they outsource the printing and mailing of their tax forms, especially when combined with other documents such as monthly statements. Eliminating costs in one area empowers you to invest more in the core functions of your business.

PrintMail delivers cost-effective solutions for our clients by taking advantage of maximum postal discounts, using presorting and Intelligent Mail Barcode tracking integration to streamline the process, maintaining the latest equipment so you don’t have to, and helping banks convert more of their customers to electronic delivery.

How Many Bank Tax Form Processing Companies Can Claim To Be Error Free?

In all likelihood, the correct answer is none, but PrintMail comes closer than anyone else with our 99.9999% error-free record. That’s one of the reasons more than 400 financial institutions have trusted us with their customers’ most sensitive information on tax forms, monthly statements and more. Of course, no document contains more personal information than an IRS form, which is why you’ll appreciate our commitment to accuracy and our rigorous quality control process, consisting of both internal and external security assessments.

  • PrintMail’s dedicated quality control inspectors work exclusively for our company in our 4 nationwide facilities. They check every job twice before it gets sent out.
  • A second layer of QC comes from JETVision cameras that scan every document for accuracy and integrity.
  • We are as dedicated to your security as you are. Every PrintMail employee undergoes extensive security training and we equip all of our facilities with the latest security technology.
  • We use the best and latest encryption technology in the industry.
  • The security of your customer information is guaranteed by SOC1 and SOC2 certification audits, annual physical security assessments at each of our facilities, and quarterly testing for internal network vulnerability.
Retain Control of Your Bank’s Tax Form Processing

While outsourcing tax form printing and mailing is convenient and cost-effective, some banks worry about losing control of the process. Recent data breach stories have eroded consumers’ trust in many big companies, so we understand you don’t want your financial institution to appear in the next headline. That’s why we’ve always had a customer portal that gives our clients an overview of their various jobs while relieving them of worrying about the details. Our new RYSE project is a company-wide investment in technology and customer service that will make our interactive customer platform even better: faster, technologically superior to banks’ in-house resources, and easier to manage and make changes. PrintMail is your partner in every service we provide, offering exactly the level of control and involvement you desire:

  • View job proofing and make simple changes to logos or other small details.
  • Track deliveries.
  • Generate and review the reports you need.
  • Provide uninterrupted service to your customers in the event of a disaster. Our 4 identical facilities are outfitted with redundant equipment so your tax forms and other important documents will always be mailed on time.
PrintMail’s Tax Form Processing Services

Our proven expertise with many combinations of banking software means your tax statements will be printed and mailed with the same trademark integrity and timeliness that already distinguish PrintMail from the competition.

PrintMail’s detailed checklist and timeline ensure a seamless transition from sign-up through distribution. You’ll also have access to a dedicated Customer Support team that will keep you informed and answer any questions that arise.

We currently produce the following tax forms. Don’t see the one you need on our list? Just ask! We regularly update our services in response to customer requests.

  • 1098, 1098-E, 1098-SUB,
  • 1099-A, 1099-B, 1099-C, 1099-DIV, 1099-INT, 1099-MISC, 1099-Q, 1099-R, 1099-S, 1099-SA
  • 5498, 5498-ESA, 5498-SA, 1042-S

Want to deliver some or all of your tax forms electronically? We offer online eStatement presentation in addition to our printing and mailing service. Choose between uploading all of the tax forms we process for you or just those for customers who have chosen electronic delivery.


Discover The PrintMail Difference

PrintMail has been an industry leader and innovator since our company was founded. We take a personalized approach to every client and offer customizable solutions to fit your specific needs. Request a free consultation to learn how much your bank could save with our tax form processing services.

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