Service

Tax Form Processing For Credit Unions

Since 1993, credit unions of all sizes have entrusted PrintMail with the security and timely processing of their customer statements and other documents. We offer the same high quality and rigorous level of security with our credit union tax form processing services. Besides the trust our clients have in our integrity and accuracy, they outsource to PrintMail because it reduces costs. When you decide to work with a credit union tax form processing vendor, you reduce or eliminate extra costs associated with tax season such as hiring extra employees and  paying overtime.

Improve Your Bottom Line By Outsourcing Credit Union Tax Form Printing

Financial institutions can usually reduce spending by up to 20% by outsourcing the printing and mailing of their tax forms, especially in combination with other document outsourcing. When you lower costs in this area you can invest more in the products and services that engage new and existing members.

PrintMail delivers cost-effective solutions for credit unions by mailing with maximum postal discounts, streamlining the process with presorting and Intelligent Mail Barcode tracking, purchasing the latest equipment so you don’t have to, and marketing eStatement presentation to your members to reduce your overall printing and mailing costs.

Find Peace Of Mind In PrintMail’s 99.9999% Error-Free Record

Since the company’s beginning, PrintMail employees have been committed to exceptional service that exceeds our customers’ expectations. Our willingness to “go the extra mile” is one of the reasons more than 400 financial institutions have trusted us to process their most sensitive documents including tax forms and account statements. We realize that IRS forms contain more sensitive personal information than any other document, which is why you’ll appreciate our dedication to accuracy and our rigorous quality control process. We use a variety of security measures, including internal and external audits, to ensure your data is protected.

  • PrintMail’s quality control inspectors work only for our company in our 4 nationwide facilities. They check every job twice before it goes out.
  • An additional layer of protection 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.
Monitor Your Credit Union’s Tax Form Processing

While outsourcing tax form printing and mailing is convenient and cost-effective, some credit unions have concerns about retaining control of the process. Recent data breach stories have eroded consumers’ trust in many big companies, so of course you don’t want your credit union to be the subject of the next headline. That’s why PrintMail developed a customer portal that allows our clients to control the overall process without having to worry about the details. Our new RYSE initiative is a company-wide investment in technology and customer service that will make our interactive customer platform even faster give you access to technology that is superior to your in-house resources. The RYSE platform also makes it easier to manage your jobs and make changes. PrintMail is your partner in every service we provide, offering the exact 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.
What Tax Form Processing Services Does PrintMail Offer?

We currently process and mail 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
Why Choose PrintMail?

Our proven expertise with many combinations of 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. Just follow our simple steps from submitting required data to receiving and approving samples. Before you know it your tax forms will be live and ready to be mailed or sent to your members through electronic delivery. You’ll also have access to a dedicated Customer Support team that will provide regular updates and answer any questions that arise.

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 members who have chosen electronic delivery. Uploading all forms means that new electronic delivery members will be able to view their entire statement history online, a nice incentive for your members to convert to eStatements.

 

Discover The PrintMail Difference

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

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