If your organization is seeking to outsource tax form processing, you need to trust the integrity and security of the tax form processing company you choose. PrintMail has been a leading innovator in the document outsourcing industry for over 30 years. More than 300 banks, credit unions, and financial services companies trust us to process, print, and mail their most sensitive customer documents including statements, compliance communications, and year-end tax forms. With PrintMail’s exclusive focus on the financial services industry and our rigorous commitment to accuracy, security, and timeliness, we deliver service that helps our clients reduce costs and avoid tax season headaches. You can depend on PrintMail to protect the sensitive information on your company’s tax forms. Among the many security assessments we perform annually, we are SOC 2 certified.
Save money on tax-season overtime and personnel when you outsource tax form printing and mailing. PrintMail makes sure the transition and start-up are smooth with a detailed checklist and timeline. Our diligent Customer Support team provides regular updates and is always available to answer your questions. You can utilize our interactive customer platform from the comfort of your office to follow the status of your tax documents and approve samples.
PrintMail currently processes the following tax documents:
1098
1098-T
1098-E
1098-SUB
1099-A
1099-B
1099-C
1099-DIV
1099-INT
1099-MISC
1099-NEC
1099-Q
1099-R
1099-S
1099-SA
5498
5498-ESA
5498-SA
1042-S
Don’t see your desired tax form(s)? Just ask! We regularly update our tax print and mail services in response to our clients’ needs.
Benefits of Outsourcing Tax Form Processing
PrintMail’s proven expertise with IRS formats (including IRIS) along with numerous combinations of financial software means your tax statements will be processed and mailed with the same trademark integrity and timeliness that already distinguishes PrintMail from other tax form processing vendors. Besides our industry knowledge and cost-effective service, our clients choose us for a variety of reasons including these benefits:
Painless implementation and outstanding customer support.
Signature QA practices notable for their unmatched accuracy.
No tax form inventory and storage hassles.
Fast mail delivery times from secure, strategically located facilities.
Up to 5-Day turnaround for both printed and digital presentment.
Ability to review & approve prior to document delivery.
Extended timelines for receiving customer files.
Expedited implementation.
Electronic Delivery Options
Only need your tax forms to be available through online banking? Want to offer your customers a range of options? PrintMail’s wide range of services allows us to print, mail and provide online eStatement presentation for any statement, loan, notice, tax or other document your company might generate. We can load all the statements we process for you, or only load statements for which electronic delivery has been requested.
Discover the PrintMail Difference
We take a personalized approach to every client and our extensive experience with a wide variety of data formats means we can accommodate your specific needs. Request a free consultation to learn how much you could save with our tax document processing services. Contact us today!
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PrintMail has been a trusted partner for over 10 years, consistently delivering reliable service that meets our operational needs.
Mary Asherbranner
Deposit Operations Manager
PrintMail is a trusted partner that you can always rely on. Be assured that your statements and notices will be delivered on time, every time. A great support team, operations team and project management support for all of your document delivery needs. By far my favorite vendor!
David W. Shaver
Senior Vice President/Deposit Operations Officer
We love working with all of you, you are honestly the best vendor I work with, hands down!
Todd Morrison
Associate Project Manager
PrintMail produces a great product. Attention to detail and are very timely in responding to inquiries.
Kathy Beach
SVP Director of Operations
Ease of implementation, security, excellent customer support.
Janette Davis
VP, Information Security Officer
I am amazed at how our client manager communicates with us. She’s very thorough and goes above and beyond what we anticipate.
Richelle Ballenger
VP of Member Experience
PrintMail has never let us down. They always meet or exceed our expectation.
