About Us

Convey blends a unique mix of tax geeks and technologists. Tax information reporting is all we do, and we do it better than anyone else. We didn’t become the #1 private third-party filer of 1099 forms by twiddling our thumbs, it took countless hours of hard work and a combination of client service and agile technology that supersedes our competitors.

Our Service

To be frank, we are client-dedicated compliance for your company. Every tool we create, every service we offer, is backed up by a team of tax technology experts that won’t stop until our clients are flashing their pearly whites — onboarding, support, everything — it’s the whole shebang.

IRS regulations don’t make this easy. In fact, it’s hard, complex and constantly evolving. But we have a few tricks up our sleeves and an insatiable dedication to our clients. We make tax information reporting easy again.

Once upon a time Convey sold software. Not anymore. Now we offer a portfolio of solutions backed by impeccable customer service at every turn. We always have, and will always be, here for you.

Our Technology

We are early adopters. At the same time, we are constantly monitoring the pulse of the ever-changing IRS rules and regulations. With the rise of cloud computing, we brought our flagship Taxport software online. No more software in a box, or time-consuming installations. When a tax form changes last-minute, it’s updated in mere weeks.

When the Manifesto for Agile Software Development was published, we listened. Like its name, practicing Agile requires us to be adaptive, collaborative and evolutionary. And new business needs are constantly being discovered.

We now process everything from federal, direct state, Puerto Rico, Canada, Guam, and ICR forms to penalties, corrections, withholding, customer service ticketing and all 1099, 1098, 5498, W-2, 1042-S forms. And, in partnership with our clients, we’ve accommodated hundreds of unique situations in hundreds of unique industries, holding future-focused versatility at a maximum.

Our Numbers

  • 98% client retention
  • 26% year-over-year growth
  • 100% dedicated to tax information reporting