History

Convey was founded in 1986 by John Graves as a software company dedicated to providing tools to support tax information reporting. In the late 1990s, Convey software clients began turning to the company and asking for a more comprehensive solution for their tax information reporting needs. Organizations were tired of dealing with the ever-changing complexities of keeping up with state and federal regulatory requirements, data storage, security and management reporting. In 2000, in response to market demand, the company sought out to simplify the complex burden of tax reporting and began offering Taxport Managed Services. Immediately, some of the biggest companies in North America began using Taxport’s web-enabled managed services for their needs.

Services
Since moving into on-demand services, Convey has expanded into offering solutions and services for every aspect of tax information reporting including TIN compliance, withholding management, and e-Statements. The company serves nearly every vertical segment in today’s marketplace. Their solutions allow clients to reduce project and financial risk, control costs through subscription-based pricing and improve customer service performance. Industries that rely on Convey include:

• Financial Services
  
  
• Banking
• Insurance
• Retirement
• Brokerage
  
  
• Oil & Gas
  
• Manufacturing
• Government
• Gambling

Security

In addition to leading the industry in terms of solutions and customer base, Convey also enjoys the distinction of being the only ISO 27001 registered on-demand tax information provider.  On top of leadership in service and quality, customers can rest assured that Convey’s information security management has been tried and tested and employs the best possible industry practices to safeguard clients’ secure information.  

Convey’s leadership consistently meets and exceeds customer needs and expectations.  Find out more about how Convey can meet your information reporting needs. 

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