Financial Services
Your Intricate Processing Demands
Demanding Our Attention
If you are in Financial Services, we understand that your organization is often burdened with the intricate processing demands in 1099 tax reporting.
- Mutual funds
- Stocks
- Bonds
- Savings accounts
- Trusts
- Annuities
- Mortgages
Tax deferred compensation plans, stock sales, and mortgage instrumentsrequire some of the most advanced compliance expertise in 1099 processing, so staying ahead of the tax reporting regulations for both federal and state is even more important for you.
Convey provides the Financial Service Industry:
- Easy to access and query data for multiple departments
- Automated and updated software eliminating IT support
- Elevated customer service/branding through convenient consolidated form presentation
- Handles all aspects of 1099 processing
- Provides a centralized tax information reporting system accessible to customer service staff who need to provide clients with up-to-date information on tax forms.
eStatements Solutions
Provides clients the ability to offer recipient forms online and track the opt-in/opt-out requests of recipients. Convey provides consolidated tax statements for easier recipient readability and filing while decreasing printing and mailing costs. The end result is better customer service and increased customer loyalty for less cost.