Convey’s largest market segment is the insurance industry, serving all types of insurance including, health, life, property and casualty. Taxport Managed Services are a complete, on-demand solution that handles all aspects of tax information reporting, and provides an easy interface to assist with customer service calls and responses.

In addition to complete tax reporting management, clients benefit from Convey’s comprehensive TIN Compliance Services that handle every facet of TIN compliance from B-Notice solicitations to interfacing with the IRS TIN Matching program. Clients burdened with back-up withholding take advantage of Convey’s Withholding Management Services that provides a managed environment to consolidate and remit federal and state withholding data.


Taxport Managed Services allow banks and brokerage companies to easily manage tax information reporting and account management tasks. Utilizing client-branded solutions, financial institutions can efficiently maintain brand recognition and increase customer retention through customized statements and forms. Adding Convey’s e-Statements allow customers to view their tax forms online via the institution’s current website.


Taxport Managed Services help oil and gas companies focus on their core operational efficiencies while streamlining their tax information reporting processes. The complicated and time- consuming tasks of tax information reporting for this industry often make for quarterly and year-end reporting nightmares. Utilizing Convey’s Withholding Management Services enables clients to comply with state withholding and reporting requirements easily and in a cost-effective manner.

Clients have the ability to create combined statements for each recipient while providing easy audit trails and look-up of records. To alleviate reporting incorrect TINs, Convey’s comprehensive TIN Compliance Services handle every facet of the process from B-Notice solicitations to interfacing with the IRS TIN Matching program.


Serving the manufacturing industry for nearly two decades, Convey combines experience and expertise in tax information reporting to this market. Taxport Managed Services give clients access to detailed statement information in an easy-to-view format and the ability to easily provide tax forms in a printed or online format using e-Statements. Creating, reporting and transmitting tax information has never been so easy.


Tax information reporting is a necessary evil for many organizations with limited resources. Convey understands that now more than ever organizations need to carefully monitor their financial and human resources to ensure future success. Taxport Managed Services allow government agencies to manage their tax reporting process.  Online access to statements is available through e-Statements. Further, Convey’s TIN Compliance Services give such entities the assurance that they are filing only the correct information.


Convey’s On-The-Floor tax reporting solution offers a single screen entry point for all of the pertinent information that casino personnel needs to effectively process W-2G, 1042-S, 1099-MISC, W-9 and W-8 forms.