Current Partners
We seek partnerships to bring increased value to our joint customers. Our current partnerships address needs specific to certain industries and business applications. Please click on the industry links below to receive more information on Convey partners.
- Government
- Brokerage
- Compliance
- Financial Services
- Gaming
- Technology
- Insurance
- Transportation/Logistics
- Manufacturing
- Business Services
- Non-Profit
CGI Technologies and Solutions, Inc.
Elsym Consulting, Inc.
Broadridge Financial Solutions, Inc.
Tax Managed Services powered by Convey
Broadridge Financial Solutions, Inc. is a leading global provider of technology-based outsourcing solutions to the financial services industry. Our systems and services include investor communication, securities processing, and clearing and outsourcing solutions. We offer advanced, integrated systems and services that are dependable, scalable and cost-efficient. Our systems help reduce the need for clients to make significant capital investments in operations infrastructure, thereby allowing them to increase their focus on core business activities.
Compliance Technologies International, LLP (“CTI”)
At CTI, we provide compliance support to financial institutions and multi-national corporations with respect to cross-border payments. Our deep experience extends from domestic to non-resident alien tax withholding and information return reporting. CTI’s focus is to provide you confidence with your tax compliance and audit readiness.
TaxInformationReporting.com (TIR)
TaxInformationReporting.com (TIR) is a consulting firm providing its clients, including Fortune 500 companies, with accurate answers to their Form 1099 & 1042-S related questions. TIR employs tax attorneys nationally recognized as leaders in tax reporting education and consulting on specialized compliance issues.
Casino Essientials
Casino Essentials is a training solutions company that founded Title 31 online learning for the gaming industry. Casino Essentials also provides seminars and onsite training services for Cage operations, labor and scheduling, performance management, tax and Title 31 compliance.
Broadridge Financial Solutions, Inc.
Tax Managed Services powered by Convey
Broadridge Financial Solutions, Inc. is a leading global provider of technology-based outsourcing solutions to the financial services industry. Our systems and services include investor communication, securities processing, and clearing and outsourcing solutions. We offer advanced, integrated systems and services that are dependable, scalable and cost-efficient. Our systems help reduce the need for clients to make significant capital investments in operations infrastructure, thereby allowing them to increase their focus on core business activities.
MasterCard Worldwide
MasterCard Worldwide advances global commerce by providing a critical economic link among financial institutions, businesses, cardholders and merchants worldwide. As a franchisor, processor and advisor, MasterCard develops and markets payment solutions, processes billions of transactions each year, and provides industry-leading analysis and consulting services to financial-institution customers and merchants.
TriZetto
TriZetto is Powering Integrated Healthcare Management®. TriZetto provides healthcare payers with core administration systems, care and network management applications, and a wide range of constituent Web solutions. Comprehensive solutions for Medicare Advantage and managed Medicaid plans also are available, as are hosting, business and professional services.
Del Mar Datatrac
DMD is the leader in providing workflow automation to small and medium mortage bankers. We provide a suite of mortgage lending software solution modules that can be configured to support lenders’ unique processes.
Resort Advantage, LLC
Resort Advantage continues to lead the gaming industry with its Title 31 compliance innovations. Title 31 Accelerator brings the industry’s best compliance tools together into one comprehensive and integrated solution for complete FinCEN and IRS regulatory compliance that meets the needs of our casino customers today and into the future.
Casino Essentials
Oracle
IBM
Hewitt Associates
SHI International
SHI is a $3 billion+ global provider of information technology products and services. Through a virtually unlimited IT product catalog, volume licensing and logistical hardware expertise and broad portfolio of IT services, SHI offers its customers dynamic, scalable, innovative solutions delivered with world-class customer support.
StoneRiver
StoneRiver is committed to being the provider of choice for the Life/Annuity, P&C/Workers Comp and Reinsurance markets. Through innovative solutions, flexible services offerings, and strategic sourcing options, StoneRiver provides the agility to remain competitive in the changing insurance landscape – today and tomorrow.
T-Chek
T-Chek Systems, Inc. is a business-to-business provider of intelligent spend management and payment processing services. Its core competency is transaction management through flexible automated systems, providing service, insight and analytics to help companies improve decisions that impact results. T-Chek has recently entered into an agreement with Convey, allowing them to provide businesses with a more robust solution to electronic accounts payables and 1099 processing.
Avalara
Avalara is the leading provider of web-hosted sales and use tax management services. Avalara’s mission is to provide end-to-end tax management solutions to businesses of all sizes and transform the sales, use and VAT tax process for customers with cost-effective state-of-the-art solutions. With its innovative, patented technology, Avalara helps companies from every industry eliminate the complexity of tax management by automating and providing accurate tax calculation, painless administration, effortless reporting and, timely remittance.
EPICOR Software Solutions
Tax Connect 1099 powered by Convey
Epicor Software is a global leader delivering business software solutions to the manufacturing, distribution, retail, hospitality and services industries. With 20,000 customers in over 150 countries, Epicor provides integrated enterprise resource planning (ERP), customer relationship management (CRM), supply chain management (SCM) and enterprise retail software solutions that enable companies to drive increased efficiency and improve profitability. Founded in 1984, Epicor takes pride in more than 25 years of technology innovation delivering business solutions that provide the scalability and flexibility businesses need to build competitive advantages. Epicor provides a comprehensive range of services with a single point of accountability that promotes rapid return on investment and low total cost of ownership, whether operating business on a local, regional or global scale.
HOV Services
As a leader in Global Business Process Outsourcing, HOV develops fully integrated solutions that combine best-of-breed technology, leading-edge infrastructure and domain expertise to give clients the most streamlined process available. HOV’s end to end solutions for healthcare, banking and publishing and its e-content management solutions coupled with workflow based large volume transaction processing services set standards for the industry. HOV Services applies LEAN Six Sigma techniques to improve quality, reduce cost and improve cycle time of your business processes.
HOV Services' customers include over 50% of FORTUNE 100® companies across key verticals such as financial services, telecommunications, healthcare, insurance, construction, publishing, finance and accounting and government. Our customers are serviced from more than 50 locations across North America, as well as India, China and Mexico and our dedicated base of more than 8,800 employees are committed to exceeding expectations every time.
Anybill
Anybill is an on-demand accounts payable solution that combines the superior efficiency, visibility and control of software automation with the dramatic cost savings of outsourcing.
By seamlessly automating the entire accounts payable process—from invoice receipt through payment—Anybill provides organizations of all sizes with significant savings, improved transaction visibility and transparency, and greater financial control. These efficiencies are simply not possible with in house, paper-based procedures or incomplete automated accounts payable services.

