As web based solutions are becoming accepted by growing numbers of customers and organizations, companies are finding it increasingly beneficial to provide e-Statements to their tax recipients.  Between the printing, envelope and paper costs, organizations can save hundreds of thousands of dollars, and mitigate environmental impact by saving millions of sheets of paper.  Convey's e-Statements offer a unique and customizable option for clients to electronically present information through secure web-based platforms from within their own business environments.

Taking advantage of the IRS approved e-Statements is a great advantage to companies seeking to efficiently process forms, reduce printing and mailing costs and minimize environmental impacts. By using e-Statements, companies can provide an automated audit trail, fast statement delivery and increased service performance levels. Real-time client data is seamlessly integrated into the organization’s existing web-based infrastructures, offering access to tax statements, account balances and on-demand information all without custom programming.

Online access enables prompt and accurate responses to customer service inquiries about specific forms, with the ability to verify and correct information instantly. Both customer service representatives and recipients are able to view an exact representation of the printed statements online.

Convey’s e-Statements solution can also decrease the number of calls received from recipients by giving them the capability to easily view and print their statements anytime, from anywhere through a secure connection to the web. This can substantially reduce customer service time and the costs involved with handling statement inquiries and reprints. At the same time, recipients benefit from 24/7 access convenience and rapid response capabilities. Convey’s e-Statements can essentially turn the traditional statement into an online, interactive customer care tool that can strengthen relationships and build loyalty.

The e-Statements themselves can also be customized using flexible form options to display specific organizational formatting and “branding”.

The use of Convey’s e-Statements allow organizations to take full advantage of the IRS approved option which permits them to furnish e-Statements in lieu of traditional printed statements, provided certain IRS requirements are observed. The saving potential of this Opt-In/Opt-Out Service can be substantial as increasing numbers of recipients are consenting or “opting in” to e-Statements which ultimately reduce printing and mailing costs. Convey’s Opt-In/Opt-Out Service also includes the management of which recipients Opt-In to receiving e-Statements and which recipients must still receive paper statements.

Environmental Impact
With growing awareness about the realities of industry’s impact on the environment, more and more organizations are undertaking “green” initiatives to minimize any possible environmental effects their processes may entail.  Aside from ridding themselves from implications involved with printing, mailing and transporting forms, the average client that takes advantage of e-Statements save close to a million sheets of paper.  The environmental benefit is obvious. 

Contact one of our knowledgeable sales representatives now to find out more.