trusted by Colleges and Universities Nationwide

Higher Education

Tax Compliance, Document Management & Mailing Services

Partner with Tab Service Company to streamline your higher education institution’s operations, ensure compliance, and improve the student experience. We deliver quality solutions with the personal service your institution deserves, from 1098-T processing to document management and student communications.

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Core Services for Higher Education

Our Higher Education Solutions

Tax Form Compliance:1098-T and 1099 processing with IRS e-filing
Document Management: Student records digitization and archiving
Student Communications: Statements, billing, transcripts, and official correspondence
Survey Services: Student satisfaction, alumni research, and program evaluation
Data Operations: Forms processing, data entry, and database management
Administrative Support: Print, mail, and back-office process outsourcing

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Challenges Facing Higher Education

Colleges and universities are tightening budgets and demanding operational efficiency while regulatory requirements multiply, students expect seamless digital experiences, and institutions must do more with less staff. The result of this is delayed processing times, rising operational costs, and staff burnout, which all directly impact the student experience.

How Tab Service Company Helps

We provide complete business process outsourcing designed specifically for higher education’s operational and regulatory requirements. Our services reduce administrative bottlenecks, ensure regulatory compliance, and reduce operational costs, all while improving experiences for both students and staff.

Higher Education Services

Explore Our Detailed Services Provided to Higher Education

1098-T Tax Form Processing

Every file is reviewed by a dedicated data analyst, ensuring accuracy, IRS compliance, and error prevention. Students receive a seamless experience through an ADA-compliant portal with 24/7 secure access, SSO integration, and electronic delivery options. Institutions benefit from reduced staff workload, eliminated software costs, and support from a U.S.-based call center. All backed by direct IRS e-filing through an authorized provider.

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Services We Provide

End-to-end 1098-T and 1099 tax form processing on a secure, cloud-based platform
Dedicated data analyst oversight to validate files and prevent errors
ADA-compliant student portal with 24/7 access, SSO integration, and electronic delivery
Direct IRS e-filing, print-and-mail services, and unlimited post-filing corrections
U.S.-based student call center with 1-minute wait times

Student Communications & Transactional Mail

Our Student Communications & Transactional Mail service provides institutions with a fully managed solution for producing and delivering high-priority student communications. We handle all critical correspondence with precision and security, while utilizing variable data printing, postal optimization, branded templates, and electronic delivery options. Institutions benefit from reduced in-house printing costs, faster billing cycles, improved operational efficiency, and the ability to scale easily during peak periods.

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Services We Provide

End-to-end production and mailing of billing statements, financial aid letters, and registration confirmations
Fully personalized student communications, campus announcements, and important notices
Secure processing of sensitive student financial information, payment reminders and collection notices
Branded templates that maintain institutional identity across all communications

Survey Services & Institutional Research

Our Survey Services & Institutional Research solutions provide end-to-end support for conducting professional survey design and multi-channel distribution. With high-volume paper processing, we deliver clean, analysis-ready datasets in multiple formats. We ensure institutions receive actionable insights while freeing internal research teams from time-intensive data processing and meeting critical assessment deadlines.

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Services we provide

Course and instructor evaluations
Student, employee and faculty satisfaction and engagement studies
Graduate exit surveys
Alumni satisfaction and outcomes research
Program-specific accreditation surveys

Printing & Mail Services

Our Print & Mail Services support institutions with high-quality production and distribution of marketing materials, course materials, and general campus correspondence. We deliver professional printing in a wide range of formats and variable data personalization, full mailing services, postal optimization, and design support. Institutions can streamline workflows, maintain brand consistency, and meet even the tightest deadlines.

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Services We Provide

Professional printing for recruitment materials, newsletters, event programs, and campus correspondence
Variable data printing for fully personalized communications
Complete mailing services with postal optimization for cost efficiency
Design consultation, file preparation, and production support
Rush service available for time-sensitive projects

Document Scanning & Digital Records Management

Our Document Scanning & Digital Records Management service helps institutions convert paper-based student files into secure, searchable digital archives. We ensure records are easy to retrieve and fully compliant with FERPA and institutional retention requirements. With direct migration into your existing document management system, institutions gain instant access to information while reducing storage costs and improving response times.

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Common Applications

Legacy student transcripts and academic records
Admissions applications and supporting documents
Financial aid files and supporting documentation
Student employment records
Disciplinary and counseling records
Historical archives and institutional records

Why Higher Education Institutions Choose Tab

Higher Education Expertise

We understand the unique challenges of FERPA requirements, accreditation standards, and student service expectations

Security & Compliance First

SOC 2 Type II certified, FERPA compliant, with comprehensive audit trails and data protection protocols

Flexible Solutions

Custom configurations to match your processes. We adapt to you, not the other way around

Personal Partnership

Direct access to dedicated account managers who know your institution

Cost Efficiency

Reduce operational costs with quality and speed compared to in-house processing

Scalability

Handle volume fluctuations without staffing challenges

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Institution Types We Serve

Four-Year Universities: Public and private institutions with 5,000+ students requiring enterprise-quality solutions for complex operations.
Community College Systems: Multi-campus systems needing centralized processing with campus-specific reporting and distributed access.
Private Colleges: Smaller institutions (1,000-5,000 students) seeking enterprise capabilities without enterprise-level infrastructure costs.
Technical & Career Colleges: Specialized programs with unique enrollment patterns, frequent start dates, and non-traditional student populations.
Graduate & Professional Schools: Law, medical, and business schools with specialized program needs and professional student expectations.

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Technical Capabilities for Higher Education

System Integrations

Compatible with Student Information Systems: Ellucian Banner, Colleague, PowerCampus, Jenzabar, PeopleSoft Campus Solutions
Payment Systems: Nelnet QuikPAY, Nelnet Enterprise
System Integration Methods: SSO, SAML, SOAP Web Services
Custom APIs: Real-time data exchange for advanced integrations