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Tab Service Company Partners & Affiliations
Building Smarter Solutions Through Trusted Collaboration
At Tab Service Company, we know the best solutions come from when we work together with our partners. Through technology integrations, fulfillment services, or referral partnerships, we can collaborate with leading organizations to deliver compliance, accuracy, and results for everyone involved.
Why Partner with Tab?
What makes us a strong partner
Trust is earned through consistency. We have spent decades building a reputation as the partner businesses can count on for accuracy, security, and peace of mind. Our commitment to quality is backed by clear proof points and credentials.
- 65+ Years of Proven Reliability
- Enterprise Security, Personal Service
- Industry Compliance Expertise
- Seamless Integration Capabilities
- Co-Marketing Support
- Scalable Infrastructure
How We Partner
Flexible partnership models built around your goals
We’re open to various partnership structures depending on what makes sense for your business and your clients:
Technology Integration
Integrate directly into your platform through APIs, SSO, or custom connections, giving your users seamless access to services without leaving your environment.
Referral Partnership
Refer clients who need services outside your scope, that we provide and we’ll take care of them with the same quality you’d expect for your own brand.
Joint Marketing Collaboration
Showcase how our combined solutions solve real problems for clients with joint marketing campaigns, case studies, webinars, and event sponsorships.
Service Fulfillment
White-label or co-branded fulfillment services where we handle production, processing, and delivery while you maintain the client relationship.
Broker Partnership
Connect your clients with Tab’s specialized services and we will handle the work while you maintain the relationship and earn referral revenue.
Affiliate Partnership
Promote Tab’s services with our affiliate program and earn commissions on successful referrals from your audience.
Who Makes a Great Partner?
Organizations we work particularly well with:
Software & SaaS Companies
Add document processing, tax compliance, or print services to your platform through integration or referral partnerships.
CPA & Accounting Firms
Refer clients who need 1099 processing, document scanning, or back-office support beyond traditional accounting services.
Consulting Firms
White-label fulfillment for client projects, such as survey processing and document management, so you can focus on strategic work.
Document Management Providers
Partner on services outside your core offering, such as tax compliance, print/mail, or specialized processing your clients need.
Benefits & HR Technology Platforms
Incorporate 1099, 1098-T, or 1095 processing in your platform so clients can manage tax compliance within your system.
Legal Technology & eDiscovery Firms
Fulfill document production, scanning, Bates numbering, and litigation support for your clients’ discovery needs.
Partnership Goals
What we’re looking to achieve together:
- Lead Generation – Mutual client referrals that benefit both organizations
- Brand Exposure – Co-marketing that raises awareness for both partners
- Service Expansion – Offer clients more comprehensive solutions through partnership
- Revenue Growth – Create win-win economic models that drive business for everyone
- Client Success – Ultimately, help clients solve problems they couldn’t solve alone
Our Current Partners
Nelnet Campus Commerce
Partnership Type: Technology Integration & Referral
Partnership Since: 2016
Focus: Higher Education 1098-T Solutions
We’ve partnered with Nelnet Campus Commerce since 2016 to deliver seamless 1098-T tax form distribution for higher education institutions. Students authenticate once through their Nelnet QuikPAY or Enterprise account and gain direct access to Tab’s student portal to view and download their 1098-T forms with no additional passwords or login screens required.
Thousands of students at colleges and universities nationwide access their tax forms effortlessly through Single Sign-On (SSO) technology that combines Nelnet’s secure payment processing with Tab’s comprehensive tax compliance services.
Go Icon / Press Print
Partnership Type: Print & Mail Fulfillment
Partnership Since: Multi-year ongoing relationship
Focus: On-Demand Print Services for Senior Living Communities
“Tab Service Company has been great. They always deliver. We’ve never had a complaint from any of our customers about calendars arriving late or newsletters arriving damaged… Our partnership with Tab Service Company is very successful. I can pick up the phone and call them about products, sales, marketing, or any type of collaboration.” – Go Icon’s CFO
Tab supports 500+ Go Icon clients serving thousands of senior living residents, families, and staff with custom printing and mailing on demand. Go Icon’s customers use their software portal to design calendars, newsletters, and community documents. Tab handles printing, shipping, and distribution directly to their clients while seamlessly integrated with Go Icon’s platform.
Epperly ReSolutions
Partnership Type: Exclusive Fulfillment Partner
Partnership Since: 10+ years
Focus: Class Action Administration & Legal Notices
For over ten years, Tab has been the exclusive printing and mail fulfillment partner for Epperly ReSolutions’ class action notices, settlement checks, direct mail, and transactional communications.
We manage the entire fulfillment process, from data processing and check printing to secure mailing and delivery confirmation, allowing Epperly to focus on legal administration while we handle the logistics.
Service Channel
Partnership Type: Vetted Partner Network
Focus: Facilities Management & Multi-Site Business Operations
Tab is part of Service Channel’s vetted partner ecosystem—”an industry-leading Partner Ecosystem that generates tremendous value for all customers and partners.”
Service Channel is a facilities management platform serving multi-site businesses across locations, assets, and service providers. Tab features our TAB1099t tax form compliance solution as a service provider in their partner network, supporting their clients’ tax compliance needs.
Current Affiliations
Industry organizations where Tab participates:
(National Association of College and University Business Officers)
Corporate Partner & Event Sponsor
Relevant to: 1098-T Solutions for Higher Education
(Institute of Finance & Management)
Member Organization
Relevant to: 1099 Solutions for Finance Professionals
Getting Started
Interested in Partnering?
Whether you want to discuss referral opportunities or are exploring what’s possible partnering with Tab Service Company.
Schedule a 30-minute call