Our Specialized Industry Expertise

We’ve developed deep expertise in these industries with dedicated solutions

Higher Education

Tax Compliance & Student Services

Complete 1098-T processing, document management, and student communications services developed for colleges, universities, and other higher education institutions.

Key Services: 1098-T e-filing, transactional mail, digital mailroom

Why Higher Ed Chooses Tab: SOC 2 & FERPA compliant, SSO integration with campus systems, dedicated data analysts

Fintech & Banking

Secure Financial Services Processing

Account opening support, tax form compliance, and customer communications for banks, credit unions, mortgage lenders, and other fintech and banking companies.

Key Services: Document processing, 1099 tax forms, account statements, data entry

Why Financial Services Choose Tab: GLBA compliant, core banking system integration, regulatory expertise

Benefit Fund Administration

Taft-Hartley & Multi-Employer Fund Support

Document management, participant communications, and tax compliance (1099-R, 1095) for benefit funds.

Key Services: Contribution data entry, participant statements, 1099-R processing, document archiving

Why Benefit Funds Choose Tab: Audit-ready documentation

Legal

Document Services

Case file digitization, Bates numbering, and legal communications for law firms and corporate legal departments.

Key Services: Bates stamping, case file scanning, legal data entry

Why Legal Professionals Choose Tab: Concordance/Summation compatible, chain of custody protocols, deadline reliability

Healthcare

HIPAA-Compliant Healthcare Operations

Medical records digitization, claims processing, patient communications, and satisfaction surveys for hospitals, clinics, and other healthcare providers.

Key Services: Medical records scanning, claims data entry, patient statements, HCAHPS surveys

Why Healthcare Chooses Tab: HIPAA compliant, EHR/EMR compatible, healthcare domain expertise