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

