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Secure, Compliant Solutions for Financial Institutions
Financial & Banking Services
1099 Reporting, Check Printing & Mailing, Document Processing & Customer Communications
Tab Service Company partners with banks, fintech companies, credit unions, mortgage lenders, and financial service providers to streamline operations, ensure IRS compliance, and enhance customer experience. We provide banking services from document processing to customer communications and tax form compliance. We deliver solutions with security and reliability.
Challenges Facing Financial Services
Our Financial Services Solutions
Financial institutions’ paper-based processes slow down operations. Regulatory compliance demands require meticulous documentation and audit trails. Meanwhile, document management, data entry, and customer communications consume significant operational resources that could be directed toward revenue-generating activities.
We provide business process outsourcing specifically designed for financial and banking services stringent security and compliance requirements. Our solutions streamline document processing, accelerate account operations, and reduce operational costs by 30-50%, all while maintaining the highest standards for data security and confidentiality.
Our Financial Services Solutions:
- Back-office and administrative support outsourcing
- Document processing and management
- Tax form processing and IRS e-filing
- Customer statements and transactional communications
- Data entry and forms processing
Financial & Banking Services
Explore Our Detailed Services Provided to Financial Institutions
1099 Tax Form Processing & IRS E-Filing
Streamline your annual tax reporting with our comprehensive tax form processing solution. We handle everything to ensure complete compliance while reducing your administrative burden. Our platform processes all 1099 form types plus 1098 mortgage interest forms, with unlimited corrections included at no additional cost.
Services We Provide
- 1099-INT specialist processing data validation and automated IRS compliance updates
- Direct IRS e-filing as authorized provider
- TIN and name validation to reduce IRS penalty risk
- State tax agency filing for all required jurisdictions
- Complete audit trail documentation
- Electronic recipient delivery through secure portal
Secure & Efficient Document Management
Eliminate costly physical storage and improve document accessibility by digitizing your records and documentation. Our high-speed scanning and professional indexing services create searchable digital archives that integrate with your existing systems. Access any document instantly from anywhere, support remote work, and respond to audits in minutes instead of days.
Services We Provide
- Business, regulatory, and audit documentation and files
- Customer account, correspondence, and records management
- Loan, mortgage, and servicing documentation
- Transaction records, check images, and payment histories
- Secure document digitization, indexing, and retrieval
Customer Statements & Transactional Communications
Outsource your monthly statement production, account notices, and customer correspondence to eliminate in-house printing infrastructure while reducing costs and improving delivery reliability. We handle everything to ensure your customers receive professional, branded communications on time, every time. Our GLBA-compliant processing includes complete tracking and audit trails for regulatory compliance.
Services We Provide
- Monthly account statements (checking, savings, loans, investments, year-end tax summaries)
- Credit card statements and billing notices
- Loan payment notices, coupons, and amortization schedules
- Regulatory disclosures and required notices (privacy, terms, fee changes)
- Past-due reminders, collection notices, and overdraft notifications
Data Entry & Forms Processing
Speed up account opening, loan processing, and back-office operations with our secure data entry services. Our dual-verification workflows ensure 99.9% accuracy while freeing your staff from time-consuming manual data entry tasks. We process all forms while integrating directly with your core banking systems and workflow platforms for seamless operations.
Services We Provide
- Digital mailroom & incoming mail processing
- Application & form processing for accounts, loans, insurance, and investments
- Payment & transaction processing support
- Customer maintenance & servicing forms
- Historical record digitization, data migration, and cleanup projects
Back-Office & Administrative Support
Tab Service Company can help reduce operational costs while improving efficiency by outsourcing routine back-office functions. We provide flexible administrative support that scales with your business needs by handling the operational details with the same security and compliance standards you maintain in-house.
Services We Provide
- Administrative and seasonal overflow support
- Project-based assistance including system migrations and backlog clearance
- Document scanning, indexing, digital archiving, and file maintenance
- Compliance documentation support, audit preparation, and report generation
- Workflow automation, process optimization, and research services
Why Financial Institutions Choose Tab
Financial Services Expertise
We understand the complex regulatory environment financial institutions navigate
Security & Compliance First
SOC 2 Type II audited, GLBA compliant, with encrypted data transmission, comprehensive audit trails, and annual security audits
Regulatory Confidence
Proactive monitoring of tax reporting regulations and automatic compliance updates with IRS requirements
Cost Efficiency
Reduce operational costs while improving accuracy, speed, and customer satisfaction
Scalability
Handle volume fluctuations without staffing challenges
Financial Institutions We Serve
- Community Banks & Regional Banks: Local and regional banks require secure, compliant processing with personal service and accountability.
- Credit Unions: Member-focused financial cooperatives seeking cost-effective operations while maintaining member service quality.
- Mortgage Lenders & Servicers: Specialized mortgage companies needing high-volume document processing, IRS compliance and document retention support.
- Fintech Companies: Digital-first financial service providers requiring scalable back-office infrastructure to support rapid growth.
- Investment Firms & Wealth Management: Asset managers, broker-dealers, and RIAs needing secure document management and client communications.
- Consumer Finance Companies: Auto lenders, personal loan providers, and specialty finance companies require efficient secure transactional mail services.
Security & Compliance
Security and Compliance for Financial Services
- SOC 2 Type II audited annually
- FERPA compliant with staff training
- HIPAA compliant for health-related records
- Encrypted data transmission
- Role-based access controls
- Comprehensive audit trails
- Background-checked staff
- Business continuity and disaster recovery
Pricing & ROI
Transparent, Value-Based Pricing
We understand financial services economics and the pressure to control costs while maintaining regulatory compliance and customer service quality.
Typical Cost Savings
- Tax Forms: 50-60% savings vs. in-house processing and IRS paper
- Customer Statements: 30-40% reduction including postal optimization
- Data Entry: Per-transaction pricing 40-60% below fully-loaded FTE costs
Flexible Pricing Models
- Per-transaction pricing
- Per-piece pricing
- Monthly subscription for predictable ongoing services
- Hybrid models combining base fees + volume pricing
- Multi-service bundle discounts
- Scalable pricing that adjusts with volume
Return on Investment
- Reduce IRS compliance risks and potential penalties
- Scale operations without proportional cost increases
- Redeploy staff to revenue-generating activities
- Improve competitive position with faster service
Getting Started
Free Consultation Includes:
- 30-minute discovery call
- Current workflow and pain point assessment
- Custom proposal tailored to your systems and workflows
Ready to Transform Your Financial Operations?
Let’s discuss how Tab Service Company can help reduce costs, accelerate processes, ensure compliance, and improve customer experience through secure, reliable business process outsourcing.