Digital Mailroom
Service Overview
We pick up your physical mail, open and sort it, scan every document, and deliver digital copies to the right people electronically. This gives your business access to your mail instantly from anywhere in the world.
COMMON Digital Mailroom Applications:
- Remote work and distributed team support
- Multi-location business operations
- Executive mail management
- Regulatory and compliance documents
- Customer correspondence and inquiries
- Accounts payable invoice processing
- Check processing and payment handling
- Legal correspondence and time-sensitive documents
Key Benefits:
Access mail from anywhere, anytime
Daily pickup and digital delivery
Reduce physical storage and mail handling costs
Never miss deadlines for time-sensitive documents
Secure SOC 2-compliant facility
Custom workflows and routing rules
OCR text recognition for searchable documents
Original document storage or secure destruction
Our Streamlined 6-Step Process
1. Mail Pickup
We will schedule to pickup your physical mail from a PO Box set up for you on an ongoing basis.
2. Opening & Sorting
High-speed envelope slitters rapidly open all mail. Documents are sorted and categorized based on your custom workflows and routing rules.
3. Professional Scanning
Each mail document is scanned at high resolution and digitized. Multi-page documents are organized and indexed.
4. OCR & Enhancement
Optical Character Recognition (OCR) creates searchable PDFs. Documents are reviewed and enhanced for clarity.
5. Digital Delivery
Scanned documents are quickly delivered through secure email, uploaded to your network, or through our secure portal.
6. Document Disposition
Original documents are stored securely for a specified retention period. They can be returned to you or destroyed.
Why Choose Tab for Digital Mailroom Services
- Secure Processing: SOC 2 compliant facility with encrypted delivery, background-checked staff, and complete chain of custody documentation
- Flexible Workflows: Custom routing rules send invoices to AP, legal docs to counsel, checks to treasury—automatically organized the way you work
- No Software Required: Access via email, secure portal, or direct upload to your existing systems—no new software to learn or maintain
- Quality Guarantee: Human verification ensures every page is captured clearly and routed correctly, not just automated scanning
- Local Expertise: Chicago-based team available by phone for questions, special requests, or urgent needs
Industries We Serve
Technical Specifications
Mail Processing Capabilities
- Pickup Frequency: Daily, multiple times daily, weekly, or custom schedules
- Volume Capacity: Handle any volume from 10 to 10,000+ pieces
- Document Types: Letters, invoices, checks, and legal documents
- Opening Methods: High-speed envelope slitters, hand-opening for special items
- Sorting: Custom categories, routing rules, and priority flagging
Scanning & Digitization
- Resolution: Up to 600 DPI for clear, readable images
- Color Options: Full-color or black & white
- OCR Processing: Full-text searchability on all documents
- File Formats: Searchable PDF; TIFF, JPEG
- Multi-Page Handling: Automatic collation and organization
Delivery Options
- Secure Email: Encrypted email delivery to designated recipients
- Web Portal: 24/7 access to all documents through secure online portal
- FTP/SFTP Upload: Automatic upload to your network or cloud storage
- API Integration: Direct integration with your document management systems
- Mobile Access: View and manage mail from any device
Security & Compliance
- SOC 2 Type II Compliant: Annual audits of security controls
- Encrypted Delivery: 256-bit SSL encryption for all data transmission
- Secure Storage: Climate-controlled facility with restricted access
- Document Destruction: NAID-certified destruction with certificates
Workflow Automation
- Custom Routing Rules: Automatically send documents to the right people
- Priority Flagging: Mark urgent items for immediate attention
- Exception Handling: Special workflows for checks, legal notices, or sensitive items
- Integration: Connect with accounting systems, document management, or ERPs
Original Document Handling
- Secure Storage: Retain originals for your specified period (30, 60, 90 days, or longer)
- Secure Destruction: NAID-certified shredding with certificates of destruction
- Check Processing: Deposit checks or forward to your bank
Measurable Results
Client Success Stories
Zero
Lost or misrouted documents
90%
Reduction in mail-related administrative time
100%
client satisfaction with remote mail access
“Tab’s digital mailroom solution allowed our entire team to work remotely during COVID without missing a single piece of critical mail. The service has been so valuable we’ve kept it permanently.”
Business Operations Manager
Professional Expertise
Discover More Expert Services
Tab delivers secure, customizable outsourcing solutions for compliance-driven industries. We combine deep regulatory expertise, operational efficiency, and personalized service to streamline your processes, cut costs, and keep your business running smoothly and securely.