Tax Compliance and Soft Proofing for a Large Midwestern Bank

August 15, 2019 RRD, RR Donnelley

Challenge

A banking client needed a reliable partner with experience in producing compliance forms with little supervision; quality and security levels that met their high standards, and production capacity to service their 1099 compliance business during their most competitive months.

Solution

Our BCS Compliance Team verified capacity to produce work in their most competitive month; leveraging our extensive knowledge of IRS/Tax Form Reporting, we delivered a cost-effective solution to the Bank with a high level of security, quality and peace of mind. Printing, imaging, mailing and distribution of 1099s, 1098s, and 1042Ss were performed in a single, efficient process. The BCS team enabled "soft proofing" – a secure, time-saving electronic proofing process – so the client could test production, assure accuracy, and approve imaging position of data.

Results

One sophisticated process. One satisfied client. More than 1.1 million pieces produced in 5 days with 100% mailing accuracy.

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