Year End Tax

Automating Tax Form Generation and Output

Year-end tax form processing is costly and takes excessive amounts of your organization’s time. But year in year out, it has to be done right, complying with all the strict regulatory mandates. Wouldn’t it be great if you could automate this problematic task, streamline it, add value in the process, and save significant print and mail costs en route?

Year End Tax diagram

Doxim’s fully automated electronic tax form processing solution is an  service available as part of the Doxim Customer Engagement Platform. From receipt of initial files, right through to insertion into the postal system and/or upload to an online document repository, the Doxim Year End Tax service has it covered. It’s easy-to-use, highly secure, and wraps integrity, flexibility and value around tax form processing, output and delivery, while offering the opportunity for significant savings too.

Increased Efficiency and Transparency

Speed Data Validation and Increase Transparency

  • Doxim’s online validation site permits two step validation, allowing you to review both raw data and merged tax form packages to ensure accuracy.
  • Accuracy is ensured through OMR, security sequence numbering, and dual camera validation to ensure the highest integrity for your sensitive information.
  • Our online production board, help desk, and email notifications keep you informed of your tax form status.

Save Time by Reusing Client Instruction Data

  • Doxim’s year-end portal allows you to quickly upload all client  information and data needed for year-end tax form processing
  • The portal also allows archival of instructions from year-to-year via Doxim ECM, making subsequent year-end instruction preparation quick and easy

Reduce Costs and Enable Electronic Forms

  • Doxim Year End Tax can group or ‘merge’ tax documents into one envelope providing significant postage savings
  • Doxim Year End Tax is fully integrated with Doxim ECM to allow for eTax Form delivery – reducing costs and improving the client experience

Ready to learn more?