New Service From Doxim Helps Credit Unions Streamline and Enhance Year End Tax Form Processes

New Service From Doxim Helps Credit Unions Streamline and Enhance Year End Tax Form Processes

Doxim Inc., (, North America’s leading provider of web-based e-statement, enhanced statement and document imaging solutions for financial service providers, today announced its plan to launch its Doxim TaxPack™ solution to its Credit Union clients.

Doxim TaxPack™ has been successfully commercialized to the Canadian wealth management sector for several years and now brings streamlined tax form processing services to the Canadian Credit Union community for the 2012 tax season.

Doxim TaxPack™ takes the headache out of the year-end tax process. It is a fully automated solution that manages all aspects of the tax form processing, from receipt of initial files, right through to insertion into the postal system and/or upload to an online document repository.

Easy On-line Access

Doxim TaxPack™, coupled with Doxim Enterprise Content Manager (ECM) – a secure online document repository – facilitates the delivery of tax forms to members via their online banking portal, allowing them to access their tax forms conveniently online, whenever they need to.

As Doxim ECM is already fully integrated with the MemberDirectTM banking portal, many Canadian Credit Unions will be able to immediately offer their members online access to their 2011 tax forms via the MemberDirect™ eDocuments service.

The Doxim TaxPack™ is quick and easy to customize, which allows certification for other banking portals to be achieved with very little effort.

Lower Mailing Costs

The advanced form processing and handling capabilities built into Doxim TaxPack™ allows multiple tax form types to be merged into one print output, which allows all these forms to be mailed in one envelope. This leads to significant cost savings compared to mailing each form individually in its own separate envelope.

Real-Time Online Status Reporting

Doxim TaxPack™ also provides a real time portal for customers, making it easy to get the up to date status on all the tax forms that have been submitted for processing. Clients can simply log into the online portal to obtain a real-time update on the current production status of each of their tax form jobs so that they can respond efficiently to member inquiries.

Executive Quote:

“The time consuming and costly process of delivering tax forms at year end is fraught with headaches.” says Chris Rasmussen, President and CEO at Doxim. “Doxim Tax Pack™ helps deal with all these issues, cutting costs significantly, while adding huge value to the tax form distribution process, especially when it comes to providing Credit Union staff and members with online access to tax documents. We believe it will be very well received by the Canadian Credit Union marketplace.”

Chris Rasmssen,
President & CEO, Doxim Inc.
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About Doxim:

Doxim Inc. provides a full suite of enterprise content management products and services that together provide a web-based alternative to the printing and mailing of customer-centric documents such as statements, reports, client records, cheque images, confirms and transaction records. Doxim products and services are used by thousands of clients in the banking, credit union and wealth management sectors and by millions of end users across North America. These organizations work with Doxim to improve their client communications, streamline document access, meet compliance requirements, and reduce the expense, work effort and environmental impact associated with the creation, delivery and archiving of business critical documents. Doxim is a SAS 70 and CICA 5970 certified organization. Find out more at

Media Contact:

Sean O’Donovan, V.P. Marketing, Doxim Inc.
[email protected], +1-416-840-9910

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