Tax Documents
FinanceLinq® makes it easy to design, print, mail, and ensure compliance of all tax documents. FinanceLinq® gives you the flexibility to create and manipulate content from virtually limitless templates in a real-time self-service tool.
ADAPTABLE
Product Details
All types of tax forms are supported, including highly regulated templates with custom fields. Dynamic packages rolling from #10, 6×9, and 9×12 envelopes allow for more communication to reach the member.
SERVICE
Response, Delivery, and Tracking
Experience real-time design changes and quick service via a dedicated support team. Our mail management tools offer complete tracking and reporting from initiation through delivery via our 24/7, secure web-based platform.
POWERFUL, COMPREHENSIVE TOOL
The FinanceLinq® Portal
FinanceLinq®
Rendering Engine
Includes document composition, rendering, and design expertise. Build custom communications from scratch, or clone or modify existing documents and templates.
FinanceLinq®
Virtual Mailroom
Single, unified interface to manage inbound mail, undeliverable returned mail, inbound payments, and all outbound one-to-one correspondence. Outbound mailings are batched and mailed daily, becoming a searchable document in the portal.
FinanceLinq®
Template Design Tools
Self-serve, templated design modifications on the fly for applicable ongoing program mailings such as data-driven notices or welcome materials. Ad hoc mailing tool to initiate one-time mailings in a brand-controlled environment and variable content flexibility.
FinanceLinq®
Command Center
A comprehensive set of staff tools overseen by a dedicated project manager to run correspondence operations—including mail dates, compliance requirements, and work-in-progress oversight. All audited, automated, and with a one-day Service-Level-Agreement (SLA).
The FinanceLinq® Advantage
FinanceLinq® helps you deliver speed, clarity, and quality.
We offer unparalleled service, are backed by a legacy of experience and driven by a team of creative innovators, plus provide a simple pricing model structured according to your business needs.