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.
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.
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
Includes document composition, rendering, and design expertise. Build custom communications from scratch, or clone or modify existing documents and templates.
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.
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.
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.