Information Reporting Features
Confidently handle all of your tax forms
Harness a single platform to collect customer information and activity, calculate reportable income and activity, and generate information returns required by the IRS.
Custom and complete data collection
Powerful and automated APIs deliver accuracy, completion, and categorization for all collected data. Manual uploads are also available.
Flexible delivery for every context
Ability to support both electronic and physical delivery of information returns to satisfy your requirements.
Complete history at your fingertips
Secure digital hosting provides easy access to historic forms and information to unlock operational efficiency.