One partner for all your forms

A single platform to automate the collection, calculation, generation, delivery, and hosting all of your IRS-required information returns. 

1099-B Example

Information Reporting Features

IRS Tax Forms

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.

Example of Portfolio Statement
Data Collection

Custom and complete data collection

Powerful and automated APIs deliver accuracy, completion, and categorization for all collected data. Manual uploads are also available.

Image showing transaction details
Form Delivery

Flexible delivery for every context

Ability to support both electronic and physical delivery of information returns to satisfy your requirements.

Download Tax Forms
Accessible History

Complete history at your fingertips

Secure digital hosting provides easy access to historic forms and information to unlock operational efficiency.

Dashboard Customer History