Compliance Plus
The process of tax-information reporting is often viewed as a necessary evil for brokerage firms. It is a common belief that superior tax-information reporting does not help win new customers. However, most industry professionals acknowledge that poor tax-information reporting can result in lost customers. The official 1099 document and supplemental tax information is a customer-contact document. Wall Street Concepts believes that superior tax-information documents can and will build customer loyalty and create a competitive advantage.
Features
- Provides compliance with IRS information reporting regulations
- Provides supplemental information that is useful to the taxpayer for the completion of his or her tax return
- Outputs information in ready-to-deliver pdf files, supporting print or electronic delivery
- Includes filing with the IRS
Benefits
- Builds customer goodwill through superior tax-information reporting
- Helps you become more independent from print vendors
- Reduces the maintenance required of in-house solutions to remain compliant
- Handles everything via a single interface