Regulation and Compliance Requirements for Financial Institutions
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TaxBandits - A Designated Solution for Financial Institutions
(Banks, Insurance Companies, Credit unions, Savings & Loan Association, and more)
E-filing Solution for Payroll & Employment Tax Filings
Supports Federal & State Filing
- TaxBandits supports both federal and state filing for a wide range of forms, including 1099, 94x, W-2, ACA, and more, ensuring comprehensive compliance for your financial institution.
W-9 Manager
- Streamline onboarding processes by requesting and managing W-9 forms from employees and clients. Instantly create and share your own W-9 forms for seamless transactions.
TIN Validation
- Validate your clients' TINs to ensure accuracy when filing your tax returns, reducing the risk of errors and potential penalties.
Distribute Recipient Copies
- Seamlessly distribute 1099 and W-2 copies to your clients via postal mailing or our secure online access portal, ensuring timely and convenient delivery.
![Advanced Payroll and Employment Tax Filing Solution](/content/NewImages/webp/banditcolab.webp)
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Custom-Branded Solutions for Financial Institutions
Team Management
- Invite your team to manage client filings.
- Assign specific roles (Preparer, Approver, or Transmitter) to team members for each client.
- Easily add unlimited members with their own logins for smooth access. Efficiently track your team member's filing activities.
Client Management
- Keep an eye on your client's filings from one secure platform.
- Invite clients to a safe portal where they can provide the necessary filing information.
- Customize the portal with your own branding( logo, email, theme, and templates).
- Use the portal for easy communication and interaction with your clients.
Efficient Filing, Affordable Pricing
- At TaxBandits, our pricing is based on volume, meaning the more you file, the more you save.
- Save time by importing all your clients' filing details using our Excel template.
- TaxBandits offers a wide range of reports to provide detailed insights into your filings.
![How to E-file with Taxbandits](/Content/NewImages/webp/request-a-customized-demo-thumbnail.webp)
Book A Free Demo
Simplify your filing process with us! Request a demo today, and our dedicated team will promptly contact you to schedule a personalized session.
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Streamline Compliance, Boost Your Revenue Effortlessly
Discover New Revenue-Boosting Opportunities
Whitelabel solution
- Take advantage of our white-label solution to rebrand our filing solution as your own. This gives you full control over branding while leveraging our advanced technology.
Referral program
- Leverage our referral program to enhance your revenue potential without any additional effort. Get a referrer link from TaxBandits and link it to your website, or promote it to your clients directly.
API Integration
- Easily integrate our API with your current system to enrich your services and appeal to more customers. This is an excellent method for integrating valuable new features into your offering.
![Simplify Compliance, Maximize Revenue](/content/NewImages/webp/whitelabelimage.webp)
Contact us
Client Testimonials
Discover the reasons why our customers continue to choose us year after year.
Connect with
The TaxBandits Sales Team
Our team is here to help you by phone, email, and live chat
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