Tab Service Company

What Tab Service Company does

Tab Service Company is a Chicago-based back-office business process outsourcing (BPO) provider founded in 1960 that delivers high-volume document and data processing services to regulated industries. The company serves more than 2,500 clients across higher education, healthcare administration, insurance, hospitality, retail, and corporate segments, with named customers including BeneSys, Temple University, Johns Hopkins, Hyatt, Hallmark, Kroger, 1-800-Flowers, Brother, and the American Bar Association. Its service portfolio spans document scanning, data entry, print and mail fulfillment, digital mailroom management, survey processing, and specialized tax form processing through its proprietary TAB1099 and TAB1098-T platforms.

The company's technical foundation rests on intelligent document capture (OCR-based) paired with dual-verification workflows that combine automated extraction with manual review for accuracy. TAB1099, launched in 2005, is an IRS-authorized 1099 tax form processing platform accessible via a self-service portal (tsc1099.com) with API integrations to accounting and HR systems including QuickBooks, Sage, and ADP. TAB1098-T, launched in 2017, extends the same model into the higher education vertical with native integrations to major Student Information Systems (Ellucian, PeopleSoft, Jenzabar). The company maintains SOC 2 Type II certification (held continuously for 20+ years) and operates under HIPAA, IRS e-file, GDPR, CCPA, FERPA, and GLBA compliance frameworks — a multi-regulatory posture that is a core go-to-market asset for buyers in regulated verticals.

Revenue is generated through a mix of per-page pricing for scanning (typically $0.07–$0.15 per page), per-transaction fees for tax form processing, per-piece pricing for print and mail, and subscription or transaction access to its proprietary TAB1099 and TAB1098-T platforms. The company has historically been self-funded with no disclosed external capital, no M&A activity, and no publicly reported leadership changes. A reported 98% client recommendation rate suggests strong retention, though specific revenue, headcount, and churn metrics are not disclosed.

Name

Tab Service Company

Legal name

Tab Service Company

Website

https://tabservice.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

1–10 employees

Short description

Tab Service Company is a Chicago-based back-office BPO founded in 1960 that delivers document scanning, data entry, print/mail, digital mailroom, and tax-form processing (TAB1099, TAB1098-T) to 2,500+ regulated-industry clients including Hyatt, Kroger, Johns Hopkins, and Temple University.

Ownership category

akta.pro rank

Product category

Business Process Outsourcing

NAICS

Office Administrative Services (561110), Business Service Centers (56143), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Office Administrative Services (5611)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Print, Mailroom & Document Workflow Services (Inbound/Outbound Processing) (BPAAAKAL)

Keywords

• Back office outsourcing
• Document scanning services
• Tax form processing
• Print and mail services
• Digital mailroom services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Document Scanning Services: Project-based or per-page pricing for high-volume document scanning and digitization, including large-volume archiving, one-time projects, and ongoing scheduled scanning. Revenue derived from healthcare, legal, financial, and higher education clients converting paper records to digital formats.
2. Data Entry & Data Capture: Per-transaction pricing for converting paper forms, invoices, surveys, and records into structured digital data. Includes custom validation, dual verification, and delivery in multiple formats (Excel, CSV, XML, database imports).
3. Print & Mail Services: Transactional print and mail services including per-piece pricing with volume discounts. Encompasses direct mail marketing, transactional statements/bills/notices, check printing and mailing, and large format printing/scanning. Revenue derived from print production, postage optimization savings, and mailing services.
4. Survey Services: Per-response pricing for high-volume paper survey processing including design, printing, distribution, data capture, and analysis. Custom pricing for complex research needs.
5. Digital Mailroom Services: Subscription or per-piece pricing for daily mail pickup, scanning, OCR processing, digital delivery, and secure document storage/destruction.
6. TAB1099 Tax Form Processing: Per-form pricing based on volume for 1099 and other tax form processing, printing, mailing, IRS e-filing, and state filing. Includes unlimited corrections at no extra cost. Platform access is free for print/mail customers.
7. TAB1098-T Higher Education Tax Services: Per-student or per-form pricing for 1098-T processing, student portal access, IRS e-filing, and print/mail services for colleges and universities. Can be bundled with 1099, 1095, and W-2 processing.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Tab Service Company is a Chicago-based back-office outsourcing (BPO) service provider that delivers document scanning, data entry, print and mail, digital mailroom, survey, and tax form processing (TAB1099 and TAB1098-T platforms) services to regulated industries. With 65+ years of experience and SOC 2 Type II audited operations, the company combines automation technology (OCR, intelligent document capture) with human quality control to handle compliance-heavy processes for higher education, fintech and banking, healthcare, legal, and benefit fund administration clients.

Product overview

Tab Service Company offers a comprehensive back-office outsourcing platform with specialized modules for document management, tax compliance, and customer communications. The core portfolio includes document scanning and digitization services (encompassing medical records scanning and digital mailroom), data entry and data capture with 99.9% accuracy, and print and mail services (transactional mail, direct mail marketing, check printing, and large format printing). The TAB1099 and TAB1098-T platforms provide cloud-based tax form processing for 1099/W-2/ACA forms and 1098-T forms for higher education respectively. Survey services complete the document lifecycle management offering. These services integrate with major Student Information Systems (Ellucian Banner, PeopleSoft, Colleague), legal document review platforms (Concordance, Relativity, Everlaw), accounting systems (QuickBooks, Sage, ADP), and benefit administration platforms. All services operate from a SOC 2 Type II audited facility with HIPAA compliance for healthcare operations.

Differentiator

Problem solved

Functional benefit

Brands

• TAB1099: Cloud-based platform for 1099 tax form processing, IRS e-filing, and recipient delivery services
• TAB1098-T

Products and services

• TAB1099 Platform Cloud-based tax form processing platform for 1099, W-2, and ACA form filing that handles data validation, IRS e-filing, and recipient delivery with unlimited corrections. Built for businesses and SMBs that need IRS-compliant contractor and payroll tax reporting.
• TAB1098-T Platform Cloud-based 1098-T tax form processing and e-presentment platform built exclusively for higher education institutions. Includes ADA-compliant student portal, SSO integration, and 24/7 secure access for student 1098-T retrieval.
• Document Scanning Services Enterprise-grade document scanning and digitization services including large-volume archiving, one-time projects, and ongoing scheduled scanning. Supports resolutions up to 600 DPI with OCR for searchable output, helping regulated industries convert paper records to digital formats.
• Medical Records Scanning HIPAA-compliant medical records digitization service converting patient files, clinical records, and medical documents into secure, searchable digital files ready for EMR/EHR integration. Targeted at hospitals, health systems, clinics, and other healthcare providers.
• Digital Mailroom Same-day mail scanning and routing service that receives physical mail, opens, scans, and digitally delivers correspondence. Features custom workflows, OCR, and secure portal or email delivery for organizations wanting to digitize inbound paper mail.
• Data Entry and Data Capture Precision data entry and extraction services converting paper forms, surveys, invoices, and records into structured digital data with 99.9% accuracy and dual-verification workflows. Serves organizations needing high-volume data digitization with custom validation rules.
• Transactional Mail High-volume transactional print and mail services for bills, statements, notices, and regulatory correspondence with postal optimization and SOC 2 compliant processing. Used by financial institutions, utilities, and other businesses sending customer correspondence.
• Direct Mail Marketing Complete direct mail campaign production and fulfillment including variable data printing, NCOA address validation, CASS certification, and USPS-presorted mailing with postal optimization for marketing campaigns.
• Check Printing and Mailing Secure check printing and mailing service using MICR check stock with fraud protection features, Positive Pay integration, and document bundling with letters or statements. Serves banks, benefit funds, and other check-issuing organizations.
• Large Format Printing and Scanning Wide-format blueprint and drawing printing and scanning services with resolution up to 1200 DPI for architectural, engineering, and construction documents.

Quantifiable outcome

• 75% reduction in physical storage needs for document scanning clients
• +9 more outcomes

Named customers15 records

Segments8 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration29 records

AI capability4 records

Feature7 records

Partnerships

Eleven partnerships are on record, tiered core.

• Ellucian BannercoreTechnology or IntegrationIntegration with Ellucian Banner student information system for seamless 1098-T data exchange. Part of comprehensive SIS integration supporting higher education clients with automated data synchronization between Tab's tax processing platforms and institutional systems.
• PowerCampuscoreTechnology or IntegrationIntegration with PowerCampus SIS enabling automated student data transfer for 1098-T processing. Supports complex higher education environments with multiple enrollment scenarios.
• Nelnet QuikPAYcoreTechnology or IntegrationDirect integration with Nelnet QuikPAY payment system allowing seamless student billing and 1098-T form generation. Single sign-on (SSO) integration provides students direct portal access from institutional systems.
• ColleaguecoreTechnology or IntegrationIntegration with Colleague student information system for higher education institutions requiring automated data exchange with Tab's 1098-T processing platform.
• PeopleSoft Campus SolutionscoreTechnology or IntegrationIntegration with Oracle PeopleSoft Campus Solutions SIS enabling automated student financial data transfer for 1098-T compliance processing.
• ConcordancecoreTechnology or IntegrationLoad file compatibility with Concordance eDiscovery platform for legal document production. Tab produces TIFF, PDF, and native files in Concordance .dat format with full metadata.
• RelativitycoreTechnology or IntegrationLoad file support for Relativity eDiscovery platform with custom RLF format production sets. Supports large-scale litigation document review workflows.
• SummationcoreTechnology or IntegrationDocument production in Summation .dii format for legal litigation support. Includes comprehensive metadata fields and OCR text layers.
• QuickBookscoreTechnology or IntegrationQuickBooks data file integration for 1099 tax form processing. TAB1099 platform accepts QuickBooks exports for seamless contractor payment data import.
• ADPcoreTechnology or IntegrationADP payroll data integration for W-2 processing and comprehensive payroll-related tax form services.
• BeneSyscoreTechnology or IntegrationBenefit fund administration platform partnership for 1099-R and participant communication processing. Tab processes approximately 440,000 tax forms annually for this partner.

Scale indicators25 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Earth Class Mail: Earth Class Mail provides digital mailroom services, receiving mail at physical addresses, scanning it, and delivering it online to customers. Its mail-handling and digital-mailroom offering is directly analogous to Tab's Digital Mailroom service, though more consumer/SMB oriented.
• Greatland Corporation: Greatland is a privately held BPO/software provider that runs the Yearli platform for 1099, W-2, and ACA tax form filing for SMBs and mid-market employers. Its tax-form BPO model, SMB self-service portal, and IRIS e-file focus closely mirror TAB1099, making Greatland Tab's most direct competitor in 1099 processing.
• Greenshades Software: Greenshades provides payroll-tax form generation and filing software (W-2, 1099, 1095) integrated with major payroll platforms. While more software-led than Tab, it competes for the same SMB/mid-market tax compliance workflow that TAB1099 addresses.
• BCC Software (by DMT Group): BCC Software provides postal presorting, address quality (NCOA, CASS), and mailing software and services. Its USPS postal optimization capabilities overlap with Tab's presort and postal-discount offerings under print & mail/transactional mail.
• ScanCafe: ScanCafe is a document scanning and digitization service bureau offering bulk, photo, and record scanning for businesses and consumers. Its per-page pricing and BPO service model closely parallel Tab's document scanning line and target similar high-volume digitization needs.
• Recordsforce: Recordsforce is a document scanning, indexing, and digital mailroom BPO serving regulated industries (healthcare, legal, financial). Its service portfolio, target verticals, and BPO delivery model are closely comparable to Tab's back-office document management operations.

Broad incumbents

• Iron Mountain: Iron Mountain is a global records-management, document scanning, and secure-storage incumbent offering digital transformation, secure shredding, and data management services. It competes with Tab across document scanning, secure storage/destruction, and digital mailroom, but at materially larger scale and broader service breadth.
• Access Information Management: Access provides records storage, document imaging, secure destruction, and digital workflow services. It directly overlaps with Tab's document scanning, digital mailroom, and secure destruction offerings, but operates a much larger multi-site footprint as a private-equity-backed consolidator.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/127217000682754
• LinkedInlinkedin.com/company/tab-service-company

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tab Service Company