Another successful tax season in the books!

The tax season document rush is now in the rearview mirror. Year-end taxes are generally not a fun topic for anyone. But it must be done! How much interest did each member pay on their loans? What’s the total dividends paid for each member? All of these fine details help ensure members receive the information they need to file their annual tax returns.

During the month of January, XDI produced almost 5.5 million tax documents for credit union members, an increase over 2022. These documents were all produced with the quality and precision clients and members expect.

XDI has been expertly producing tax documents for credit unions for over 25 years, with 72% of XDI’s clients taking advantage of this convenient service. James, from Andrews Federal Credit Union has this to say about XDI, “XDI has always been a responsive and collaborative partner! We enjoy working with the team on Notices, Statement and Tax files, and the EnACS® solution to reduce expenses and return mail processing.”

Andrews Federal Credit Union and over 230 additional credit unions allow us to leverage our expertise in document production and presentment year-round.