Document Design & Processing

Statement, Invoice and Critical Communications Processing

CGI specializes in streamlined, customized, high-quality, and cost-efficient statement & invoice processing. We reduce production and postage costs using workflow & document design, high-speed variable laser printing services, postage optimization, insert management and electronic consent management/e-delivery.

Technical Specifications
  • Complex Calculations and Custom Formatting
  • Custom Analytics and Reporting
  • Fully Automated Processes with E-mail Alerts and Escalation
  • Quality Assurance Barcoding / 2D Piece Level Tracking
  • Digital Archiving

Tax Processing

CGI upholds the highest levels of data security and maintains SOC 2 Type II Compliance to keep client personally identifiable information (PII) secure. We securely connect to your data to print, mail, and archive all government required tax forms, leveraging our fully automated, 100% accurate and efficient document processing program. Our comprehensive quality assurance (QA) procedures verify your data at each stage of the process, from the initial receipt of data to the final printing.

Technical Specifications:
  • IRS Forms including but not limited to: 1096 / 1098-A,B,C / 1098-E / 1099-A / 1099-C / 1099-DIV / 1099-INT / 1099-OID / 1099-Q / 1099-R / 1099-S / 1099-SA / 5498 / 5498-ESA
  • USPS-Presort certification for the lowest first-class mailing by IRS deadlines
  • Secure Approval Process
  • Online Job Tracking

Check Processing

CGI is a trusted partner for check processing. Our team provides check printing for pensions, dividends, reimbursements, accounts payable, refunds, and payroll. All printing is aligned with, and flexible to support, client defined production cycles. With SOC 2 Type II Compliance to keep personally identifiable information (PII) secure coupled with variable data laser printing accuracy we build long term partnerships with our clients. We securely integrate and connect to source the data, format, and provide piece level reporting for transparency. Our comprehensive quality assurance (QA) procedures verify your data at each stage of the process, from the initial receipt of data to the final printing and mailing operation.

Technical Specifications:
  • MICR laser printing
  • Secure warehousing and processing facility
  • Background checks on all employees
  • Expertise in designing check stock to mitigate forfeiting risk

Our Success

99%

CLIENT

Retention Rate

100%

CLIENT

Satisfaction

99.9999%

ACCURACY

Rate