Tax Compliance Mail, Automated

Help Zenwork Deliver 1099s and Compliance Mail at Scale — Without the Operational Headaches

Zenwork already powers tax reporting and compliance for hundreds of thousands of businesses. Lob lets you extend that same automation to physical tax form fulfillment and regulatory notices — with full tracking, address verification, and API-driven workflows that integrate seamlessly into your existing platform. Eliminate manual print-and-mail processes so your team can focus on building the future of tax compliance.

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API-First 1099 Mail Delivery

Integrate Lob's RESTful API directly into the Tax1099 platform to programmatically generate, print, and mail recipient copies of 1099s and other tax forms — no manual intervention required.

Compliance-Grade Tracking & Auditability

Every mailpiece is tracked from creation through delivery with full audit logs, giving Zenwork and your customers verifiable proof of mailing for IRS compliance and dispute resolution.

Address Verification at Scale

Validate and standardize recipient addresses in real time before mailing to reduce returned mail, avoid IRS penalties from undeliverable forms, and protect your customers' compliance posture.

Enterprise Security You Can Trust

Lob is SOC 2 Type 2 certified and HIPAA-compliant, aligning with Zenwork's rigorous security standards including AWS-hosted infrastructure, encryption, and zero-trust architecture.

Simplify your financial services mail without tradeoffs

Transactional mail for financial services

As mail volume grows, your speed can’t slip. Lob has the infrastructure and supply chain expertise to get your high-volume tax forms, checks, and more out the door and to their destination fast – while helping you maintain consistency and SOC 2 compliance.

How Lob helps

API-driven automation: Trigger mail directly from your systems for shorter lead times and decreased security risks.
Print Delivery Network: Route mail closer to the destination for better delivery speed.
End-to-end tracking and PDFs: Track mail from production through delivery to streamline optimization and audits.

Direct mail for financial services marketers

Automate your pre-approvals and retention campaigns based on real-world events – and hit the mailbox before the competition. Lob helps financial services marketers win with automated, personalized direct mail that’s easy to track and optimize. Drive high ROI without any heavy lifting.

How Lob helps

Personalized, reusable templates: Design once, then personalize content dynamically with your data.
Routing intelligence: Lob’s Postal IQ selects the most efficient USPS entry path for optimized delivery.
Campaign analytics: Integrate with your CRM or CDP to track multichannel campaign results.

See Lob in action

68%
of financial services
leaders say mail is effective
for acquisition

63%
of industry marketing
leaders use AI for
personalized messaging

87%
of leaders say mail logistics
are a blind spot they’re
addressing

Our experts know financial
services mail

Read the Q&A from Lob financial services experts

How do we keep financial services mail fast and consistent as volume grows?

Lob's Print Delivery Network routes mail through a distributed print infrastructure, so speed and quality stay consistent whether you're sending thousands or millions of pieces. No vendor juggling, no drop-off at scale.

Can we run direct mail in a way that holds up in SOC 2-regulated environments?

Lob completes annual SOC 2 Type 2 audits across all five Trust Services Criteria and provides audit-ready tracking and documentation for every mailpiece. Your compliance team will have the support they need, but as with any vendor, confirm that Lob fits within your specific compliance requirements.

How do we integrate direct mail with our existing tech stack?

Direct mail APIs make it easy to connect Lob directly to your CRM or core systems so that you can trigger tax forms, checks, and statements from existing workflows. Plus, you can send delivery data back into your platforms and keep direct mail coordinated with the rest of your channels.

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