Secure. Compliant. Reliable.
When it comes to financial communications, there’s no room for error. Whether you’re a bank, credit union, insurance company, or HR department, getting statements and tax slips into the hands of your clients or employees—accurately and on time—is a non-negotiable part of doing business.
At AIIM, we specialize in delivering mission-critical financial documents with precision and care, backed by our SOC 2 Type 2 certified facilities. From monthly bank statements to end-of-year tax slips, our end-to-end services simplify your processes and help you stay compliant with Canadian regulations.
Comprehensive Tax Slip Fulfillment for Canadian Businesses
Tax season brings a significant administrative load. We make it easy. Our team manages everything from data processing and slip generation to printing, folding, and mailing—with accuracy, confidentiality, and CRA compliance top of mind.
We handle all major Canadian tax forms, including:
- T4 – Statement of Remuneration Paid: Annual income and tax summary for employees.
- T5 – Statement of Investment Income: Reporting for dividends and interest from financial institutions.
- T3 – Trust Income Allocations: Issued by mutual funds and trusts to investors.
- T4A – Pension and Other Income: Includes annuities, retirement income, and contract payments.
- NR4 – Non-Resident Payments: For international recipients of dividends, royalties, or income.
- T5008 – Securities Transactions: Reports investment dispositions for capital gains/losses.
Most slips must be distributed by end of February (with some exceptions like T3s). We also offer secure e-slip delivery via email or portals that help reduce paper while maintaining compliance.
Customer-Friendly Financial Statements and Notices
Beyond tax season, we support everyday communications with your clients through customized:
- Monthly/quarterly account statements
- Credit card or loan summaries
- Investment portfolio reports
- Late payment or collection notices
- Privacy policy updates and other regulatory letters
We ensure each communication is:
Secure: Safeguarded with enterprise-level data privacy and QA protocols
Personalized: Tailored with your branding and client-specific data
Multi-channel: Delivered via Canada Post, secure email, or even SMS alerts
Compliant: Produced in full alignment with industry rules and delivery deadlines
Why Outsource Financial Communications to AIIM?
When you partner with us, you reduce internal workload, eliminate compliance risks, and improve the customer experience. Our team handles the technicalities—print production, postal optimization, data accuracy, and deadline adherence—so you can focus on your core business.
Let us take care of your financial communications.
Contact us today to discuss how we can streamline your statements, tax slips, and account notices with confidence.