Our servers will undergo scheduled maintenance starting on March 7th at 4PM EST - March 8th.

We advise you to shift work you normally do on Friday to earlier in the week. Please make any payments before Thursday, March 7, as the client portal will be down for maintenance. Learn More.

Welcome to the HeadMaster Client Portal

Fulfillment Services

Let us handle your Flex Statement and Charitable Tax Report mailings.

If sending bulk mail is a dreaded chore, you should consider our Fulfillment Service. We can print your statements, stuff them, sort them, and CASS certify them for you. We can handle your bulk mailing needs for you.

Fulfillment Services can help you:

  • Print, stuff, sort, and mail statements
  • Save money by combining orders for a lower postage rate
  • Eliminate the need to purchase statement materials
  • Conserve staff time for other projects

To learn more, call 1-800-669-2509, Option 3 and then Option 1.

Please use the following link to upload your files: Fulfillment File Upload