Would like to learn more? Fill out the form below, and we’ll contact you shortly to answer your questions.
Service providers
For accountants,
CPA Firms, and other tax
service providers that
process and prepare tax
returns that generate
K-1s.
FEATURES
K-1s.com is a document management system specifically made for K-1s
and other investment-based deliverables.
Delivery Engine
Turn hours into minutes. With K-1s.com you can upload or export your K-1s (and other deliverables) to the platform, review them and distribute them in minutes.
Deliverable Tracking
Ability to drill down on any recipient to have visibility on whether a deliverable has been viewed or downloaded.
Investor Inbox
Provides investors/recipients with centralized source of truth for gathering and securely storing K-1s and other investment-based deliverables.
Secondary Recipients
Send deliverables to a secondary party, such as a banker or tax preparer, either upon consent of a primary recipient or simultaneously along with primary recipients.
WHO NEEDS IT?
The platform was primarily built for Service Providers
(ie. Tax Preparers, Fund Managers) and Investors.
Hedge Funds - Private Equities
For hedge funds, private equity funds, fund of funds, LLCs, S-Corps, and any other entity that receives and/or generates K-1s as well as other investment-based deliverables.
Investors
For individual investors
who receive K-1s
and are looking to
effectively manage
the process from
A to Z.
Frequently Asked Questions
K-1s.com is a distribution and management system for Schedule K-1s and other investment-based deliverables.
The platform was created for three user profiles:
The primary user of the platform is Service Providers.
- Service Providers (ie. Accounting Firms, tax preparers)
- Fund Managers, General Partners, Investment Managers or any entity that distributes K-1s and/or investment-based documents.
- Investors (who receive several K-1s)
The primary user of the platform is Service Providers.
K-1s.com offers a streamlined method to deliver K-1s and other related documents.
Aside from the efficiency gains of its delivery engine,
senders (service providers or fund managers) can track
the status of K-1s delivered, recipients (Investors) can aggregate and manage their K-1s on one platform, and
Fund Managers/General Partners can easily manage
& share their partner data with related parties.
Aside from the efficiency gains of its delivery engine,
senders (service providers or fund managers) can track
the status of K-1s delivered, recipients (Investors) can aggregate and manage their K-1s on one platform, and
Fund Managers/General Partners can easily manage
& share their partner data with related parties.
Partner/recipient information, such as name, address,
the last four digits of social security number or full EIN
(if an entity) and email address of primary recipient and secondary recipient (if applicable) are required for delivery.
the last four digits of social security number or full EIN
(if an entity) and email address of primary recipient and secondary recipient (if applicable) are required for delivery.
Yes, a partner data template can be downloaded from the site. When completed, users can upload the template to import partner data.
Service providers can open an account and manage partner information at no cost. To process/send deliverables, it is $2.99 per deliverable sent.
If there is a large number of deliverables to send please contact us to discuss a more cost-effective price point.
Investors/recipients can open and manage their account/deliverables at no cost.
If there is a large number of deliverables to send please contact us to discuss a more cost-effective price point.
Investors/recipients can open and manage their account/deliverables at no cost.
For service providers, the value prop is that our core offering (distribution engine) alleviates a client pain point (distribution/management of K-1s) while adding a potential revenue stream to your company.
For investors/recipients, the value prop is that you can leverage our platform to effectively manage the receipt of investment-based documents, like K-1s and other deliverables. The centralization allows investors to then easily view, download or securely share their deliverables.
For Fund Managers, the platform provides a solution to manage partner (demographic) data, process deliverables and keep track of the deliverables sent to partners and/or members.
For investors/recipients, the value prop is that you can leverage our platform to effectively manage the receipt of investment-based documents, like K-1s and other deliverables. The centralization allows investors to then easily view, download or securely share their deliverables.
For Fund Managers, the platform provides a solution to manage partner (demographic) data, process deliverables and keep track of the deliverables sent to partners and/or members.
Yes. We support new IRS forms related to K-1s.
If there is a form that you’d like us to add to the platform, please contact us.
If there is a form that you’d like us to add to the platform, please contact us.
Sign Up Now!
K-1s.com is free to start. For Fund Managers & Service
Providers, we won't bill or ask for your credit card details
until you send K-1s. For investors, the platform is free to
use and sign up is optional. We are currently developing additional Investor features that may require an upgraded membership.
CONTACT US
Location
Miami, Fl
Phone
+1 305-528-3207
primo@k-1s.com