Tax center
A tax center for investors and their CPAs
Tax documents are delivered into the portal with a clear status, collected with the right consent, and shared with an investor's accountant through a scoped delegate role.
Delivery
Each investor entity has a page per tax year across all funds. Estimated documents are labeled with the expected final date, and amended documents are marked as such. Downloading a tax document requires a fresh strong-factor verification.
- Schedule K-1 and estimates, Forms 1099-DIV, 1099-INT, 1099-MISC and 1042-S, and state K-1s
- Bulk upload of K-1 batches, matched to investors by file name pattern and a first-page check, with a preview before anything is published
- Scheduled publication and optional notification
Consent and forms
Electronic delivery consent for K-1s is captured at onboarding. Without it, staff see a flag that the document must be mailed. Substitute W-9 and W-8 forms are completed by guided flow and signed, with W-8 expiry tracked.
Your CPA
An investor can give a CPA a delegate role with tax read access, filtered by tax year, without sharing a login. Fund staff can export a pack for the fund's own accountant.
See it with your own fund structure
Book a walkthrough, or start a trial and explore a workspace yourself.