Experience the digital advantage
Our solutions are designed to digitize the investor experience and offer an approach to Schedule K-1s that is nothing short of revolutionary.
What is your role?
K-1 Navigator streamlines the K-1 production process by automating preparation, streamlining analysis, and providing a digital or PDF K-1 experience.
Private equity, venture capital, hedge funds, real property, and professional service firms
You Need K-1 Navigator
- User-friendly workflows for investor demographic collection and K-1 production and distribution
- Significant tax logic and automated investor data collection tools
- Time-saving tools such as footnote library, K-1 package builders and integrations to most tax preparation software products for e-filing
K-1 Analyzer provides AI-powered data extraction plus superior aggregation, analytics, and project management features while integrating with all major tax software.
Institutional investors, banks, trusts, family offices, pensions, individuals, sovereign wealth organizations
You Need K-1 Analyzer
- A powerful AI powered reader extracts K-1 data in seconds per K-1
- Transparent and collaborative tools enable simplified analysis of complex tax issues
- Integrates easily to all major tax software
C-TRAC is a comprehensive tax management platform with multiple tools specifically designed to optimize workflows across departments, simplify tax compliance, minimize time requirements and reduce risk for tax-exempt organizations.
Higher education entities, private foundations, healthcare systems, pension trusts and other not-for-profits
You Need C-TRAC
- IRS-approved tax preparation solution including federal and state e-filing options
- Easy-to-use platform for all major federal and state filing requirements
- One-click integration with K-1 Analyzer
Got a question? We’d love to hear from you. Send us a message and we’ll respond as soon as possible.