K1 Management
Create trust and consistency for investors by delivering accurate, timely, and secure tax documents. Eliminate tax season headaches by securely sharing K1s and other tax documents in minutes, not days.
Everything your CPA needs to produce K1s and other tax documents at lightning speed.
Advanced OCR technology reads the tax ID and ensures K1s and other tax documents go to the right investor every time.
Deliver one or thousands of K1s and tax documents to their associated investor portals with a single click.
Export
Export everything your CPA needs to produce K1s and other tax documents at lightning speed – populated from your investor and portfolio performance data.
Upload
InvestNext parses K1s and other tax documents from single PDFs, zip files, and multiple documents. Our advanced OCR technology reads the tax ID and ensures tax documents go to the right investor every time – eliminating manual work to save you time. Upload and assign your tax documents in minutes, not days.
Track Progress
Eliminate risk and time consuming document management, all while providing a better and more reliable investor experience. Securely deliver your investors’ K1s to their portal with a single click.
“The features (distribution processing, CRM, ACH capabilities, real-time investment tracking, etc.) available through InvestNext saves our team an incredible amount of time. Before switching to InvestNext, the distribution process alone used to take 3 team members. Now it takes 1, and it’s only a few clicks. The features they continue to improve also save us TONS of time.”
Mike Williams, VP Investor Relations | Open Door Capital
Create complex distribution waterfalls, automatically calculate distributions and send secure payments to your investors with a few clicks.
Build credibility and impress your investors with a modern, user-friendly experience. Share documents, send updates, and capture investment intent in a centralized hub.
Reduce administrative overhead with automated financial management.
