Every K-1, tracked in one place. Know exactly what's arrived, what's late, and what your accountant needs, before they ask.
Managing K-1s for clients? See how it works for accountants →
| Investment | K-1 Status |
|---|---|
Ridgeline Capital Fund II Ridgeline Capital | RECEIVED |
Sunbelt Multifamily LP Sunbelt Properties | PENDING |
Smith Holdings LLC Smith Holdings | OVERDUE |
Each fund operates on its own schedule. March becomes April. April becomes "your extension is filed."
Email, investor portals, physical mail, text. And then the follow-up. And the follow-up to the follow-up.
Until your accountant sends the fourth email in three days asking for the same two forms.
K-1 Collector gives you and your accountant a single source of truth from January through filing.
Tell us where your K-1s are coming from, then invite your accountant so they're in the loop from day one. No documents needed to get started.
Every investment has a clear, real-time status. No spreadsheet required. No mental math.
K-1 Collector flags overdue K-1s and investments that need attention, so you can act before your accountant asks.
Hit Send Reminder and your issuer gets an email telling them their K-1 is still outstanding, with a link to upload it directly. They click it, upload the file, and it lands in your dashboard. You get an email the moment it arrives. No account needed, no portal, no back-and-forth.
Once your K-1s are in, you and your accountant have full visibility. Bulk download everything, see issuer contact details, and take action without any back and forth.
K-1 Collector is for anyone whose tax season runs on other people's schedules.
Multiple fund investments, one clean dashboard. Stop rebuilding your tracking spreadsheet every January.
A dozen bets across startups and funds means a dozen different issuers, none of them on the same schedule. One place to track all of it.
Private placements, real estate funds, and alternative investments rarely come with clean reporting. One place to track every K-1, no matter the source.
Manage K-1 collection across your entire client book without chasing anyone.
Invite clients yourself, manage their investments directly, and see received, pending, and overdue K-1 counts across your whole book without asking anyone for a status update.
Start with a 180-day free trial.
Track K-1s for up to 10 investments as an individual investor. Invite your accountant to act on your behalf.
Track K-1s for up to 100 investments as an individual investor or as a small business accountant on behalf of your clients.
Track K-1s for up to 250 investments as an accountant on behalf of your clients. Client access is also included.
All plans include: Email reminders · Bulk download · Activity tracking
180-day free trial · Cancel anytime