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Built for investors with multiple K-1s

K-1 chaos ends here.

Every K-1, tracked in one place. Know exactly what's arrived, what's late, and what your CPA needs — before they ask.

K-1 Dashboard
Received
7
70% complete
Pending
2
Awaiting K-1s
Overdue
1
Past expected date
Investment Portfolio
Download All K-1sSend Reminders
InvestmentK-1 Status
Sequoia Capital Fund XII
Sequoia Capital
RECEIVED
Acme Real Estate Partners
Acme Group
PENDING
Smith Holdings LLC
Smith Holdings
OVERDUE
Sound familiar?

Overdue forms. Fixed deadline.
There's a better way.

01

They trickle in for months

Each fund operates on its own schedule. March becomes April. April becomes "your extension is filed."

02

They land everywhere at once

Email, investor portals, physical mail, text — and then the follow-up. And the follow-up to the follow-up.

03

You don't know what's missing

Until your CPA sends the fourth email in three days asking for the same two forms.

How it works

This is the last tax season you chase a K-1.

K-1 Collector is purpose-built to give you — and your CPA — a single source of truth from January through filing.

Step 01

Add your investments

Tell us where your K-1s are coming from. That's it — no documents needed to get started.

  • Funds, partnerships, and operating companies
  • Group by owner, trust, or account
  • Track across multiple tax years
Investment portfolio
Sequoia Capital Fund XII
RECEIVED
Acme Real Estate Partners
PENDING
Step 02

Track status at a glance

Every investment has a clear, real-time status. No spreadsheet required. No mental math.

  • Upcoming · Pending · Received · Overdue
  • Dashboard stats across all investments
  • Filter, sort, and search instantly
K-1 summary
7
Received
2
Pending
1
Overdue
Step 03

Get ahead of problems

K-1 Collector flags overdue K-1s and investments that need attention — so you can act before your CPA asks.

  • Overdue K-1 alerts with action prompts
  • Cross-year attention warnings
  • Know when to push vs. when to wait
Alerts
1 K-1 is Overdue
Consider sending a reminder to the issuer.
1 investment needs attention
Prior-year K-1 still outstanding.
Step 04

Download & send reminders

Bulk download all received K-1s in one click, or send reminders to outstanding issuers — right from your dashboard.

  • Bulk download all received K-1s
  • Send reminders to outstanding issuers
  • Track which reminders have been sent
Portfolio actions
Download
Send Reminder
✓ 2 reminders sent
Step 05

Bring your CPA inside

Skip the back-and-forth entirely. Invite your CPA directly — they see what's in, what's missing, and can pull documents themselves without pinging you.

  • Invite via email
  • Full access to manage investments
  • Send reminders and download K-1s
CPA Access
JR
Jane Roberts, CPA
Invited 2 days ago
Active
View all investments
Download documents
Edit or delete
Who it's for

If you have more than a
handful of K-1s, this is for you.

K-1 Collector is purpose-built for anyone whose tax season is held hostage by other people's timelines.

💼

Investors & LPs

Multiple fund investments, one clean dashboard. Stop rebuilding your tracking spreadsheet every January.

🚀

Founders

Managing K-1s across cap tables, pass-throughs, and operating companies — all in one place.

🏛️

Family Offices

Multiple beneficiaries, complex structures, one dashboard. Finally.

🧮

Accountants

Manage K-1 collection across your entire client book without chasing anyone.

Pricing

Simple, transparent pricing
that scales with you.

Start with a 180-day free trial. No credit card required.

Investor

Track K-1s for up to 10 investments as an individual investor. Invite your accountant to act on your behalf.

$99/year
Most Popular

Pro

Track K-1s for up to 100 investments as an individual investor or as a small business accountant on behalf of your clients.

$399/year

Enterprise

Track K-1s for up to 250 investments as an accountant on behalf of your clients. Client access is also included.

$999/year

All plans include: Email reminders · Bulk download · Activity tracking

Cancel anytime