SendK1s

What it is

A tool for fund managers and fund administrators to send K-1 tax forms to limited partners, securely and automatically, without emailing PDFs one at a time.

Built for the annual tax-season ritual every fund manager hates: collecting K-1s from your tax preparer, matching them to LPs, sending each one individually, dealing with bounces, fielding "did you send mine?" emails. This automates the send.

How it works

• Upload K-1s. Bulk upload all the PDFs from your tax preparer.
• Match to LPs. Automatic matching by name and EIN, with manual review for edge cases.
• Send. Each LP gets a personalized email with their K-1 attached, sent from your domain.
• Track. See who opened, who downloaded, and resend if needed.

Get started

Built for funds. Contact me to discuss your fund and how to get set up for tax season.

Documentation

• Management company overview