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K-1 Tracker
Never Stress Another Tax Document
Simplify tax season with a proactive system that tracks, extracts, and manages K-1 data across your portfolio.
The K-1 Tracker lens is included for Clarity, Panorama and Signature clients.
Transform K-1 Chaos into Clarity
The K-1 Tracker simplifies the handling of K-1 documents. From asset marking to data extraction and stakeholder collaboration, this lens turns a traditionally cumbersome process into a streamlined, data-driven workflow.
Using machine learning, it automatically extracts key data from K-1 forms, providing a centralized hub for managing critical tax documents. From marking assets as K-1 eligible to collaborating with accountants, this lens transforms a traditionally cumbersome process into a streamlined, data-driven workflow.
Under Intelligence
Leverage machine learning to automatically extract key data from K-1 documents, saving time and reducing errors.
Collaboration
Easily invite accountants and stakeholders to access and review K-1 information, facilitating seamless collaboration.
Reporting
Generate detailed exports of K-1 data and associated documents, ensuring all stakeholders have the information they need.
About Copia
Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance.
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We're building the system of record for assets and we call it the WealthOS™. If you have an idea or solution we'll help you build and serve the most sophisticated investors on the planet.
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Navigating K-1 Season: A Guide for Family Offices
As tax season approaches, family offices brace for the annual influx of K-1s.

Less Common Tax Documents You Should be Aware Of
K-1s are crucial for family offices, but there are several other tax documents that are equally important yet sometimes overlooked.