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Lens Store™ / Lenses / K-1 Tracker

Analysis, Reporting

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.

Screenshots

Unlimited Documents
API Accessible
All Funds & Portals Supported

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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