Welcome to Connect K1s

We launched Connect K1s recognizing a simple reality: K1s are a pain in the ass but absolutely essential for offering your clients prime investment opportunities.

The endless search through folders and spreadsheets, the back-and-forth emails, the sheer waste of time and potential for error—it's more than a mere inconvenience; it's a relentless drain on your resources and sanity.

At Connect K1s, we've taken a stand. Discover how we're tackling this head-on and transforming the way you work with K1s.

Unified Dashboard: View client investments and their tax statuses in one intuitive interface.
Real-Time Tracking: Instantly track and follow up on outstanding K1 forms with minimal effort.
Secure Sharing: Easily and securely share tax documents with clients and their CPAs, ensuring everyone is informed and up to date.

Effortless Management, Maximum Efficiency

Designed for the Professionals Who Demand the Best

Wealth Managers

Enhance your service with powerful tools to manage and track investments for high-net-worth clients.

Investors

Stay informed with seamless updates on your investments and tax documents.

CPAs

Access and manage your clients' K1 forms efficiently, all in one place.

Join our community

Become part of a community that values transparency, security, and efficiency.

With Connect K1s, empower yourself to focus more on what matters most—your clients and their investments.

Stay tuned for more updates as we continue to enhance our platform to serve you better.