Navigating K-1 and 990 Filings with Technology

This chapter explores the advanced software solutions designed for managing K-1 and 990 tax filings, tailored for institutional investors. It highlights the necessity of user training, a certification program, and offers a ‘K1 test drive’ for clients. The discussion also covers the significance of onboarding, ROI, and embracing technology for efficient tax planning while addressing security compliance issues.