Streamlining Tax Document Management with Technology

This week, Jeffrey Cohen, Patton Weber, and our hosts Trent Berry and Jasmine Conner cover how advisors can streamline K-1 season using automation, integration, and industry expertise to ease tax season pressures and enhance client service.

Topics discussed:

• The challenges of alternative investment tax reporting and K-1 retrieval
• How SS&C Accord automates document management and integrates with Black Diamond Vault
• The role of fund administration experience in delivering accurate, reliable tax data