Your clients export a K-1 summary. No seat required.
Real estate syndication investors are your most complex clients. SyndTrack keeps their K-1s, PPMs, and capital calls in one place and exports an estimated K-1 summary for each tax year — saving your firm hours of unbillable admin work.
How it works for you
- Your client signs up for SyndTrack and organizes their portfolio.
- They export a K-1 summary — one tax year per export, covering the deals with activity that year, as CSV on any plan or as XLSX or PDF on Pro — and send it to you directly, no login on your end needed.
- Direct service-provider access — logging into their workspace yourself — is rolling out by invite. If your client wants to request it, have them ask through the in-app help form.
Share this page with your client so they can get started.
Reduce K-1 Admin
Clients export a K-1 summary — one tax year per export, covering the deals with activity that year, as CSV on any plan or as XLSX or PDF on Pro — ready for your review.
Service-Provider Access, Rolling Out
Direct, no-cost access to a client's workspace as a service-provider is invite-only while it rolls out. Today, your client exports their documents to you directly instead.
Missing-K-1 Tracking
Every uploaded K-1 carries a parse status and a reviewed flag, so it's clear which deals are still missing one before you file.