Stop chasing clients for K-1s.
Real estate syndication investors are your most complex clients. SyndTrack organizes their K-1s, PPMs, and capital calls into one clean export — saving your firm hours of unbillable admin work.
How it works for you
- Your client signs up for SyndTrack and organizes their portfolio.
- They invite you from their account settings as a service-provider — you receive an email with direct access.
- You log in to their workspace and download a CPA-ready K-1 export ZIP — no chasing attachments.
Service-provider seats are free for your clients to grant. Share this page with your client so they can get started.
Reduce K-1 Admin
Clients export a single ZIP file containing every K-1, properly named and linked to the correct tax year and entity — ready for your review.
Free Service-Provider Access
Your clients can invite you to their SyndTrack workspace as a service-provider — at no cost. You get direct access to their documents without them forwarding attachments.
Clear Entity Mapping
SyndTrack tracks the investing entity (LLC, Trust, Individual) for every deal, helping you route each K-1 to the appropriate return.