Track K-1 status across all your investors, share everything with your CPA in one click, and never scramble for a March 15 extension again — all from one dashboard.
Cancel anytime. Setup in under 5 minutes.
Every K-1 season is a reminder that your investor management infrastructure wasn't built for this.
Who's received their K-1? Who hasn't? Manually emailing, tracking bounces, chasing responses — all before filing season ends.
One missed deadline delays every investor's personal return. The extension conversation is embarrassing. And avoidable.
Zip files, Google Drive links, forwarded email chains. Your CPA spends 20 minutes just finding the right documents.
Three active deals, two CPAs, one overwhelmed spreadsheet. Which K-1 belongs to which entity? Why are the numbers different?
Built by an SPV operator who was tired of tax season chaos — so the features actually match the pain.
Know exactly who has their K-1, who's pending, and who's overdue — across every SPV you operate. No spreadsheet required.
| Investor | Ownership | Status |
|---|---|---|
| Sarah Chen | 12.5% | ✓ Sent |
| Marcus Webb | 8.3% | ✓ Sent |
| Priya Nair | 15.0% | ⏳ Pending |
| Jordan Mills | 6.7% | ⚠ Overdue |
| Alex Romero | 9.1% | ✓ Sent |
Tax deadlines, K-1 delivery windows, extension filing dates — organized by urgency so you can triage at a glance instead of calendar-diving.
Generate a secure, time-limited link that gives your accountant read-only access to every K-1, capital call record, and expense log they need to file. No zip files. No forwarded emails.
Stop context-switching between entities to understand your overall tax readiness. See completion rates across all your SPVs — and spot the stragglers before they become problems.
Partnership and S-corp K-1s are legally required to be delivered to investors by March 15. Late delivery means investor extensions, IRS penalties, and uncomfortable phone calls. Clausebound helps you get ahead of it.
$29/mo covers everything — K-1 tracking, investor portal, capital calls, distributions, and CPA sharing. No setup fees. Cancel anytime.
Setup takes under 5 minutes. No credit card required to start.