K-1s, distributed.
Send K-1 packages to every partner and shareholder with built-in tracking. Recipients can forward to their own preparers for the ones you don't have on file.
Book a Demo
Send K-1 packages to every partner and shareholder with built-in tracking. Recipients can forward to their own preparers for the ones you don't have on file.
Book a Demo
Distributing K-1s to dozens or hundreds of partners used to mean risky email attachments and manual tracking. Truss delivers each K-1 package through a secure link with built-in tracking so you know exactly who has received, viewed, and acknowledged their documents.
Upload the K-1 package and Truss distributes individual K-1s to each partner or shareholder through secure links. No manual splitting, no email attachments, no risk of sending the wrong document to the wrong person.
See which partners have received, opened, and acknowledged their K-1 from one dashboard.
K-1 extraction happens seamlessly during assembly and delivery. There's no separate workflow or extra tool to learn. Upload the return, and Truss identifies and distributes the K-1s as part of the same process your team already uses.
"Truss has genuinely revolutionized our workflow process."
Kyrsten Sherwood, Operations Manager
Sherwood & Co, PS
Upload the complete K-1 package from your tax software and Truss identifies each partner's documents automatically. Each recipient gets only their own K-1 and any related schedules through a secure, individual link.
Yes. Partners can download their K-1 documents or share the secure link with their personal tax preparer. Access is controlled by the link expiration settings you configure for your firm.
There is no practical limit. Whether your entity has 10 partners or 500, Truss distributes every K-1 in one batch. Each partner receives their individual package simultaneously.
See for yourself. Select a date below and schedule a meeting with a Truss Account Executive.