Can I use PRXY to store and distribute K-1s to Investors?

Yes! Each investor profile includes a drag and drop form field marked Schedule K-1 (Form 1065). You can upload each investor’s K-1 any time.

We are also working on a “mass multi-upload” feature where all investor K-1s can be added as a single upload and distributed to the appropriate investor profile. We will update our users as soon as this feature is released.