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FREE CASE STUDY

Learn how IMS can save you valuable time while distributing K-1s to your investors this tax season. 

The IMS Platform includes a document management system to securely and easily share documents with your investors - including K-1s.

Our automated technology will split all K-1s into individual files and folders for your investors to easily access.

Learn how our clients are breezing through their tax seasons with IMS.

Ready to learn how the IMS Platform can help you save time and resources?    Schedule a Demo