Breeze Through Your K-1 Distribution Webinar

Breeze Through Your K-1 Distribution Webinar
Rachel Lurie

It’s officially tax season, which means it’s time for Dynamo’s annual K-1 Management Webinar with Richard Rapacki, VP of Sales, Private Markets. In this short lesson, attendees will walk through a live demonstration of Dynamo’s K-1 management capabilities. With Dynamo, investors are given unique links to access their consent forms and electronic K-1 documents via our secure investor portals.

Attendees can expect to learn how to:

  • Send K-1 consent forms electronically
  • Update investors’ consent in Dynamo
  • Send K-1 documents in bulk via Dynamo’s mail merge wizard

Filing the Scheduled K-1 can be a complicated and involved process for your investors. Give them a head start by sending them quickly and electronically, so you and your investors can simplify the 2019 tax season. This half hour training will be held on Thursday, February 7th at 1:00 p.m. eastern time. If you’re new to Dynamo, or looking to refresh your memory, you can register for the webinar here.


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