K-1 Bulk Document Uploader (Release Notes)

9.24.2019 | Bulk Document Uploader | Enhanced Feature

Upload Documents At Scale

To help Sponsors prepare for tax season, IMS has made enhancements to the Personal and Project Document feature. Admins can now bulk upload documents such as K-1s and other tax documents, at scale.

Choose from 3 unique upload methods: K-1 Uploading, Manual Matching, or Upload by Filename.

 

Simply upload the documents and let IMS do the work for you! Our system will match the document to the associated investor which allows Sponsors to upload documents quickly and publish at scale.

 

For more information on how to use the K-1 Bulk Document Uploader, please refer to this article.

 

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