Introducing Canoe Tax

A new tech-enabled solution that streamlines tax document collection, extraction, and data access, saving you time and effort while ensuring data accuracy.

Why Canoe Tax?

Automate your tax document management

Streamline the management of common tax documents, including Form 1099, Form 8621, Form ADV, state and federal K-1 and K-3, among others.

Seamless collaboration with your team

Through Canoe Tax, you can provide document access for third-party tax professionals, accountants, and service providers.

Comprehensive data extraction, automated

Canoe Tax automatically extracts and normalizes 60+ fields from both state and federal K-1s with the ability to deliver to downstream systems.


Canoe Tax: Frequently Asked Questions

How do I sign up for Canoe Tax?
You can sign up for Canoe Tax by reaching out to your Relationship Manager, Account Executive, or by filling out this form.
What tax documents does Canoe Tax support?
  • State & Federal K-1s
  • Schedule K-3
  • Form 1099
  • Form 8621
  • Form ADV
How long does onboarding take?

The onboarding timeline is currently estimated to be 1.5 weeks. The streamlined timeline is due to the prerequisites of clients having both Canoe Connect & Canoe Intelligence.


AUA across clients


funds covered


data points extracted


documents processed


Smarter alts management starts with Canoe

See Canoe in action and start streamlining your alternative investment processes.



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