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.
YOUR QUESTIONS, ANSWERED
Canoe Tax: Frequently Asked Questions
- State & Federal K-1s
- Schedule K-3
- Form 1099
- Form 8621
- Form ADV
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.
$5T+
AUA across clients
37K+
funds covered
75M+
data points extracted
15M+
documents processed
Smarter alts management starts with Canoe
See Canoe in action and start streamlining your alternative investment processes.