1. THE PROBLEM: Dissemination and follow up of K-1 and other tax documents to investors is an incredibly
cumbersome and time consuming process and security is not guaranteed with snail mail and email.
Step 1: Receive file or hardcopy of K-1s from Accounting
Step 2: Separate out K-1s on a per investor basis
Step 3: Stuff an envelope or create email with K-1 contents
for each individual investor
Step 4: Distribute all documents to the appropriate parties
Step 5: Field calls for missing K-1s and send again
IMS clients will process over 45,000 K-1s this tax season. Let our platform do the heavy lifting for you.
Don’t take our word for it, see what our clients have to say!
INTERESTED IN LEARNING MORE, GIVE US AT CALL AT (704) 209-7511
I lost my K-1
I didn’t get my K-1
I need my K-1 from last year
I changed my address
I have a new email address
Because Time is Money...
THE SOLUTION: IMS Document Management
The Old Way of Doing Things...
There is a better way!
The average IMS client has 500+ investors. The process could take up to 10 minutes per K-1/investor.
That equates to ~80 hours of work for your investor relations group.
How does IMS do it?
- K-1 bulk upload tool
- Automatically disseminate documents to each investor’s SECURE online dashboard
- Documents can be downloaded on demand 24/7
What would you do with ~40 hours IMS could save you during tax season?
"Optimus Properties’ investor relations team reduced the amount of time spent
dealing with K-1s, tax documents and investor inquiries nearly in half last year. The
reduction in time is attributable to the cutting edge technology IMS provides,
which enables our investors to access their investment details and documents
within their personal dashboards. We expect a similar reduction in time this year,
which allows our team to focus on deals and value add tasks."
- Kamyar Shabani, Optimus Properties, Principal/Co-founder
info@imscre.com 11121 Carmel Commons Blvd. | Ste 250 | Charlotte, NC 28226 www.imscre.com
*Graph is provided for illustrative purposes only. Data does not represent any actual investor base.
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Hours Investors
Investors Relations Group Workload
Without IMS With IMS