Statements, documents & tax forms
Short answer: Statements are your capital account statements, published directly to the portal. Documents is the secure vault — every view and download is recorded in the audit trail. Tax holds your K-1s and related forms by tax year.
Statements are your capital account statements, published directly to the portal. Documents is the secure vault — every view and download is recorded in the audit trail. Tax holds your K-1s and related forms by tax year.
Everything is downloadable; nothing arrives by unsecured email attachment.
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