Accounting & tax firms
Private markets, simplified for your tax practice
K-1s, cash flows and private investment documents across your clients’ portfolios arrive in one place, so your tax team works from one set of files.
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K-1s, cash flows and private investment documents across your clients’ portfolios arrive in one place, so your tax team works from one set of files.
Tax forms and reports from the funds your clients hold are collected in one portal. Documents are routed to the preparer when they land. Your team spends less time chasing documents, and more time on tax strategy.
Arch forecasts when K-1s are likely to arrive, shows what’s outstanding, and routes each document to the preparer when it lands. Advisory and tax work from the same files without anyone needing to forward PDFs.
Arch summarizes GP letters as they land and flags when notable underlying companies IPO, with each client’s exposure calculated. Start tax and planning when the news arrives, not after distribution notices.
Arch integrates with Addepar, Archway, Black Diamond, and 20+ other partners.
Schedule a short call with someone who works with accounting and tax firms.
