85%
less time spent
on manual admin
Transformed how we operate. Automates doc collection and organization. Connects documents to the right workflows & people.
Canoe Tax
Automate tax document workflows. Boost accuracy.
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Tax doc collection. Auto-collect K-1s, K-3s, 1099s, Form 8621, and other tax docs directly from investor portals and fund managers.
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Storage and tracking. Store in one place. Track received, missing, and late tax docs. Get alerts. Categorize by client, fund, entity, etc.
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Data and delivery. Extract and normalize 60+ critical data fields. Auto-deliver to downstream systems, accountants, and tax workflows.
Join 500+ investors & advisors streamlining alts management.
90%
of data processes
automated
We anticipate eliminating reporting errors, improving our time to analytics, and enabling us to service a greater number of clients.
50%
faster document
collection
We’ve dramatically reduced operational inefficiencies and empowered our team with more time to support our Partner Advisors.
Tax season, with less hassle.
Optimize your tax document workflows
Seamlessly manage a wide array of tax documents—from Forms 1099 and 8621 to state and federal K-1s and K-3s—with intelligent automation that adapts to your needs.
Stronger collaboration, better results
Grant secure, differentiated access to your tax professionals, accountants, and service providers, fostering a unified approach to tax management that drives efficiency.
Verified totals where you need them
Our automated engine extracts and standardizes over 60 critical fields from state and federal K-1s, delivering pristine data directly to your systems of record.
Trusted by industry leaders.
Canoe's award-winning technology is the backbone of tax operations for thousands of alternative investors, allocators, and wealth managers worldwide.
Canoe has made it easier for us to retrieve K-1s and related tax documents by client, rather than pulling the documents by fund, which is how we were operating in the past. This is saving us time in the back office.
Trevor Hicks, Chief Technology Officer at Wetherby Asset Management
AUA SUPPORTED
powering better decisions across the alts ecosystem
FUNDS INGESTED
accelerating onboarding and enhancing accuracy
DATA POINTS EXTRACTED
and growing with every new fund in the database
Simplify taxes for alts. Navigate alts smarter with Canoe Tax.
No, Canoe Tax is an add-on to existing Canoe Connect & Canoe Intelligence solutions.
Canoe Tax supports State & Federal K-1s, Schedule K-3s, Form 1099, Form 8621, Form ADV.
Yes. Canoe processes tax documents from multiple jurisdictions, automatically standardizing formats and currencies while maintaining compliance with various reporting requirements. Ready to streamline your global tax document processing?
