K1 Aggregator Video Library

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Course Overview

Unlock the full potential of K1 Aggregator with our engaging and easy-to-follow video series designed specifically for beginners. Whether you're a data enthusiast, a business analyst, or a tech-savvy professional, this course will guide you through the essentials of leveraging K1 Aggregator to streamline and optimize your data management and integration processes.

• Setting Up Your Environment: Learn how to set up your K1 Aggregator instances. We'll walk you through the initial setup to ensure you're ready to dive into data aggregation seamlessly.

• Setting Up Your Investments: Learn how to set up your investments for reporting income, deductions, and credits from partnerships, S corporations, estates, and trusts in your K1 Aggregator instance.

• Project Management: Explore the process of managing your projects in K1 Aggregator and upload your K-1 packages through the Reader. 

• Prepare Investments: Delve into the steps to review and edit your investments.

• Reviewing Investments, Reports and Exports: The course explains best practices for reviewing your investment data and provides an overview of the reports and exports available to you.

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