It’s no secret that tax preparation can be a grueling process for real estate investment firms. From wrangling complicated documents and collecting scattered data to checking (and re-checking) K-1s for accuracy before sending them to multiple investors, GPs often have their hands full with messy, time-consuming tasks.

Agora blends expert CPAs with our advanced Accounting Center to change that. By combining your platform data with advanced AI and a transparent, easy-to-use dashboard, we streamline tax preparation, getting your taxes done faster.

How Agora streamlines your taxes:

1. Most of your data already exists in the Agora platform 

Save time using existing data

Re-entering the same information every year wastes hours of your valuable time. If you’re already using Agora, 70% of the data needed for your tax returns is automatically available to our CPAs within the platform. By pulling in existing data, we ensure accuracy, eliminate redundant work, and simplify collaboration between you and your CPA.

2. Cutting-edge AI support

Effortlessly prepare K-1s with AI

In Agora’s Accounting Center, preparing K-1s is as simple as uploading PDFs containing last year’s K-1 forms. Whether you have 10 or 400 forms, our AI seamlessly scans, extracts, and identifies data from each one. In no time, most of the data your Agora CPA needs will be in the Tax Center, ready for them to start preparing this year’s K-1s.

Validate investor data with ease

Once uploaded, Agora’s AI automatically cross-checks extracted data with existing investor records in the CRM. Instead of manually reviewing every entry, the system instantly flags discrepancies, allowing you to quickly verify or update information as needed.

3. Gain full transparency with an intuitive dashboard

Instantly track your tax season progress

Agora’s main dashboard provides a real-time overview of where you are in the tax preparation process. See pending documents, review statuses, and upcoming submission deadlines in a single, organized view. A centralized table also breaks down reports, showing which ones need additional data, are under review, or are ready for submission.

Stay organized with user-friendly workflows

Our enhanced workflows clarify each step of the tax preparation process. In seconds, you can see which tasks are pending, who’s handling them, and when they’re due.

With the necessary data in place, you can assign due dates to individual K-1s, letting investors know when to expect their reports so they can file their 1040s on time.

Streamline CPA communication and collaboration

With clear task assignments and real-time tracking, collaborating with your CPA in the Accounting Center is a breeze. Stay informed without endless emails or calls—simply check your progress, review outstanding tasks, and keep the tax filing process running smoothly.

5 ways Agora’s Accounting Center transforms tax preparation 

Ready to take the hassle out of tax season? Here are the results you can expect when you use Agora’s intuitive Accounting Center: 

1. Greater efficiency

Automatic K-1 form processing and integrated data validation free up time for both you and your CPA. By reducing manual data entry, we streamline tax preparation from start to finish.

2. Fewer errors

Allowing AI to compare past and current data doesn’t just save you time; it also dramatically reduces the risk of human mistakes. Rest assured your information is filed correctly every time, helping you avoid potential tax rejections or costly audits.

3. Complete transparency

A more transparent tax preparation process benefits you, your investors, and your CPA. Real-time updates provide instant clarity and confidence, keeping everyone informed and ensuring accuracy at every step.

4. User-friendly experience

We believe tax season doesn’t have to be stressful—and with our intuitive interface and seamless automation, it may actually be enjoyable. If you have a mountain of tax documents to manage, let Agora’s Accounting Center simplify the process so your CPA can file your taxes accurately and on time.

5. Significant time savings

Eliminate wasted time and tedious manual reviews by automating key tasks like data extraction and document comparisons. Let automation handle the details, so your team can focus on high-value tasks that drive your business forward.

Make tax season easier with Agora

If you don’t look forward to tax season, Agora’s Accounting Center was designed for you. Our intuitive platform streamlines the entire process, transforming tax preparation into a seamless, efficient experience—ensuring accuracy and compliance, every year.