How does your firm deliver K-1s to recipients for which you don't prepare the recipient's return?
In the past, I have password protected each K-1 with the applicable owner's tax ID, zipped all of them up in a zip folder, and given to the partner or manager that I interface with for distribution to the individual recipients.
I'm wondering if there isn't some kind of electronic distribution that has less friction and goes directly to the recipient and provides a better client experience?
Uploading to my portal and generating a shareable link for each partner would be tedious. And, I'm worried that if I set an expiration of 30, 90 days, whatever, I'm going to have the partner come back to me after the expiration and request the link again (if they are a procrastinator). Although I think that can be somewhat mitigated with a sternly worded "please download or forward this link to your tax professional ASAP, as this link will expire soon if not used" message.