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Status Overview

Compliance Pipeline

78%
Federal Filings 142 / 182
State Compliance 210 / 404
International Blockers 12 / 34

Priority Actions

Missing EIN Confirmation
Greenleaf Holdings LP
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K-1 Draft Review
Batch #402 · Deadline: Today
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Partner Signature
Bluestone Ventures IV
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Foreign Disclosure
Nexus Global Part. II
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Total K-1 Volume

12,845 +4.2%

Log

10m
Draft Approved
Sarah J. / Blackstone III
2h
Data Import
CSV Upload / 420 rec
5h
IRS Sync
Tax logic updated
1d
System Alert
Zip code mismatch

Delivery Rate

98% check_circle

Active Sessions

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12 Associates Online