Audit & Tax Packages

Generated from system data, clean trails

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Always Ready for Review

Zive turns your operational data into clean, structured audit and tax deliverables — without the fire drills. Our automation ensures you meet every deadline with confidence.

What’s Automatically Generated

Financial Statements

GAAP-compliant statements at the fund, entity, and consolidated level. Includes balance sheets, income statements, capital account rollups, and notes.

K-1 & 1065 Reporting

Integrated workflows produce LP K-1s and fund 1065 packages from reconciled ledger data. All outputs are exportable and securely shareable.

Journal & Ledger Evidence

Every transaction is journaled with matching documentation, policies applied, and timestamps recorded. Auditors see a clear chain of entries with no black boxes.

Supporting Documents

Attach bank statements, subscription docs, signed side letters, and third-party confirmations directly to reports for one-click audits.

BlueCheck Compliance Logs

A record of every obligation check, contract validation, and compliance resolution — automatically linked to fund and LP data.

Secure, Streamlined Delivery

ZIP Archive Export
Package all relevant files and audit trails into a downloadable zip file.
SecureLink Sharing
Send password-protected links to auditors, CPAs, and LPs — with access expiration and activity logging.
Portal Access
Let auditors or tax partners log in via a dedicated role-based workspace to access only what they need.

Schedule a Demo