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Partner Hub

Help improve the security, ease and quality of tax election management and document delivery to investors. Get a partner relations portal with managed services that can help save time and mitigate risk.

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PwC's Partner Hub Portal

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Connect your partners directly to the tax information you both need

Standardize tax information gathering and issuance to help enhance security and accuracy

Securely post tax documents and allow investors to log in directly to the portal. An intuitive wizard can help partners navigate complex state rules and make informed individual tax elections.

Automate collecting and distributing tax information to help drive better efficiency

Streamline tax onboarding, document delivery, plus composite and withholding waiver election processes—in one solution. Partner information is summarized for you and can connect to PwC’s tax preparation tools.

Get ongoing support and customization to help improve your investor experience

Access our tax and technology knowledge with support from a dedicated team—available to you and your partners. Customize the portal with your branding to help provide a more seamless experience to investors.

Tax onboarding

Take your tax form collection process to the next level with our tax onboarding module that helps improve the investor experience and can help provide you with better data.

Composite elections

Gather a partner’s elections based on state eligibility rules for residency and entity type. The composite module reports out the aggregated elections you can utilize in compliance processes.

Withholding exemption elections

Partners can elect exemption from state withholding in jurisdictions not already elected for composite purposes (if activated), based on state-specific eligibility rules.

Document delivery

The document delivery module can help provide partners real-time access to their Federal and State K-1s, along with other tax documents.

Tax insights

Our interactive dashboards provide your investors with near real-time analytics on their federal and state tax footprints, helping them to make more informed tax planning decisions.

Connect with us

Let's talk about how Partner Hub can help you.

Nick Passantino

Partner, State and Local Tax Financial Services, PwC US

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Chunny Sethi

Senior Manager, Asset & Wealth Management Tax Technology Services, PwC US

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