It would be great to create a new interface or layout that is centered around reviewing investments in K-1A. The user could select their review level and it would auto filter the investments to show the ones that are ready for their level. This interface would only show the lines used on the K-1 (eg hide zero lines, and create an overall more consolidated view) and could have an embedded preview of the K-1 on the side (remove the need to download and open the pdf). There could be quick navigation buttons allowing the users to quickly navigate to the next investment ready for their review. If there are changes that need to be made, there could be a button to "Edit" and it would open a new tab directly to that investments input screen. Extra points for being able to hyperlink the "K-1 Reader" input to the specific place in the PDF for quicker navigation.
