February 20th DEMO DAY | See K1 Creator® & K1 Aggregator® in Action→

Patented AI Automation Software for

K-1s | 1099s | W-2s | 990s

Built for accounting firms, funds, family offices, fund admins & tax-exempt orgs processing Schedule K-1s and 990s in volume
PRIVATE MARKET TAX DATA. DIGITIZED. DISTRIBUTED. DECODED.

End-to-end tax data operations for private markets — beyond extraction


Your tax stack. Your tax data. Your way.

The vendor-neutral tax data operations solution for private markets:
Go beyond the face page from intake to insights. Turn tax forms into structured, digital data: decoded, validated, produced, and ready to move.
Keep your tax suite.
Fix your private market data problem.

eXtract K1, 1099, W-2 data. Cut 90% manual work.

eXecute digital K-1 production — standardized and distribution-ready

eXpand top-line growth with your newly free time

eXpedite IRS-approved 990 e-filing

eXchange K-1’s at scale with

eXceptional APIs & custom XLS reports

See the Platform

50% Saved 

Time-savings from K-1 automation using K1x

“Excellent for reading Fed K-1s”

I like how accurately and easily it can read the Fed K-1 and pushes it into CCH. Makes it easier to tie out the return at the end of the day….allowing staff to work quicker.

Verified User in Investment Management Mid-Market

“Making white paper detail a breeze”

It is extremely user friendly and very fast This product is eliminating a review step and a data entry step. It also speeds up the entry process

Shauna I.
Tax data integration/ Production Accounting

“K1x Has Transformed Our Exempt Org Tax Practice For The Better”

The software is much more user friendly than its competitors with easy navigation, the option save all changes made automatically and the ease of importing and exporting data.

Verified User in Accounting

“K1X Works!”

I highly recommend K1x and 990 Tracker…you will not be disappointed with the software, ease of use, and help… K1x allows [our CPAs] to log in to view the returns so there is no back and forth with PDFs and getting confused…

Daniel F. Senior Tax Accountant

“Effortless Data Extraction with Impressive Accuracy”

My team appreciates the ease of use, the accuracy… The allows our team to focus on more high level value adding work, resulting in better compliance and increased tax savings.

Verified User in Higher Education

“First Year Not for Profit Preparation”

Our greatest benefit was the time saving in the review process. Since the platform instantaneously updates the tax returns, there is less back and forth, and NO delay, in the preparation through final approved tax return process.

Timothy W. Tax Director

“Streamlined Tax Filings, Exceptional Support”

I use K1x to efficiently complete and compile tax returns for multiple states, ensuring all numbers match. It saves all supporting work papers to the cloud for easy review and simplifies my job…

Reina M.

Awards for Tax Data Excellence

Slide #0 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #1 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #2 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #6 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #10 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #11 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #12 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #16 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #20 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #21 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #22 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #26 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #30 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #31 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #32 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #36 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #40 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #41 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #42 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #46 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
~100%
ACCURACY

Proven results.

The only patented, AI-powered platform that streamlines alternative investment & private market tax data distribution for investors and advisors. Battle-tested by the best. Trusted by more than 40,000 organizations.

GET MY ROI ANALYSIS
66%
CYCLE
TIME
REDUCTION

Accounting Alliances & Associations

K1x is a member of premier accounting associations -extending our powerful capabilities to larger networks for knowledge sharing, education, and advocacy.

TAKE THE K1 TEST DRIVE

Don’t just see it. Do it!

Drag. Drop. Digitize.
Distribute. Decode.

REQUEST K1 TEST DRIVE

Proven results.

K1x is battle-tested by the best, and trusted by more than 40,000 organizations, with clients including:

80

K-1s EXTRACTED
IN JUST 8 MINUTES

47

STATE & FEDERAL
TAX JURISDICTIONS

410

TAX FORMS FOR
42 FEDERAL & STATE
TAX JURISDICTIONS

44

OF THE TOP 100
INSTITUTIONAL INVESTORS

20

OF THE TOP 25
ACCOUNTING FIRMS

51

OF THE TOP 100
NON PROFITS

45

OF THE TOP 100
UNIVERSITY ENDOWMENTS

8

OF THE TOP 40
HEALTH SYSTEMS

11

OF THE TOP 100
PRIVATE FOUNDATIONS

K1x FAQ

What is K1x and how does it transform tax operations?

K1x is the leading AI-powered tax technology platform designed to digitize, standardize, and automate complex private market tax data. By using patented machine learning to extract data from K-1s, 1099s, and 990s, K1x creates a connected data layer that eliminates manual entry and accelerates the filing process for over 40,000 organizations.

How much time and cost can an organization save with K1x?

Is K1x compatible with leading tax preparation software?

What makes K1x’s AI technology unique in the tax industry?

How does K1x ensure data security for institutional investors?

How long does it take to implement K1x across a firm?