AI Automation Software
for K-1s, K-3s and 990s
Shift Happens. With tax complexity rising, tax talent tightening, and service demands surging, you need more than just efficiency—you need an X factor.
With K1x as your force multiplier you save more and gain more by:
✓ eXtracting K-1 data with 90% less manual effort
✓ eXtending K-1 creation at scale
✓ eXpediting 990s with IRS-approved e-filing
✓ eXpanding top-line growth with your newly freed up time
SHIFT HAPPENS: Harness Innovation in Alternative Investment Tax Compliance to Stay Ahead of a Moving Market
Manage rising alt investment tax complexity
Leverage AI to streamline tax processes
Address tax talent shortages with modern solutions
Life before K1x
For Advisors
Too manual
Too costly
Too frantic
For Investors
Too last-minute
Too little control
Too frantic
With K1x
~11sec
extract K-1 data in less than 11 seconds
+26%
end to end processing costs
100%
payback within first full cycle
100%
control and transparency
Early reporting of tax liability
Clear after-tax ROI articulation
Restore over 11 hours each week to tax and accounting teams-slashing 6 to 8 weeks for each cycle.
~100%
ACCURACY
Proven results.
The only patented, AI-powered platform that streamlines alternative investment data distribution for investors and advisors.
Battle-tested by the best.
Trusted by more than 8000 organizations.
66%
CYCLE
TIME
REDUCTION
44
OF THE TOP 100
largest investors
in the country
20
OF THE TOP 25
accounting
firms
45
OF THE TOP 100
university
endowments
7
OF THE TOP 40
healthcare
systems
11
OF THE TOP 100
private
foundations
11.18
Seconds of data
extraction per K-1
47
State & federal
tax jurisdictions
259
Taxforms
