AI TAX AUTOMATION SOFTWARE | K-1s | 1099s | W-2s | 990s
Document → Decision-Ready
Private Market Tax.
Fixed.
PRIVATE MARKET TAX DATA. · OPEN. · DIGITIZED. DISTRIBUTED. DECODED. · DECISION-READY.
The only open platform purpose-built for the full K-1 lifecycle — producing and receiving
K-1s with the accuracy, compliance, and scale no general tool can match.
Built for tax professionals at accounting firms, family offices, funds,
fund administrators, and tax-exempt organizations.
Serving 44 of the top 100 institutional investors, 20 of the top 25 accounting firms, and over 40,000 organizations worldwide.
Grow revenue without proportional growth in cost or headcount.
Handle peak season volume without heroics, burnout, or new hires.
Keep your existing tax suite. No migration. No lock-in.
Navigate LP complexity — multi-state, foreign tax credits, trust structures — without hours of manual cleanup.
Give HNW clients audit-ready reporting they can stand behind, every season.
Turn late, incomplete K-1s into structured, verified data before downstream deadlines hit.
Produce and distribute K-1s to your LP base faster, with fewer errors and less back-and-forth.
Meet compressed investor delivery timelines without adding headcount or heroics.
Build a governed data record that compounds value season over season instead of rebuilding from scratch.
Coordinate K-1 production and receipt across all your fund relationships from one platform.
Scale client volume without scaling operational complexity or headcount.
Deliver structured, verified data to every downstream system — automatically.
Track UBIT exposure and Form 990 obligations with a clean, auditable data trail — not spreadsheets.
Protect tax-exempt status with compliance controls built for alternative investment complexity.
Give your board and auditors verifiable records that hold up to scrutiny.
Your tax stack.
Your tax data.
Your way.
The open, vendor-neutral platform for private market tax compliance.
No vendor lock-in. No forced migrations. Open integrations to CCH, GoSystem & UltraTax — works inside your existing stack, not instead of it.
K1 Aggregator® — receive, extract, validate, and distribute K-1s at scale
K1 Creator® — produce K-1s with patented AI accuracy
K1xCollective — structured data at the source, before extraction
K1xCelerator — outcomes-based delivery with guaranteed SLAs
50%
reduction in manual tax processing time, on average
“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.
44
OF THE TOP 100
INSTITUTIONAL INVESTORS
20
OF THE TOP 25
ACCOUNTING FIRMS
45+
PATENTED AI AND
AUTOMATION TECHNOLOGIES
40K+
ORGANIZATIONS
WORLDWIDE
Awards for Tax Data Excellence
~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.
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.
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.