Introducing Aggregator Plus — One Platform, Three Document Types

To understand the scope, start with what Aggregator Plus processes—then see how it flows together.

• K-1s. The platform reads face pages and the unstructured material that follows—footnotes, K-3s, 199A, UBI details, and state attachments—so you aren’t left deciphering free-form text.
• 1099s. From 1099-DIV and 1099-INT to 1099-OID, 1099-B, and consolidated packs, Aggregator Plus normalizes formats across custodians for consistent extraction and review.
• W-2s. Aggregator Plus supports standard PDF W-2s with line-by-line capture, making year-end wage data as searchable and reusable as any other tax input.

All three document types are extracted, digitized, and organized automatically—in one place. Built for teams managing complex clients with complex tax documents, Aggregator Plus helps accounting firms, family offices, and private wealth groups spend less time sorting PDFs and more time delivering value.

Why HNW Advisory Firms Are Making the Switch

Before switching platforms, most teams want to know what’s included and how it reduces manual work. Here’s where Aggregator Plus stands out.

Full extraction—not just face pages

To eliminate the “we’ll deal with footnotes later” trap, the platform captures the difficult parts that typically slow teams down.

• K-1 footnotes, K-3s, whitepapers, 199A, UBI, state forms. The engine reads unstructured attachments and tax-sensitive lines, so narrative disclosures and multi-jurisdiction items are parsed, tagged, and ready for review.
• 1099-DIV, INT, OID, B, consolidated forms. Custodian differences no longer dictate workflow; normalized extraction ensures consistent totals and cross-form reconciliation.
• W-2s—now supported. Wage and tax details are captured automatically, reducing keystrokes and speeding up employer/employee reconciliation.

Bundled, not bolted-on

Combining K-1s, 1099s, and W-2s in one platform means your team works in a single interface, not a patchwork of tools.

• No more stitching outputs across tools. Aggregator Plus centralizes extraction, validation, and export—so you aren’t exporting CSVs from multiple apps and reconciling by hand.
• No more stitching outputs across time. Our ‘Partial Packets’ feature automatically stitches together fragmented K-1 information received throughout the year—organized by investment—so tax professionals don’t have to wait for every document before beginning the tedious collection process.
• Auto-generated instance summaries. The system creates clear summaries that surface totals, exceptions, and review priorities, speeding up manager sign-off.
• Direct integrations with CCH Axcess®. One-click pushes move clean data into your returns, shrinking prep cycles and reducing rekey risk.

More clients, fewer clicks

When you reduce manual input, capacity follows—and margins improve.

• Eliminate up to 90% of manual input. Teams redeploy hours from copy-pasting to client advisory, planning conversations, and year-round relationship work.
• Grow HNW relationships without expanding headcount. With data extraction handled, your staff can support more households and more entities at the same service level.