Platform Growth & Usage

K1x adoption accelerated across firms, institutions, and filers—reflecting demand for vendor-neutral tax data operations that can keep up with private market complexity.

• 40,000 organizations now use K1x
  → representing 40% year-over-year growth in the number of entities/orgs using the platform.
• 55% YoY growth in total K1x product users.
• 69% YoY increase in K-1s processed.

Business growth followed platform adoption. In 2025, K1x grew ARR by 50% year over year. Over the past three years, the company has achieved an approximate 65% CAGR, exceeding top-decile SaaS industry growth benchmarks. Customers aren’t just testing K1x. They’re standardizing on it as the system that turns PDF tax documents into structured tax data and usable insights.

Product momentum

In 2025, core solution lines expanded as tax teams scaled digital workflows:

• K1 Aggregator®: 65% YoY growth in users.
• 990 Tracker®: 40% YoY growth in users.

In addition, K1x launched Aggregator Plus ™, bringing K-1, 1099, and W-2 data extraction into a single, unified platform. Aggregator Plus ™ extends K1x’s core aggregation capabilities to support broader tax data intake and standardization—helping firms consolidate workflows, reduce manual effort, and scale data operations across more form types without adding point solutions.

Customer Experience & Service

Scaling a platform is one thing. Scaling trust is another. In 2025, we doubled down on a customer experience model designed for busy season reality: fast answers, clear guidance, and systems that reduce dependency on manual support.

• Customers were able to self-serve answers 80% of the time, reducing bottlenecks during peak periods.
• Our CSAT reached 95% YTD, reflecting consistent satisfaction across products and workflows.

And our customers said it best. Here are two highlights from G2 reviewers that capture the experience we’re building:

Susanne (5/5): “K1X is User-Friendly Tax Software with Outstanding Features and Support.”
“The software is very user friendly, and the customer service support representatives are friendly, helpful, and receptive to making improvements… K1X provides an online training certification… tax instructions and other helpful data are provided within the software itself… K1X is truly superior and more user friendly than others.”

Reina (5/5): “Streamlined Tax Filings, Exceptional Support.”
“I like K1x for its simplicity and how everything is in one place… The support system is excellent… they understand the tax laws well… and often show me things I wasn’t aware of… This responsiveness and expertise make me confident… they are very on top of their game.”

Those aren’t just kind words—they’re a blueprint for demolishing tax data drudgery.

Trusted by the Industry’s Leaders

K1x continued to expand inside the most complex and demanding tax environments—where accuracy and governance aren’t optional. We are battle-tested and trusted by the best

• 88 top accounting firms including 20 of the Top 25 and 2 of the Big 4 
• 44 of the 100 largest U.S. institutional investors,
• 45 of the largest university endowments,
• 11 leading private foundations
• 7 of the nation’s top health systems

This trust reflects a broader shift in the market: teams want modern, vendor-neutral infrastructure that integrates with their existing tax stack without being trapped in legacy workflows or closed ecosystems.

A Major 2025 Launch: The K1x Collective™

In 2025, we launched the K1x Collective™, an end-to-end ecosystem built to eliminate the bottlenecks that happen when tax workflows depend on disconnected point solutions.

The vision is simple (and urgently needed): the Connected K-1™, where private market tax data flows friction-free between investors, advisors, tax software, and taxing authorities.

What this means in practice is a clearer, modern operating model for tax teams:

• Collect: partner-powered tax document collection (new partner motions beginning January 2026)
• Process: K1x patented AI automation to extract, validate, and standardize tax data
• Distribute: partner-powered distribution to stakeholders and downstream systems (partner announcement coming January 2026)

The K1x Collective isn’t “co-marketing.” It’s infrastructure—built to move the industry from patchwork workflows to connected tax data operations.

Partnerships & Initiatives That Expanded the Platform

Alongside the K1x Collective launch, we strengthened the platform through strategic partnerships and initiatives designed to expand what customers can accomplish—without adding complexity.

Partnership: Labyrinth + 990 Tracker® state compliance expansion

In September 2025, K1x announced a strategic partnership with Labyrinth, Inc. to expand 990 Tracker® with state compliance capabilities, bringing federal and state nonprofit compliance closer to a single workflow.

This partnership reflects a consistent K1x principle: compliance doesn’t stop at the IRS. Our customers need a system that helps them manage the real operational scope of filings—across jurisdictions, deadlines, and stakeholders.

Initiative + partnership: XcelLabs + “Turning Tax Tech into Leadership Opportunity”

In October 2025, K1x partnered with XcelLabs (led by Jody Padar, The Radical CPA) to launch Turning Tax Tech into Leadership Opportunity—a hands-on program designed to help accountants lead AI adoption and change management inside their firms.

Beyond training, it’s a leadership playbook for a profession at an inflection point. When automation is everywhere, the differentiator becomes who can operationalize it, communicate ROI, and drive firmwide adoption.

Community & Education

2025 was a breakout year for the K1x community—because software adoption scales faster when users feel supported, recognized, and equipped to lead.

• We gave 61 milestone awards to power users across 44 client accounts.
• 475 users completed K1x Certifications, which debuted during 2025.
• We hosted the first K1x User Conference in Chicago, bringing customers together to share workflows, best practices, and the future of tax data operations.

And we’re already looking ahead: the 2026 K1x User Conference will be in Nashville (June 24–25, 2026). Reserve your seat and grab early bird pricing before Jan 31 https://www.eventbrite.com/e/2026-k1x-user-conference-explore-tickets-1967663210631

Awards & Recognition

In 2025, K1x’s momentum was recognized across innovation, fintech leadership, and go-to-market excellence:

• Fast Company – Most Innovative Companies 2025
• U.S. Fintech Awards – Accounting Tech of the Year 2025
• Selling Power – 60 Best Companies to Sell For (2025)

These honors matter because they validate what our customers experience firsthand: K1x is building a category-defining platform at the intersection of tax, private markets, and AI-enabled operations.

Looking Ahead to 2026

If 2025 was about expansion, 2026 will be about compounding:

• Deeper platform automation and workflows
• More K1x Collective partnerships across Collect → Process → Distribute
• Continued investment in community, certification, and professional enablement
• New initiatives that help tax professionals lead—not just comply

With sustained ARR growth, a multi-year growth rate exceeding top-decile SaaS benchmarks, and an expanding product portfolio including Aggregator Plus ™, K1x enters 2026 positioned to continue scaling as the system of record for private market tax data operations.

To our customers, partners, and community: thank you for helping make 2025 a milestone year. We’re just getting started.