Join the K1x Collective Affiliate Program

Earn commissions by referring new business to K1x.

Fast and easy. Get paid back for paying it forward!

 

K1x Collective partners can earn solid commissions by introducing us to their network of potential clients. Best of all, by automating away the worst part of their job (those manual K-1s and 990s), you are doing your tax compliance colleagues a favor—giving their nights and weekends back.

Do you know accounting firms, family offices, funds, fund admins, or university endowments who struggle with K-1s or 990s?


Here’s how you can help them:

Connect

Let’s talk & answer your questions. We can help you brainstorm too. Just fill out this short form.

Collect

We provide copy-paste emails and conversation guides for you to make introductions. We’ll take it from there.

Cash in

When your contacts become K1x clients, you receive those commission during their first year business with us.

The Fine Print

K1x runs on referrals. And fortunately, we have a lot of clients already. So, if you have new contacts who are not yet doing business with K1x or in our sales pipeline, let’s talk.
Beyond company names, we are looking for individuals and contact information and how you suspect we might help them. That’s it!

Battle tested by the best

Proven Results.

K1x has earned the trust of more than 8000 organizations, with clients including:

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

10

OF THE TOP 50

private
foundations

177

TAXFORMS

 

FAQ

Is there a cost to join?

No, it is completely free to join and participate in our K1 Collective

Is there a minimum or maximum number of referrals to participate?

No, there is no minimum or maximum referral requirement.

How will I get paid?

K1x will pay Referring Party on the last day of the month following the quarter in which K1x receives payment of the Lead Referral Revenue.

What kind of opportunities can I refer?

We are happy to connect with any tax professionals, CPA firms, or corporate tax departments dealing with US taxes that could benefit from our technology.
Some good referral opportunities include:

  • CPA firms managing large volumes of K-1s or 990s
  • Corporate tax teams struggling with partnership tax compliance
  • Family offices or financial institutions handling K-1 processing or creation
  • Any institutional investor
  • Any firm looking to automate and streamline tax workflows

A common reason for rejecting a referral is if they are already a K1x client or if K1x is already in active sales conversations with them.

What are K1x’s areas of expertise?

K1x specializes in automated K-1 data processing, tax workflow optimization, and seamless integrations with leading tax software . Our platform helps tax
professionals streamline document management, extract key tax data, and eliminate manual entry.

I would like to sign up, but I don’t know of opportunities/people to refer!

Our Partnerships team provides resources to help our affiliates identify potential opportunities with minimal time investment. Reach out to us to l earn more!

How do you track the referrals I make?
  • Our Partnership Executive will keep you updated on the status of your referrals.
  • We use HubSpot tracking and CRM integration to ensure referrals are properly attributed.
  • Our internal team ensures that all referral sources are logged and commissions are paid accurately.
What is your commission structure?

We offer 3% commissions on the first-year contract value for every successful referral. More details are available in the agreement.

Didn’t find what you were looking for?

Please reach out to us at partners@k1x.com, and we’ll be happy to answer any questions!