Eliminating Tax Data Drudgery to Unlock Growth
K1x, Inc. is an industry-leading AI native platform purpose-built for the full K-1 lifecycle and IRS-certified 990 filings, serving accounting firms, family offices, wealth managers, funds, fund administrators, and tax-exempt organizations. By applying AI to traditionally manual, data-intensive tax processes, K1x helps organizations reduce manual work, move tax data more efficiently across systems and stakeholders, and manage increasingly complex private market tax workflows that arise from alternate investments at scale.
The patented platform uses AI and automation to extract, validate, manage, and distribute tax data across K-1s, K-2’s/K-3s, 1099s, and 990 filing, transforming complex tax information into structured, usable data. Vendor-neutral by design, K1x works within the tax technology ecosystem, connecting to the systems that firms and investors already use to manage and exchange data.
OUR PRODUCTS
80
K-1s data extracted in just 8 minutes
47
State & federal
tax jurisdictions
410
Taxforms
K1x’s products may be covered by one or more patents issued in the U.S. and/or elsewhere.
The following webpage is provided to satisfy the virtual patent marking provisions under 35 U.S.C. 287(a):
Learn more about K1x patents here
Awards
Proven results.
K1x is battle-tested by the best, and trusted by more than 40,000 organizations, with clients including:
80
K-1s DATA EXTRACTED
IN JUST 8 MINUTES
47
STATE & FEDERAL
TAX JURISDICTIONS
410
TAX FORMS FOR
42 FEDERAL & STATE
TAX JURISDICTIONS
40
OF THE TOP 100
INSTITUTIONAL INVESTORS
70%
OF THE TOP 20
ACCOUNTING FIRMS
51
OF THE TOP 100
NON PROFITS
8
OF THE TOP 10
UNIVERSITY ENDOWMENTS
8
OF THE TOP 40
HEALTH SYSTEMS
11
OF THE TOP 100
PRIVATE FOUNDATIONS
CERTIFIED BY:
CONNECTED:
Senior Leadership
John LaMancuso
CEO
SPECIALITY
Enabling top performers to achieve extraordinary results with our people, clients, innovation, and growth
FUN FACT
Share hometown with Lucille Ball, Natalie Merchant, and Roger Goodell. Go Bills!
Jessica McAlpine
CPO
SPECIALITY
Connecting customer problems to product decisions that deliver real value
FUN FACT
Boy mom, Michigander, avid traveler, and part time cheer coach. Go Lions!
Chris Capko
CRO
SPECIALITY
Connecting and collaborating in the partner ecosystem
FUN FACT
Chris is a golfer, soccer coach and overall sports fan
Neal Schneider
CTO
SPECIALITY
Passion to tackle your toughest challenges through cutting-edge and delightful technology solutions
FUN FACT
Ohio State Buckeye, Baseball & Cheer Dad, Lake life enthusiast
Danielle Tewes
SVP of Client Enablement
SPECIALITY
Onboarding and supporting you in your automation journey
FUN FACT
CPA and Buffalo Bills fan. Go Bills!
Heather Teicher
SVP of Marketing
SPECIALITY
Delivering value to the market through K1x’s innovations
FUN FACT
Dog mom and Arsenal FC fan
Megan Smego
VP of People Operations
SPECIALITY
Encouraging employee development and happiness by helping each person become an invaluable contributor to the business
FUN FACT
Home Decor and Goldendoodle Enthusiast, SHRM-CP
Board of Directors
K1x has assembled an exceptional board of directors to lead our growth. From B2B fintech SaaS experts, to AI and automation patent holders in tax transformation, to former heads of US Treasury and the IRS, the future for K1x and for our customers could not be brighter.
