“Very impressive technology in picking up the k3 numbers & efficiency in processing k3s, very short bridge needed to perfection. Thank you Team.”
Accounting Firm Software
for Alternative Investments Tax Compliance
Automate away the biggest alt investment tax compliance headaches for you and your clients before next tax season’s wave of 990s and K-1s.
Slashed K-1 & 990 processing times
K-1 Automation at Scale. Streamlined 990s.
Freedom from robotic, rote tasks
Collaboration
Portfolio & asset class reporting and analysis
After-tax ROI analysis
Modern, cloud-based AI tax technology for accounting firms to THRIVE during seasonal K-1 & 990 volumes
Imagine taming alternative investment data complexity by automating and accelerating tax data production, receipt and filing for all your entities. K1x is trusted by 15 of the top 25 Accounting Firms. Transform tax to get your nights and weekends back!
RECEIVE K-1s?
K-1 Aggregator™
Award-winning, patented tech eliminates 90% of manual K-1 data extraction in just 11.18 seconds.
Face page
White papers
State reporting
K-3s
PRODUCE K-1s?
K-1 Creator™
The first and only solution to seamlessly build a traditional K-1 package (PDF) and a completely Digital K-1™ (.k1x) transmission.
FILE 990s?
990 Tracker™
THE industry-standard software for streamlined 990 workflows including data collection, analysis, exempt reporting, integration, and IRS-approved e-filing.
70%
of K-1s will arrive in the last months of the year.
Let K1x software help you.
K1x is accounting firm software for alternative investments tax compliance
Accounting Firms Love K1x Tax Technology
“This tech will make a huge impact on our tax transformation”
K1X Client
Challenge
- Manually rekeying same numbers in excel spreadsheets, then into tax forms
Solution
- Adopted innovator mindset
- Allocated resources to change management
- Phased Adoption of K1 Aggregator (formerly K-1 Analyzer)
Outcome
- Adopted processing of hundreds of K-1s in 2020, growing to thousands of K-1s by 2023
- 90% reduction in manual entries
- Faster timelines, improved margins, and greater overall satisfaction
“This is something else entirely far beyond my expectations and my expectations are very high.
We’ll definitely circle around with more stakeholders to move this forward.”
ACCOUNTING FIRM
“After going through the pilot, my feeling is that KIx technologies are not something that I want to practice without.”
ACCOUNTING FIRM
“I used KIx at my former firm, and am so happy that we’re introducing them to my firm now.”
ACCOUNTING FIRM
“There is no other tech out there like 990 Tracker™ (formerly C-TRAC).”
ACCOUNTING FIRM
Larger volume? Larger ROI!
FOR EXAMPLE
For a composite firm with 500 K-1s and 20 entities
COLLECT 500 K-1S
0.9 person hours savings per portal
60% process savings
405 annual person hours savings
$26K annual savings
ANALYZE 500 K-1S
1.6 person hour savings per K-1
26% overall process savings
805 annual person hours savings
$52K annual savings
PRODUCE 500 K-1S
1.5 person hours per K-1
24% overall process savings
755 annual person hours savings
$48K annual savings
FILE 20 ENTITIES
7.5 person hours savings per form
26% overall process savings
266 person hour savings
$14K annual savings
You’re in GREAT company! Let’s talk.
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.