January 9th DEMO DAY | See 990 Tracker® & K1 Aggregator® in Action→

Patented AI Automation Software for

K-1s | 1099s | W-2s | 990s

PRIVATE MARKET TAX DATA. DIGITIZED. DISTRIBUTED. DECODED.

Because tax complexity is surging, tax talent is tightening, and deadlines won’t wait…


K1x reads beyond the face page from intake to insights, decoding the entire
K-1, footnotes included.

 

eXtract K-1, 1099, & W-2 data with 90% less manual effort

eXpand top-line growth with your newly freed up time

eXpedite IRS-approved 990 efiling

eXchanging K-1’s at scale

Learn More

50% Saved 

Time-savings from K-1 automation using K1x

“Excellent for reading Fed K-1s”

What do you like best about K1x? How accurately and easily it can read the Fed K-1 and pushes it into CCH. Makes it easier to tie out the return at the end of the day.

Verified User in Investment Management

“K1x works!”

I use 990 Tracker to file 4 990s every year along with 990-Ts. I do not ever have problems with the program. In 2023 I did not contact support even one time. Previously when we had a problem, it was addressed in less than 1 hour and we were back up and running. I highly recommend K1x and 990 Tracker. If you are filing 990s, you will not be disappointed with the software, ease of use, and help and guidane from this company.

Daniel F. Senior Tax Accountant

“K1x Has Transformed Our Exempt Org. Tax Practice For The Better”

The software is much more user friendly than it’s competitors with easy naviagation, the option save all changes made automatically and the ease of importing and exporting data. The support team at K1x is also exceptional! Whenever our team or client has issues, we get responses and support teams looking into it that day.

Verified User in Accounting

Awards

Slide #0 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #1 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #2 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #6 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #10 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #11 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #12 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #16 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #20 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #21 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #22 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #26 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #30 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #31 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #32 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #36 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
Slide #40 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #41 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #42 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #46 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
~100%
ACCURACY

Proven results.

The only patented, AI-powered platform that streamlines alternative investment data distribution for investors and advisors. Battle-tested by the best. Trusted by more than 40,000 organizations.

GET MY ROI ANALYSIS
66%
CYCLE
TIME
REDUCTION

Accounting Alliances & Associations

K1x is a member of premier accounting associations -extending our powerful capabilities to larger networks for knowledge sharing, education, and advocacy.

TAKE THE K1 TEST DRIVE

Don’t just see it. Do it!

Drag. Drop. Digitize.
Distribute. Decode.

REQUEST K1 TEST DRIVE

Proven results.

K1x is battle-tested by the best, and trusted by more than 40,000 organizations, with clients including:

50

K-1s DATA EXTRACTED
IN JUST 5 MINUTES

47

STATE & FEDERAL
TAX JURISDICTIONS

259

TAX FORMS FOR
42 FEDERAL & STATE
TAX JURISDICTIONS

44

OF THE TOP 100
INSTITUTIONAL INVESTORS

15

OF THE TOP 25
ACCOUNTING FIRMS

51

OF THE TOP 100
NON PROFITS

45

OF THE TOP 100
UNIVERSITY ENDOWMENTS

8

OF THE TOP 40
HEALTH SYSTEMS

11

OF THE TOP 100
PRIVATE FOUNDATIONS