K1 AUTOMATION
PLUS 1099 & W-2 READING UPGRADES
K-1 Software with Automated 1099 & W-2 Data Extraction Options
Beyond the face page!
End-to-end automated fed, state & international tax compliance with investor-grade tax insights.
“Excellent for reading Fed K-1s”
I like 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….allowing staff to work quicker.
Verified User in Investment Management Mid-Market
“Making white paper detail a breeze”
It is extremely user friendly and very fast This product is eliminating a review step and a data entry step. It also speeds up the entry process
Shauna I.
Tax data integration/ Production Accounting
“Effortless Data Extraction with Impressive Accuracy”
My team appreciates the ease of use, the accuracy… The allows our team to focus on more high level value adding work, resulting in better compliance and increased tax savings.
Verified User in Higher Education
“This tech will make a huge impact on our tax transformation.” – Accounting firm client
K-1 Automation
K1 Aggregator® is perfect for accounting firms, institutional investors, banks, trusts, family offices,
pensions, individuals and corporations that receive IRS Schedule K-1s in volume.
Ask for Aggregator Plus to automate K-1, 1099, and W-2 data extraction
100% digitization of extracted K-1 Form data with executive summary highlighting critical tax data elements
Reading, aggregation, and analysis of federal & state taxable income, K-3 information & foreign reporting requirements
90% reduction of manual data extraction
New optional upgrade: Automated data extraction of 1099s & W-2s
BEYOND EXTRACTION
K1 Aggregator goes beyond PDF-to-spreadsheet extraction to deliver validated, review-ready K-1 data at scale.
| Evaluation Criteria | Extraction-Only Tools | K1 Aggregator® |
| Outputs | XLS | Validated, review-ready K-1 data in your choice:
|
| Face page vs full package | Often face page focused | Reads beyond the face page — footnotes, whitepapers, state & international |
| K-3 support | Limited or inconsistent | Native K-3 handling |
| Validation & tax context | User verifies manually | Built-in validation aligned to tax logic |
| Standardization | Outputs vary by source | Standardized schema across K-1s |
| Downstream usability | Cleanup required | Ready for review, aggregation, and reporting |
| Best fit | One-off conversion | High-volume, high-complexity K-1 workflows |
Note: Capabilities vary by vendor. This comparison reflects common differences between extractiononly tools and K1 Aggregator’s purpose-built approach.
K1 Aggregator® Features & Benefits
Automate K-1 data aggregation
First-ever fully digital investor K-1 packages, including footnotes, allocations, and white paper statement data
Provides state taxable income allocations for ALL 42 taxing jurisdictions
Extracts state K-1 data for all 42 state taxing jurisdictions & provides an easy-to-use grid that exports to excel
Risk and analysis review
Filterable/customizable data reports & exports for deep risk analysis & review
Embedded project management & review features keep processes smooth
Tenant Level Master K-1 helps users conduct tax analysis across entire portfolio—all tax data elements viewable in one report
K-1 Aggregator®
K1 Aggregator® continuously refines its intelligence through a secure feedback framework incorporating real-world usage insights that adapt our AI to evolving requirements and complexities in the K-1 workflow without compromising our commitment to data integrity and security.
11.8
Seconds to extract
& aggregate
90%
Reduction in manual
data handling
287
ROI: Independent analysis
by Genius Drive
Typical Benefits
For a composite org with:
500 forms & 20 Entities
$90K
Savings
Per Year
+
$45K
In additional
upside impacts
$135K
Annual Benefits
Additional Benefits
Eliminated data outsourcing needs & cost
Investor community experience w/ timely reports & clear after-tax ROI
Accounting staff engagement, retention & elevation
Accuracy & 66% cycle time reduction achieved
Control & transparency
To onboard
K1 Aggregator® Product Videos
“K1A (K1 Aggregator®) scans the whitepaper and breaks out line items that end up summing into one number on the tax return, gives you a reclass column so you can maintain a record of how it was originally reported to you, and then lets you run reports on all that info. That combination of features has given us tremendous flexibility in our workflows, including tracking QSBS benefits and making sure that info makes it into our tax basis calcs and is reported correctly across all jurisdictions, and 988 tracking for our reportable transactions process.”
FINANCIAL ADVISORY
Aggregator Plus Upgrade- Automated 1099 & W-2 Data Extraction
K1 Aggregator® Integrations with Tax Software
K1x Import K-1/K-3 data from K1 Aggregator® into K1 Creator® (Formerly K-1 Navigator™), 990 Tracker® (Formerly C-TRAC™)
Wolters Kluwer: CCH Axcess Tax
Thomson Reuters: ONESOURCE Income Tax, ONESOURCE Trust Tax, GoSystem Tax RS platforms (including UBI Export to GoSystems RS for trust returns)
Collaboration with leading edge companies to extend your workspace
TAKE THE K1 TEST DRIVE
Don’t just see it. Do it!
Drag. Drop. Digitize.
Distribute. Decode.
“K-2s and K-3s also used to be a nightmare for us. Now we have drag and drop and integration with important third-party software. We use K1x to help us do our 20 state returns –and to file on time without the hassles and wasted time.”