SIMPLIFY K-1 PACKAGE PRODUCTION

Produce everything from simple to complex K-1 packages with more control, accuracy, and efficiency in one workflow.

Improve your accuracy, efficiency, and speed to delivery for federal, state and international taxing jurisdictions with a collaborative K-1 creation tool

K-1 Creation Automation

K1 Creator® is built for accounting firms, fund teams, family offices, real estate partnerships, and fund administrators, that need a more controlled, efficient way to manage simple to complex K-1 package production.

Comprehensive support across federal,
Schedule K2/K-3, and state jurisdictions
Prepare complete K-1 packages with support for federal, international, and state reporting requirements, including jurisdictionspecific data and investor-level detail.

Configurable statement and footnote management
Build, manage, and standardize customized statements and footnotes to support complex partnership reporting and reduce manual document preparation.

Flexible package generation with digital PDF and .k1x output options
Create investor-ready K-1 packages that can be delivered through your preferred workflow, including compatibility with existing investor portal providers

SCHEDULE A LIVE DEMO

Create complete K-1 packages
Build federal, state, and international K-1 packages in one workflow.

Centralize investor data
Keep investor details, associations, tax IDs, and jurisdiction data organized in one place.

Standardize statements and footnotes
Create consistent investor-facing statements and reduce one-off manual edits.

Customize investor packages
Generate packages with the documents, statements, and details each investor needs.

Support multi-entity investor workflows
Manage investors who participate across multiple partnerships or entities.

Generate digital PDF packages
Produce investor-ready K-1 packages for delivery through your preferred process.

Increase consistency across projects
Use repeatable workflows that help teams prepare packages the same way each time.

Save time during busy season
Streamline setup, data entry, review, and package generation when deadlines are tight.

Scale K-1 production with more control
Support growing package volume without losing visibility or accuracy.

Integrate with leading tax platforms
Connect with Thomson Reuters GoSystem Tax RS and Wolters Kluwer CCH Axcess to support a more streamlined K-1 data workflow.

32%

Manual data entry elimination

325%

ROI: Independent analysis
by Genius Drive

K1 Creator® Videos

BOOK K1 CREATOR® DEMO

AI at K1x Explainer Interview

Why K1 Creator™

Collaboration with leading edge companies to extend your workspace

SIMPLIFY K-1 PACKAGE PRODUCTION

Produce everything from simple to complex K-1 packages with more control, accuracy, and efficiency in one workflow.

K-1 Creation Automation

Comprehensive support across federal, Schedule K2/K-3, and state jurisdictions Prepare complete K-1 packages with support for federal, international, and state reporting requirements, including jurisdictionspecific data and investor-level detail.

Configurable statement and footnote management Build, manage, and standardize customized statements and footnotes to support complex partnership reporting and reduce manual document preparation.

Flexible package generation with digital PDF and .k1x output options Create investor-ready K-1 packages that can be delivered through your preferred workflow, including compatibility with existing investor portal providers

Create complete K-1 packages Build federal, state, and international K-1 packages in one workflow.

Centralize investor data Keep investor details, associations, tax IDs, and jurisdiction data organized in one place.

Standardize statements and footnotes Create consistent investor-facing statements and reduce one-off manual edits.

Customize investor packages Generate packages with the documents, statements, and details each investor needs.

Support multi-entity investor workflows Manage investors who participate across multiple partnerships or entities.

Generate digital PDF packages Produce investor-ready K-1 packages for delivery through your preferred process.

Increase consistency across projects Use repeatable workflows that help teams prepare packages the same way each time.

Save time during busy season Streamline setup, data entry, review, and package generation when deadlines are tight.

Scale K-1 production with more control Support growing package volume without losing visibility or accuracy.

Integrate with leading tax platforms Connect with Thomson Reuters GoSystem Tax RS and Wolters Kluwer CCH Axcess to support a more streamlined K-1 data workflow.

32%