Patented Corporate Tax Software
Tax Data Operations Platform for Private Markets
Built for accounting firms, investors, family offices, fund administrators, and tax-exempt organizations to automate K-1, 1099, W-2, and 990 workflows—beyond extraction alone.
Our patented tax technology created the world’s first Digital K-1® experience
One secure workspace to receive, produce, and exchange private market tax data
RECEIVE
Ideal for teams overwhelmed by inbound tax doc volume & complexity.
- AI-powered data extraction
- Auto validation of taxable income
- Embedded tax guidance analytics
PRODUCE
Designed for firms producing K-1s at scale under review and delivery pressure.
- Wizard-driven guidance for tax filings
- Standard workflow & schema
- Universal footnote library
EXCHANGE
Built for organizations distributing tax data to many stakeholders securely and at scale.
- Secure environment
- Instant digital transfer
- Auto matching of Investors to funds
BENEFITS
100%
control and
transparency
66%
cycle time
reduction
improved staff engagement, retention and elevation
90%
manual data extraction
elimination
hours of time restored
each week
weeks slashed each
cycle
+26%
savings in end to end
processing costs
You choose what to automate
Start with one workflow. Expand as your needs grow. Without rebuilding your tax stack.
Automate Receipt
of K-1s, 1099s, and W-2s
Automatically aggregate federal K-1 and K-3 data plus state and foreign disclosures for portfolio-level review and reporting. Optional automation for 1099’s & W-2’s.
Filterable/customizable data reports and exports for deep risk analysis, review, and Excel output options
Embedded project management and review features to keep the process running smoothly
Automate K-1
production
First-ever fully digital investor K-1 packages, including footnotes, allocations, and white paper statement data
Support for K, K-1, K-2, and K-3 and 42 state taxing jurisdiction
Instant Digital PDF creation options — compatible with existing portal providers
Automate 990 Exempt Reporting and Filing
IRS approved e-filing for 990, 990-PF, 990-EZ, 990-T, 4720,
and 8868 + support for all 42 state taxing jurisdictions
Master Compensation module for reporting across multiple entities
Conflict of Interest modules to manage board questionnaires
Integrate K1x into the tools you already use, and keep your data moving across teams, systems, and stakeholders.
“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.”
Take the K-1 Test Drive!
Drag and drop example K-1s into award-winning K1 Aggregator® software. Experience the power of K1x automation and see results.
See extracted + validated results, review flags, and export-ready outputs.
