COLLABORATION WITHOUT CHAOS

Corporate Tax Compliance Software Platform

Tax transformation software for GPs, LPs, and accounting firms to securely digitize and distribute alternative investment data. Standardize, streamline, and automate K-1 and 990 workflows…all in one place.

Our patent pending tax technology created the world’s first Digital K-1™ experience

A tax technology workspace made for sharing your alternative investment data

RECEIVE

  • AI-powered data extraction
  • Auto validation of taxable income
  • Embeded tax guidance analytics

PRODUCE

  • Wizard-driven guidance for tax fillings
  • Standard workflow & schema
  • Universal footnote library

EXCHANGE

  • 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 entry
elimination
hours of time restored
each week
weeks slashed each
cycle

+26%

savings in end to end
processing costs

Automate Receipt
of K-1’s

Automatically aggregates federal K-1 and K-3, state and foreign disclosure data for portfolio-level review and reporting
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
Complete K, K-1, K-2, and K-3 and 42 state taxing jurisdiction
Instant Digital PDF creation options — compatible with existing portal providers

Automate Exchange of K-1 Data

Secure environment
Instant digital transfer of data between parties
Auto matching of investors to funds

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 Compensations Module with
reporting across multiple entities
Conflict of Interest modules to manage board questionnaires
Collaboration with leading edge companies to extend your workspace
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“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!

Put us to the test. Send us up to 10 of your PDF K-1s. We’ll process them in front of you using our patent-pending AI automation software…in minutes.