Schedule K1 Creator Demo

Get your demo walkthrough
of streamlined K-1 production. CPA-led demos!

 

Instant Digital PDF and .k1x creation options — compatible with existing portal providers
Complete K-1, K-3 & 42 state taxing jurisdictions’ K-1 & equivalent data aggregated & allocated for the pass-through & end-recipient returns
Easy-to-use allocations functions allowing allocations against any value anywhere
All-in-one communication system that facilitates data gathering and dissemination
STREAMLINE K-1 PRODUCTION
Automate K-1 creation with comprehensive fund and investor management, user-friendly footnote creation, and standardized footnote library
Improve your accuracy, efficiency, and speed to delivery for federal, state and international taxing jurisdictions with a collaborative K-1 creation tool

 

“This will be a big time-saver. I’ve been hoping for something like this for the longest time.” – Institutional Investor

 

“This tech will make a huge impact on our tax transformation.” – Accounting Firm

 

“I used K1x at my former firm, and am so happy that we’re introducing them to my firm now.” – Accounting Firm

K1x is THE leading data distribution platform for alternative investments.

Collaboration & integration with leading tax software to extend your workspace

Proven Results.

K1x is trusted by more than 8000 organizations, with clients including:

44

OF TOP 100

largest investors
in the country

15

OF TOP 100

accounting
firms

45

OF TOP 100

university
endowments

7

OF TOP 40

healthcare
systems

11

OF TOP 100

private
foundations