“Software is easy to use and the support is great. It is so easy to use that we rarely need support except to add a new preparer. Warm and friendly support staff.”
Services committed to your success
Support, training, and onboarding by specialists with 12+ years experience with our products
Experienced client success team
Guided onboarding
Data migration services
Customized training
Tiered support packages
Product integration support
Multi-channel product support
Responsive tech support
Community and user groups
Proven onboarding methodology speeds
your time to value
Been there.
Done that.
Proven 2-2-2 Method fast tracks your team with easy onboarding
Quick assessment.
Quick implementation.
Time to value in no time!
No forms, no fuss! Just downloads you’ll actually use.
Service plans that are right for your organization
ESSENTIALS
Best for
Clients with 50 or fewer employees
Overview
The Essential Services package is most appropriate for our smaller clients or for those organizations who have already successfully implemented our solution, the Essentials package gives you everything you need to maintain ongoing support and success throughout the year.
MOST POPULAR
ENHANCED
Best for
Best for most clients
Overview
Our most popular service package for clients of all sizes and all stages of implementation is our Enhanced Services package. This package provides service and support robust enough to support a successful implementation for different service lines and to ensure that your staff and team have ongoing support through busy periods at a level to sustain your business.
ENTERPRISE
Best for
Sophisticated clients or those with unique needs
Overview
For our largest or most sophisticated clients, the Enterprise package provides all the value of the Enhanced package with expanded services and more time for your individual teams that can truly create a custom experience that makes it feel like K1x is working exclusively for you.
Our team loves our customers

Our customers love our team
“Everybody on our team enjoys the K1x solution. I don’t know how people track all their investments without K1x. It’s made our whole process so much more efficient and it’s great that K1x has exempt experts on staff.”
HEALTHCARE
“Support is great. We get quick answers…The team is great. Set up every year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered. It’s a fantastic product. Does exactly what we need.”