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One Platform for Digitized, Distributed, and Decoded K-1s, 1099s, and (coming soon!) W-2s

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Less software to learn. More revenue opportunities.
Perfect for advisors to high-net-worth clients including accounting firms, family offices, and funds

100% digitization of extracted data from complex K-1s, 1099s, and W-2s all in a single platform
“Tabbed experience” separates your K-1, 1099, and W-2 data for intuitive seasonal analysis
More time on high-value client work.
Less time keying and collating.