August 22nd DEMO DAY | See K1 Aggregator® & 990 Tracker® in Action→

AI Automation Software
for K-1s, K-3s, 990s, and 1099s

Shift Happens. With tax complexity rising, tax talent tightening, and service demands surging, you need more than just efficiency—you need an X factor.

With K1x as your force multiplier you save more and gain more by:
✓ eXtracting K-1 and 1099 data with 90% less manual effort
✓ eXtending K-1 creation at scale
✓ eXpediting 990s with IRS-approved e-filing
✓ eXpanding top-line growth with your newly freed up time

SCHEDULE DEMO
Slide #0 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #1 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #2 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #6 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax 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.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
Slide #9 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #10 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #11 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #15 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax 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.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
Slide #18 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #19 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #20 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #24 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax 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.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
Slide #27 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #28 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #29 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #33 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax 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.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.
Slide #36 tag
50 %
Time-savings from K-1 automation
using K1 Aggregator
“With K1x, it’s click, click, and I’m done! The software allows me to ensure everything is correct before importing into my tax prep software and does so in record time. Accuracy AND efficiency!
Slide #37 tag
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
“Through a tailored solution, comprehensive support, and a focus on user adoption, Forvis Mazars not only overcame existing challenges but also set a new standard for accelerated adoption in the industry.
Slide #38 tag
2
Weeks to go live
“It’s a cliche, but it’s true, Now we spend more time on value added work versus manually inputting data especially with state activities captured automatically. We expect even more efficiencies in year 2. Powerful K1 Aggregator® technology helped us achieve a drastic reduction in hours.
Large Accounting Firm
15 %
Increase in margins by cutting
processing times by 55-65%
“K1 Aggregator® takes away the monotonous tasks. It automates without mistakes and helps people avoid minor errors from data entry. That little green checkmark means you got it right.
Large US Insurance Company
3- 6 x
Faster
“We initially had two reasons for hesitation. 1) Compatibility with our existing software and 2) whether it is accurate enough. We were pleasantly surprised and have had a really good experience!
Family Office
80 %
Manual data entry
eliminated
“K1x was a huge help pulling in information because it took data entry off us––this eliminates the hassles with reclassification and eliminated data entry work.

I think everybody should use this!
Slide #42 tag
💸
Cut costs mean more time spent doing data analysis vs. data entry
“Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire process. I don’t know how people track all their investments without K1x.
Large Foundation
~ 50 %
Less prep work
“990 Tracker® is very user friendly, easily navigable. Support is great. This is a solid solution for nonprofits. Rollover to the new tax 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.
Family Office
🗓️
Manual data entry time eliminated, team free to focus on the merits of investments
“The countless hours saved combined with the very high accuracy gave us more time to analyze the numbers on the page, rather than just enter them. We have more time to think since we are less ‘number numb’. A game changer.

SHIFT HAPPENS: Harness Innovation in Alternative Investment Tax Compliance to Stay Ahead of a Moving Market

Manage rising alt investment tax complexity

Leverage AI to streamline tax processes

Address tax talent shortages with modern solutions

LEARN SOME SHIFT

Life before K1x

For Advisors

Too manual

Too costly

Too frantic

For Investors

Too last-minute

Too little control

Too frantic

With K1x

~11sec

extract K-1 data in less than 11 seconds

+26%

 end to end processing costs

100%

payback within first full cycle

100%

control and transparency

Early reporting of tax liability

Clear after-tax ROI articulation

Restore over 11 hours each week to tax and accounting teams-slashing 6 to 8 weeks for each cycle.

~100%
ACCURACY

Proven results.

The only patented, AI-powered platform that streamlines alternative investment data distribution for investors and advisors.

Battle-tested by the best.

Trusted by more than 8000 organizations.

GET MY ROI ANALYSIS
66%
CYCLE
TIME
REDUCTION

44

OF THE TOP 100

largest investors
in the country

20

OF THE TOP 25

accounting
firms

45

OF THE TOP 100

university
endowments

7

OF THE TOP 40

healthcare
systems

11

OF THE TOP 100

private
foundations

Accounting Alliances & Associations

K1x is a member of premier accounting associations -extending our powerful capabilities to larger networks for knowledge sharing, education, and advocacy.

50

K-1s data extracted in just 5 minutes

47

State & federal
tax jurisdictions

259

Taxforms

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 patented AI automation software…in minutes (not hours)!

START K-1 TEST DRIVE