AI Automation Software for K-1s | 1099s | W-2s | 990s
Private Market Tax Data. Digitized. Distributed. Decoded.
Tax complexity is surging. Tax talent is tight. Deadlines won’t wait.
K1x reads beyond the face page from intake to insights, decoding the entire K-1, footnotes included.
Save more. Gain more:
✓ eXtract K-1, 1099, and W-2 data with 90% less manual effort
✓ eXpand top-line growth with your newly freed up time
✓ eXpedite 990s with IRS-approved e-filing
✓ eXchanging K-1’s at scale
50 %
Time-savings from K-1 automation
using K1 Aggregator
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!
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
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.
2
Weeks to go live
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
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!
I think everybody should use this!
💸
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
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.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“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’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
50 %
Time-savings from K-1 automation
using K1 Aggregator
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!
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
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.
2
Weeks to go live
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
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!
I think everybody should use this!
💸
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
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.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“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’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
50 %
Time-savings from K-1 automation
using K1 Aggregator
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!
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
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.
2
Weeks to go live
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
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!
I think everybody should use this!
💸
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
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.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“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’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
50 %
Time-savings from K-1 automation
using K1 Aggregator
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!
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
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.
2
Weeks to go live
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
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!
I think everybody should use this!
💸
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
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.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“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’. This is tremendous technology at a price point that smaller family offices can afford. A game changer.
50 %
Time-savings from K-1 automation
using K1 Aggregator
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!
100 ⚡
Record-breaking adoption, poised
for sustained success and continued growth
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.
2
Weeks to go live
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
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!
I think everybody should use this!
💸
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
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.
DraftCo & Associates Inc.
🚀
Team free to focus on the merits of investments with less time needed for K-1 tax compliance burdens.
“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’. This is tremendous technology at a price point that smaller family offices can afford. 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
Life before K1x
For Advisors
Too manual
Too costly
Too frantic
For Investors
Too last-minute
Too little control
Too frantic
With K1x
~8 min
extract K-1 data from 80 K-1s (a week’s worth!) in 8 minutes
+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 40,000 organizations.
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
