AI-powered tax automation platform that extracts, validates, processes, and distributes complex tax data, including Schedule K-1s, K-2/K-3s, 1099s, and 990 filings, for funds, institutional investors, family offices, and fund administrators.
Core product
K1x offers automated tax-document extraction, tax form preparation, compliance processes, and data distribution. Its products include K1 Aggregator and K1 Creator, with integrations into existing tax software.
Use cases
K-1 data extraction; Tax document processing; Tax compliance automation; K-1 production and distribution; Investor tax reporting; Data aggregation and validation; 1099 and W-2 processing; 990 tax filing.
Functional categories (vendor-stated)
Integrations
Workflow stages
Security compliance (vendor-stated)
Portfolio focus
Private Equity; Venture Capital; Private Credit; Real Estate; Hedge Funds; Alternative Investments
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