WEBINAR | Join us at 12:00PM ET

Demo Days: Aggregator Plus

Got K-1s? And 1099s? AND W-2s? One Platform for Digitized, Distributed, and Decoded K-1s, 1099s, and W-2s.  

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

✅ Tabular Application Design separates your K-1, 1099, and W-2 for intuitive seasonal analysis

✅ More time on high-value client work. Less time keying and collating.

Want a sneak peek? Take a look below!