WEBINAR March 7 @ 12:00PM ET

Demo Days: K1 Aggregator +  K1 Creator

Got K-1s? Demo Day is your lucky day!

Whether you receive K-1s or produce K-1s (or BOTH!) , we've automated away the worst parts of the job. Here's what you will see in a no-pressure guided tour of K-1 automation.

✅ Automating 90% of manual data entry effort eliminating the need for data entry review and human error checking at all stages of the process 

✅ Featuring the most comprehensive unstructured data reader available on the market capturing all Federal footnotes, all States, and the entirety of Schedule K-3

✅ And integrated with your favorite tax software including CCH and Thomson Reuters

✅ Automating complete K-1 creation (drafts or final) with Federal, K-3, and State packages, custom footnote and cover letter templates, and fine-tuned allocation ability.

✅ Handling tiered organizations, complex allocation/distribution rules, or specific scenarios with ease through our simplified process

✅ Collaborating with your tax preparer(s) to accelerate the entire process – from data collection to K-1 packet delivery.

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