Your team shouldn't spend tax
season typing K-1s from PDFs
Your Tech Stack is Costing You $50K/Year in Manual Data Entry
Your Tech Stack is Costing You $50K/Year in Manual Data Entry
We build OCR automation that extracts data from K-1 partnership forms and populates your tax software automatically—turning weeks of manual entry into hours of review time.
We build OCR automation that extracts data from K-1 partnership forms and populates your tax software automatically—turning weeks of manual entry into hours of review time.
99%+ accuracy with machine learning
Human review workflows for quality control
Handles 1065, 1120-S, and complex schedules
The hidden cost of manual K-1 processing
The industry wastes 136 million hours annually on manual K-1 entry. Your team spends tax season squinting at PDFs, typing box numbers, and triple-checking every line item. One family office client with 50 partnerships can consume 100+ hours of staff time. Meanwhile, errors slip through, amendments get filed, and your highest-paid CPAs do work a computer should handle.
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
What we automate
Partnership K-1s (Form 1065)
All boxes and line items across all schedules are covered, including ordinary business income, rental income, interest, capital gains, Section 179, AMT adjustments, and partner information with ownership percentages.
S-Corp K-1s (Form 1120-S)
This includes shareholder stock basis calculations, built-in gain recognition and AAA tracking, health insurance and fringe benefits, and multi-state apportionment data.
Complex Schedules
This covers Schedule K-3 (international tax), Section 199A QBI calculations, at-risk and passive activity limitations, and alternative minimum tax (AMT) adjustments.
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
What we automate
Partnership K-1s (Form 1065)
All boxes and line items across all schedules are covered, including ordinary business income, rental income, interest, capital gains, Section 179, AMT adjustments, and partner information with ownership percentages.
S-Corp K-1s (Form 1120-S)
This includes shareholder stock basis calculations, built-in gain recognition and AAA tracking, health insurance and fringe benefits, and multi-state apportionment data.
Complex Schedules
This covers Schedule K-3 (international tax), Section 199A QBI calculations, at-risk and passive activity limitations, and alternative minimum tax (AMT) adjustments.
Why it works
Why it works
Speed & Scale
Process 100+ K-1s in the time it used to take to manually enter 10, freeing your team for high-value tax planning work.
Accuracy
Machine learning improves with every K-1 processed, catching errors and edge cases that humans miss when fatigued.
Structured Data
K-1 data stored in searchable format enables multi-year tax planning analysis instead of digging through PDFs every year.
Works with software you already own
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Works with software you already own
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Works with your software
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Tax season shouldn't be K-1 season
Stop sacrificing your team's sanity and your firm's margins to manual K-1 processing. Automate what should have been automated years ago.
Tax season shouldn't be K-1 season
Stop sacrificing your team's sanity and your firm's margins to manual K-1 processing. Automate what should have been automated years ago.
Tax season shouldn't be K-1 season
Stop sacrificing your team's sanity and your firm's margins to manual K-1 processing. Automate what should have been automated years ago.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.