K1x Reviews & Product Details

K1x is the patented, AI-powered tax data operations platform for private markets. Unlike tools that extract data into spreadsheets, force teams into closed ecosystems, or slowly drift into “maintenance mode,” K1x digitizes, decodes, and distributes tax data from K-1s, 1099s, W-2s, and IRS-certified 990 filings as structured, decision-ready data—while working seamlessly with your existing tax stack. A Fast Company Most Innovative Companies honoree and U.S. Fintech Award winner, K1x is trusted by: • 44 of the 100 largest U.S. institutional investors • 20 of the top 25 accounting firms • 45 of the top 100 university endowments —and by the tax professionals within them who deserve better than nights and weekends wasted keying, collating, and copy-pasting. Your tax stack. Your tax data. Your way. Goodbye document and data drudgery. Hello connected tax data operations.

Product Website

Seller

K1x

Discussions

K1x Community

Languages Supported

English

Overview by

Scott Turner

K1x Media

Automate Receipt of K-1’s * Patented software that automatically aggregates federal K-1 and K-3, state and foreign disclosure data for portfolio-level review and reporting * Filterable/customizable data reports and exports for deep risk analysis, review, and Excel output options and integration...

Automate K-1 production * First-ever fully digital investor K-1 packages, including footnotes, allocations, and white paper statement data * Complete K, K-1, K-2, and K-3 and 42 state taxing jurisdiction * Instant PDF creation options — compatible with existing portal providers

K1x Demo - Automate 990 Exempt Reporting and Filing

Automate 990 Exempt Reporting and Filing * IRS approved e-filing for 990, 990-PF, 990-EZ, 990-T, 4720, and 8868 + support for all 42 state taxing jurisdictions * Master Compensations Module with reporting across multiple entities * Conflict of Interest modules to manage board questionnaires

K1x is your force multiplier, simplifying the extraction of PDF K-1, 1099, and W-2 data, the production of the only native Digital K-1, and THE standard, IRS-approved streamline software for 990s.

K1 Aggregator® is the patented, AI-powered IRS Schedule K-1 data extraction solution that automate away 90% of manual K-1 keying, collating and copy-pasting—including the unstructured “hard parts” (beyond the simple face page).

K1 Creator is a revolutionary CPA design solution that simplifies the management of K-1 packages during tax season. It offers a seamless workflow, complete control, and transparency, enhancing staff engagement and retention.

For tax exempt compliance, 990 Tracker is IRS-approved e-filing software for all federal forms and manages all 42 state taxing jurisdictions in one platform. User friendly by design, the system includes dynamic reviews and diagnostics for t

Speed Meets Accuracy – How Top Firms Use K1 Aggregator® to Automate K-1 Processing at Scale, presented by K1x at AICPA Engage

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Adrien M.

Tax Senior

Small-Business (50 or fewer emp.)

4/10/2026

"Streamlined Tax Processing with K1x"

4/5

What do you like best about K1x?

I find K1x incredibly useful for handling investment partnerships. It makes inputting K-1s super easy, which saves me a lot of time. The ability to import directly into our tax software after we're done is a big plus. I particularly like the import functionality, as being able to import and export from the software makes it incredibly easy to work on clients that receive a lot of K-1s. It saves us so much time from having to input things manually. Review collected by and hosted on G2.com.

What do you dislike about K1x?

I believe the K-3 and State K-1 readers need to be improved. They sometimes put amounts on wrong line items, which I then need to manually fix. The initial setup was not super easy, but not incredibly difficult either. Review collected by and hosted on G2.com.

Allison V.

Mid-Market (51-1000 emp.)

4/10/2026

"User-Friendly with Accurate Data Extraction"

4/5

What do you like best about K1x?

I really like that K1x is user-friendly and straightforward to use. The support team is very responsive whenever I encounter an issue. I find the accuracy in data extraction particularly reliable. The automatic saving feature is a great convenience since there's no need to manually press save. It simplifies tying out complex returns and significantly saves time. The initial setup was also very easy. Review collected by and hosted on G2.com.

What do you dislike about K1x?

The UBIA and QBI don't import as well as expected. The state reports aren't as accurate as the federal reports, and K1x doesn't pull the adjustments in correctly for state or doesn't pick up every adjustment. When QBI is extracted and imported into CCH Axcess, it sets up as multiple columns of info rather than a single column. Review collected by and hosted on G2.com.

Timothy W.

Tax Director

Small-Business (50 or fewer emp.)

12/2/2025

"First Year Not for Profit Preparation"

5/5

What do you like best about K1x?

The intuitive ease of use in preparing tax returns. The product was promoted as being designed to be task specific. We used it for Form 990 and Form 990-T preparation and this was our first year using it. It could not have gone smoother. Review collected by and hosted on G2.com.

What do you dislike about K1x?

There are schedules and footnotes across several state tax returns that are not currently available in K-1x. The work around was to separately prepare the schedules and footnotes and attach to the returns as pdfs. The support staff is committed to including the required (and even optional) schedules and we look forward to the evolution of the product. Review collected by and hosted on G2.com.

What problems is K1x solving and how is that benefiting you?

Our third party accounting firm was the conduit through which we accessed K-1x. Our greatest benefit was the time saving in the review process. Since the platform instantaneously updates the tax returns, there is less back and forth, and NO delay, in the preparation through final approved tax return process. Review collected by and hosted on G2.com.

Susanne S.

Enterprise (> 1000 emp.)

12/3/2025

"K1X is User-Friendly Tax Software with Outstanding Features and Support"

5/5

What do you like best about K1x?

The tax input wording in K1X is the same wording used on tax forms, making it very easy to use and understand. The software is very user friendly, and the customer service support representatives are friendly, helpful, and receptive to making improvements to software based on your feedback. K1X provides an online training certification, which is new this year, and other occasional training is provided periodically for no charge. In addition, tax instructions and other helpful data are provided within the software itself. I've used several tax compliance software programs throughout my career, but K1X is truly superior and more user friendly than others. Review collected by and hosted on G2.com.

What do you dislike about K1x?

K1X has the Alternative Investment Module which has many foreign forms available, but not all. They are relatively a young company but are committed to adding more forms into their software and providing other enhancements each year. One of the best things about the alternative investment module is that you have all the historical data in one place, with NOL carryovers and much data that carryover each year with the rollovers. Review collected by and hosted on G2.com.

What problems is K1x solving and how is that benefiting you?

K1X solved the problem of having all company historical tax data and various forms in one place. They keep adding various modules that provide additional information and support, some of which I have not been able to take advantage of yet but hope to try this tax year. They provide Excel templates that can be added and linked to existing Excel workpapers, then uploaded into K1X with a click of a button, eliminating the need of duplicating data input! Their diagnostics and e-file validation checks help eliminate e-file errors ahead of time which help make e-filing process go smootly. There are many benefits to the K1X software, some of which I'm still learning. Review collected by and hosted on G2.com.

Reina M.

12/2/2025

"Streamlined Tax Filings, Exceptional Support"

5/5

What do you like best about K1x?

I like K1x for its simplicity and how everything is in one place, making it very straightforward to use. The support system is excellent; I'm able to contact them and receive an immediate response, which is very helpful as they usually guide me on how to fix any issues, often pointing out that the problem was on my end. I appreciate that they understand the tax laws well, particularly for a business supporting nonprofits and trusts, and they easily guide me through any problems by pointing to relevant rules or instructions. Additionally, they often show me things I wasn't aware of, demonstrating a profound understanding of their field. This responsiveness and expertise make me confident in saying they are very on top of their game. Review collected by and hosted on G2.com.

What do you dislike about K1x?

I find that the diagnostic feature in K1x could use improvement. The diagnostics sometimes incorrectly indicate mismatches between schedules, which can be frustrating. Even though I have the option to override these alerts, I rely heavily on accurate diagnostics to identify issues in tax returns because I work independently before senior management review. It is important to me that the diagnostics reliably identify real discrepancies rather than presenting non-existent ones. Review collected by and hosted on G2.com.

Verified User in Higher Education

Enterprise (> 1000 emp.)

12/3/2025

"Effortless Data Extraction with Impressive Accuracy"

5/5

What do you like best about K1x?

My team appreciates the ease of use, the the accuracy of the data extraction. Review collected by and hosted on G2.com.

What do you dislike about K1x?

K1x is still working on 926 and 8865 data extraction and compilation and it does not work well for state returns subject to siloing rules. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

2/17/2026

"Buggy UBI Reading: State Forms and Federal Data Need Better Accuracy"

2/5

What do you like best about K1x?

You can prepare the foreign forms in K1X with the white paper statements fairly easily. Review collected by and hosted on G2.com.

What do you dislike about K1x?

The software seems to have lots of issues, it can't read State UBI, 926 or 8865 information yet. It also is not always accurate when it reads Federal UBI. Review collected by and hosted on G2.com.

Response from Solutions Engineering of K1x

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Every investment portfolio is unique and while we strive to be the best reader across multiple areas of the K1 far surpassing the competition, we also recognize that individual experience may vary given the vast presentation differences amongst the 45 million K1s in the ecosystem. We're sorry to hear that this is your impression and encourage you to reach out to your representative directly to implement some solutions that can improve your overall experience.

Verified User in Accounting

Mid-Market (51-1000 emp.)

2/16/2026

"Huge Time-Saver for K1 Analysis and Exporting Summarized Data"

4.5/5

What do you like best about K1x?

Great time save with analyzing K1s then being able to export useful, logical reports for use Review collected by and hosted on G2.com.

What do you dislike about K1x?

Continual improvements to be made to foreign reporting. Some have been made, but a bit more to go Review collected by and hosted on G2.com.

Shauna I.

Tax data integration/ Prodution

Accounting

Mid-Market (51-1000 emp.)

9/30/2025

"MAKING WHITE PAPER DETAIL A BREEZE"

5/5

What do you like best about K1x?

IT IS EXTREMELY USER FRIENDLY AND VERY FAST Review collected by and hosted on G2.com.

What do you dislike about K1x?

WISH IT WAS ABLE TO READ ALL TAX DOCUMENTS AND WHITE PAPER DETAIL OF THE BROKERAGE STATEMENTS Review collected by and hosted on G2.com.

Verified User in Investment Management

Mid-Market (51-1000 emp.)

10/17/2025

"Excellent for reading Fed K-1s"

5/5

What do you like best about K1x?

How accurately and easily it can read the Fed K-1 and pushes it into CCH. Makes it easier to tie out the return at the end of the day. Review collected by and hosted on G2.com.

What do you dislike about K1x?

There is room for improvement in how K1x reads State K-1s, but the software has already improved over the last few months. Review collected by and hosted on G2.com.