K1X is a patented, AI-powered platform that automates tax data processing for private markets. The company digitizes, distributes, and decodes alternative investment tax documents - including Schedule K-1s, 1099s, W-2s, and 990s - connecting investors, accounting firms, tax software providers, and taxing authorities through a unified digital workflow. Its IRS-certified solution covers 47 state and federal tax jurisdictions across 410 tax forms.
The platform's core products include K1 Aggregator®, which automates the extraction and validation of K-1 tax data; K1 Creator®, which handles the production and delivery of K-1 documents; and 990 Tracker®, designed for tax-exempt organizations managing Form 990 obligations. Together, these tools form the Digital K-1™ platform, which K1X describes as reducing manual Schedule K-1 processing work by 90%.
K1X serves more than 40,000 organizations, including 44 of the 100 largest institutional investors in the United States and 20 of the top 25 accounting firms. Its customer base also includes leading university endowments, family offices, fund administrators, and private market funds. The company was named a Fast Company Most Innovative Companies 2025 honoree and has received the US Fintech Award for Best Accounting Tech.
