AI for Accounting Practices

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K1x

AI platform for the K-1 lifecycle: K1 Aggregator extracts, validates and distributes K-1s, 1099s and W-2s into CCH, GoSystem and UltraTax.

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What the AI doesPatented AI and machine-learning extraction (45+ patented AI and automation technologies) that reads federal and state K-1s and pushes decision-ready data into the firm's tax suite
Who it servesSmall CPA firms, Tax offices
Starting priceQuote-based
Pricing modelQuote-based
Free trialNot stated on the vendor site
Best fitSmall firm, Mid-size firm
CategoryDocument Collection, OCR & Data Entry
Also fitsTax Preparation & Review AI
Works withCCH Axcess/ProSystem fx, GoSystem Tax RS, UltraTax CS
SOC 2Not stated on the vendor's site
Checked2026-10-29, against the vendor's own page

Who it's for

K1x is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and tax offices on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the Tax Preparation & Review AI category.

What it costs

K1x is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.

Good to know

K1x is the platform built around the K-1 lifecycle: K1 Aggregator receives, extracts, validates and distributes K-1s (and 1099s, W-2s and 990s) at scale, K1 Creator produces them, and the data flows into CCH, GoSystem and UltraTax through open integrations, so the firm keeps its existing tax suite. The extraction runs on 45-plus patented AI and automation technologies, and the customer list includes 20 of the top 25 accounting firms, 44 of the top 100 institutional investors and family offices that note the price point works for them; one reviewer's summary is that it reads the federal K-1 accurately and pushes it into CCH. Pricing is by request.

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