K1X is an AI-powered platform that automates tax data processing for private markets. Its patented technology handles the full workflow of extracting, validating, producing, and delivering alternative investment tax data - covering Schedule K-1s, 1099s, W-2s, and 990s - across 410 tax forms and 47 U.S. state and federal jurisdictions. The platform is IRS-certified and has been recognized as a Fast Company Most Innovative Company (2025) and a US Fintech Award winner for Best Accounting Tech.
K1X's core products include the K1 Aggregator® and K1 Creator®, which automate the extraction, validation, and delivery of Schedule K-1 data, and the 990 Tracker®, which handles Form 990 workflows for tax-exempt organizations. The platform integrates with investors, accounting firms, tax software, and taxing authorities, and is claimed to reduce manual work in Schedule K-1 processing by 90%.
The platform serves a broad range of participants in private markets, including institutional investors, asset managers, family offices, fund administrators, and accounting firms. Its customer base includes more than 40,000 organizations, among them 44 of the 100 largest institutional investors in the United States and 20 of the top 25 accounting firms.
Engineering at K1X spans artificial intelligence, document digitization and OCR, data extraction and validation, workflow automation, and compliance integrations. The technical stack is oriented around processing high volumes of complex, unstructured tax documents at scale within a regulated environment.
