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K1x Reviews & Product Details

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K1x Overview

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What is K1x?

K1x is the leading data distribution platform for alternative investments tax compliance. The fintech company's patented, AI-powered SaaS solution digitizes and distributes IRS Schedules K-1, K-3, and 990 data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility. K1x is trusted by more than 8000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.

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K1x
Scott T.
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Scott Turner
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Recent K1x Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"K1x Has Transformed Our Exempt Org. Tax Practice For The Better"
The software is much more user friendly than it's competitors with easy naviagation, the option save all changes made automatically and the ease of...
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Daniel F.
DF
Daniel F.Mid-Market (51-1000 emp.)
5.0 out of 5
"K1x works!"
I use C-Trac to file 4 990s every year along with 990-Ts. I do not ever have problems with the program. In 2023 I did not contact support even on...
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K1x Media

K1x Demo - Automate K-1 production
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 Receipt of K-1’s
Automate Receipt of K-1’s * 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 * Embedded project management and rev...
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
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2 K1x Reviews

5.0 out of 5
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2 K1x Reviews
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Verified User in Accounting
UA
Mid-Market(51-1000 emp.)
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Review source: Organic
What do you like best about K1x?

The software is much more user friendly than it's competitors with easy naviagation, the option save all changes made automatically and the ease of importing and exporting data. The support team at K1x is also exceptional! Whenever our team or client has issues, we get responses and support teams looking into it that day. Review collected by and hosted on G2.com.

What do you dislike about K1x?

As it's been around for not as long as it's competitor's, K1x is constantly growing, adding more features. We have ran into a few situations where K1x didn't have the compatiability for a specific form. However, the team is great to work with and everytime we point something like this out, they work tirelessly to help integrate these forms into the software! Review collected by and hosted on G2.com.

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

K1x is providing our practice a more streamlined tax preparation software than the other two competitors we have used for a number of years. They are dedicated to constantly working with us and making it better to meet our unique needs as an Exempt Orgs. practice! Review collected by and hosted on G2.com.

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Daniel F.
DF
Senior Tax Accountant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about K1x?

I use C-Trac to file 4 990s every year along with 990-Ts. I do not ever have problems with the program. In 2023 I did not contact support even one time. Previously when we had a problem, it was addressed in less than 1 hour and we were back up and running. I highly recommend K1x and C-Trac. If you are filing 990s, you will not be disappointed with the software, ease of use, and help and guidane from this company. Review collected by and hosted on G2.com.

What do you dislike about K1x?

There really are no downsides to this. I actually look forward to preparing and filing the returns using K1x! Review collected by and hosted on G2.com.

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

Needing a software to file 990s. K1x allows us to electronically file with the returns with the IRS with ease. We also employ an outside CPA firm to review our returns and K1x allows them to log in to view the returns so there is no back and forth with PDFs and getting confused which is the most recent. They have access to real time returns. Review collected by and hosted on G2.com.

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