TD2508. Speed Meets Accuracy – How Top Firms Use K1 Aggregator® to Automate K-1 Processing at Scale, presented by K1x

Every tax season, millions of K-1s flood into firms all at once—scanned, nonstandard, and filled with footnotes. Manual data entry and reconciliation waste precious hours and put firms at risk for errors, missed deadlines, and amended returns.

Join K1x for a live tech demo of K1 Aggregator®, the patented solution purpose-built by CPAs for CPAs to automate the ingestion, structuring, and validation of K-1 data in seconds. Learn how top accounting firms, family offices, and institutional LPs are using this breakthrough tool to reduce turnaround time by over 80% and unlock faster, more accurate tax reporting.

In this 20-minute demo, you'll see:
* How K1 Aggregator extracts and structures complex K-1s in seconds
* Real-time validation checks and footnote automation that reduce review cycles
* Multi-entity data aggregation and secure delivery workflows across funds and years
* Seamless integrations with leading tax prep and fund accounting software
K1 Aggregator is already trusted by 136 of the largest accounting firms and was recently recognized by Fast Company as one of 2025’s Most Innovative Companies. Come see why it’s becoming the new gold standard in partnership tax tech.

Ideal for: Tax partners, engagement managers, tech-forward CPAs, and anyone drowning in K-1s.

Learning Objectives:

• How to extract and structure data from complex K-1s in seconds
• How to perform real-time validation checks and footnote automation that reduce review cycles
• How to manage multi-entity data aggregation and secure delivery workflows across funds and years
• How to integrate K-1 data with leading tax prep and fund accounting software