For tax preparers with partnership-heavy books
K-1 season shouldn't be a typing test.
Send a client's K-1 package: one form or a 400-page fund bundle. Get back a draft Excel workpaper in your firm's own format, plus a one-page checklist of everything that needs a professional's eye. Every number traced to its source page. Nothing silently dropped.
Drop a K-1 and watch it get read live · no email, no account
Try it live
Drop in a real K-1. Watch it get read, live.
No canned demo. This runs your file through the real engine and hands back the structured boxes in about a minute. Nothing is stored.
The tools you have make errors quietly.
Per-page pricing punishes real clients
K-1 data services typically bill $0.50 to $1.50 a page. A single fund-heavy client with a 400-page package runs $200 to $600. Every single year, per client.
OCR reads pages. It doesn't understand forms.
Subset fonts, supplemental statements, K-3 pages that bleed into Box 16: these are the places per-page OCR quietly writes a wrong number. Your reviewer inherits the mess.
Your workpaper conventions live in your head
Generic extraction dumps a flat table. You still re-map every value into your firm's workbook (negative-value conventions, entity columns, basis rows) by hand.
How it works
Package in. Workpaper out. Judgment stays with you.
Send the package
Upload here, drop it in Slack, or email it. One K-1 or the whole bundle: statements, K-3s, filing instructions and all.
The pipeline does the typing
It reads every K-1 and statement in the package, captures every box, and lays the values into your workbook in your firm's own format. Your conventions, not ours.
You review a checklist, not a haystack
The draft .xlsx comes back with a one-page review sheet: what's source-backed, what followed firm policy, and what genuinely needs your judgment, from K-3 credits to basis carry-ins to unmapped statement lines.
See it, don't take our word
A 247-page package, start to draft.
Fictional client, invented numbers. But these are the production stages, including the ones that reject bad values.
- 1Segment247 pages → 3 K-1 packets + 41 statement pages
- 2Extractevery box captured, including 6 hard-to-read pages
- 3Match3 entities resolved to workpaper columns
- 4Fill28 cells written into the firm template
- 5Audit31/31 source values accounted · 0 silently dropped
| Box | Line item | Meridian III | Bluewater | Hartwell II |
|---|---|---|---|---|
| 1 | Ordinary business income (loss) | (12,407) | 61,338 | – |
| 2 | Net rental real estate (loss) | – | – | (8,914) |
| 5 | Interest income | – | 48,902 | – |
| 9a | Net long-term capital gain | 84,210 | – | – |
| 10 | Net section 1231 gain | – | – | 6,041 |
| 11ZZ | Other income: see stmt | (3,118) | – | – |
| 13W | Other deductions | 2,450 | – | – |
| 19A | Distributions: cash | – | – | 25,000 |
Why it holds up
Built inside a working practice, measured against reviewed workpapers.
No silent drops, ever
Every value found in the source is accounted for: written to a cell, matched to a policy, or flagged on the audit tab. If we can't place it, you see it. Silence is the failure mode of every OCR tool; we made it impossible.
Statements, not just boxes
§199A breakdowns, Box 11 “see attached statement” items, filing instructions, PFIC flags: the detail that determines the filing survives into the draft instead of dying in an OCR flat file.
Knows when to hand it back
K-3 foreign credits, prior-year basis carry-ins, preparer judgment calls: the pipeline routes these to your checklist instead of guessing. Drafts are drafts; the professional signs.
It understands the form, not just the page
It reads the pages other tools garble, and every amount is verified to belong to the box it's reported under, killing the cross-column bleed errors per-page tools are famous for.
We don't benchmark against synthetic tests. Every change is measured against real, accountant-reviewed final workpapers from a working tax practice. The pipeline only ships when the tie-out improves.
Per-package cost measured in dollars, not $0.50 to $1.50 a page
The real test
Send us the package your team dreads.
The fund-of-funds client. The one with the K-3s and the twelve statement pages per K-1. We'll run it through the pipeline, a human checks the tie-out, and you get the draft workpaper and review checklist back within one business day.
- No account, no card: the first package is free
- Redact names and SSNs if you like; the boxes are what matter
- Your files produce your draft, nothing else. Deleted on request