K-1 Season is Brutal. K1Finder Handles It.

Stop manually transcribing Schedule K-1s for every client. K1Finder uses AI to extract 100+ fields from K-1 PDFs and exports professional Excel workpapers, CSV, and TXF files in seconds, not hours.

Built for CPA Firms and Tax Professionals

Save 10+ Hours Per Client - Eliminate manual K-1 data entry entirely
500+ K-1s Per Month - Handle high-volume firm workflows at scale
Professional Excel Workpapers - 4-tab workbooks ready for your binder
Client Management Dashboard - Manage all clients in one place
Google Drive & Outlook Scanning - Auto-detect K-1s as they arrive

How It Works

Upload or Connect - Drop PDFs or link Google Drive and Outlook
AI Extraction - Gemini AI parses 100+ fields per K-1
Review and Correct - Inline editing with flagged fields highlighted
Export Workpapers - Excel, CSV, or TXF — client-ready instantly

Supported K-1 Form Types

Schedule K-1 (Form 1065) - Partnership Income
Schedule K-1 (Form 1120-S) - S Corporation Income
Schedule K-1 (Form 1041) - Estate and Trust Income

Key Features for CPA Firms

Section 199A / QBI extraction with dedicated workpaper columns
Capital account rollforward tab in every Excel export
State allocation and supplemental statement extraction
Audit-ready access logs and encrypted document storage
Individual investor plans also available