K1Finder Demo — Schedule K-1 PDF to Excel in 90 Seconds

See how K1Finder converts Schedule K-1 and 1099 PDFs into professional Excel workpapers and TXF files — no manual data entry, no transcription errors.

Step 1: Upload a K-1 or 1099 PDF

Drag and drop any Schedule K-1 PDF (Form 1065, 1120-S, or 1041) or 1099 form. Batch upload multiple K-1s at once. No size limit, no manual sorting required.

Step 2: AI Extracts 100+ Fields with Confidence Scoring

Gemini AI reads every box: ordinary business income, interest income, dividends, capital gains, Section 199A QBI, W-2 wages, self-employment income, and all coded boxes. Each field gets an AI confidence grade — green means high confidence, red flags a field for review.

Step 3: Download Excel Workpaper or TXF File

Export a 4-tab Excel workpaper with Cover Sheet, Federal Detail (with confidence scores), Capital Account Rollforward, and State Allocations — or download a TXF file for direct import into TurboTax, Drake, or UltraTax. No re-keying required.

Step 4: Client Portal (Pro)

Invite clients to upload their K-1s directly. View full K-1 history per client, searchable by year and entity. Year-round tools include quarterly estimated tax calculator, K-1 deadline tracker, and partnership basis tracker.

Pricing

Free: unlimited K-1 and 1099 extractions, Excel workpapers, CSV. Pro: $99/year adds TXF export and client portal. Tax Season Sale: $79/year January 15 through April 15. 30-day money-back guarantee.