K-1 Data Entry Software for CPA Firms — Automate Schedule K-1 Processing
K1Finder is purpose-built for CPA firms, EAs, and tax preparers who process Schedule K-1s at volume. Upload K-1 PDFs and get professional Excel workpapers, CSV files, and TXF imports — without entering a single number by hand.
Why CPA Firms Use K1Finder
- Eliminate K-1 data entry — Transcribing K-1s manually takes 10–15 minutes per form. K1Finder does it in under 90 seconds.
- TXF direct import — Generate TXF files that import directly into TurboTax, Drake, UltraTax, and other major tax software. No re-keying.
- Professional Excel workpapers — 4-tab workbooks with Cover Sheet, Federal Detail (AI confidence-scored by field), Capital Account Rollforward, and State Allocations. Binder-ready.
- All K-1 form types — Form 1065 (partnership), Form 1120-S (S corporation), Form 1041 (estate and trust), plus all 1099 variants including consolidated brokerage statements.
Client Portal — Organize K-1s by Client
Invite clients to upload their K-1s directly. Every client gets a secure vault with full K-1 history, searchable by tax year and entity. No more hunting through email attachments for documents.
Year-Round Tax Tools for Practitioners
- K-1 deadline and receipt tracker — know which clients are still waiting on K-1s
- Partnership basis tracker — maintain opening basis records per EIN and tax year
- Quarterly estimated tax calculator — client-side 2024 federal bracket computation
- Tax Intelligence aggregator — cross-reference income across all K-1s and 1099s
What CPAs Are Replacing
K1Finder replaces the manual step in your existing workflow. You still use Drake, UltraTax, or TurboTax — K1Finder just eliminates the data entry that happens before you open the software. It does one thing, does it well, and gets out of the way.
Pricing for Tax Professionals
Free forever for unlimited K-1 and 1099 extractions with Excel workpapers. Pro at $99/year adds TXF direct import, client portal, and year-round tax tools. Less than one billable hour per year. 30-day money-back guarantee.