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 generic TXF v042 exports. Review guides the manual completion still required for some K-1 details.
Why CPA Firms Use K1Finder
- Streamline K-1 preparation — Extract K-1 data into reviewable workpapers rather than starting from a blank return.
- TXF v042 export — Transfer supported K-1 income fields to compatible desktop tax software, then complete remaining details through review.
- Professional Excel workpapers — Complete extracted detail, including federal detail, capital accounts, state allocations, and Section 199A context. 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 supports your existing workflow with extracted data, reviewable Excel and CSV detail, and generic TXF v042 for supported K-1 income fields. You complete remaining K-1 details manually in your tax software.
Pricing for Tax Professionals
Free forever for unlimited K-1 and 1099 extractions with Excel workpapers. Pro at $99/year adds generic TXF v042 export for supported K-1 income fields, client portal, and year-round tax tools. 30-day money-back guarantee.