Simple, Honest Pricing — Free K-1 Extraction, $99/Year for Pro
Get five lifetime free K-1 extractions per account with full Excel and CSV workpapers, no card. Pro remains $99/year for individual investors. Firms buy prepaid credits: 100/$149 ($1.49 each), 300/$349 ($1.16 each), or 1,000/$899 ($0.90 each). Less than one billable hour to get started; top up anytime.
One credit per successful K-1 extraction. Failed extractions and re-downloads do not use credits. Oldest credits are used first. Each purchase expires at the end of the first October 31 (UTC) at least six months after purchase.
Free Plan — Five Lifetime K-1 Extractions
- Five K-1 extractions per account, lifetime
- All form types: Form 1065, 1120-S, 1041, and all 1099 variants
- Excel workpaper with AI confidence scoring (color-coded by field)
- CSV export
- AI plain-English interpretation of key figures
- Tax Intelligence income aggregator across all uploads
- No credit card required
Price: $0 — five lifetime K-1 extractions, no card
Pro Plan — $99/Year
- Everything in Free, plus:
- TXF v042 export — transfers supported K-1 income fields to compatible desktop tax software; review guides manual completion of remaining details
- Client portal — invite clients to upload K-1s, view full history by client
- Quarterly estimated tax calculator
- K-1 deadline and receipt tracker
- Partnership basis tracker
- Priority support
- 30-day money-back guarantee
Price: $99/year. Less than one billable hour.