Turn a stack of K-1s into reviewed, filed-ready data — in seconds.
Your team keys Schedule K-1 boxes from CCH into AccessTax by hand — minutes per box, hours per return. This reads Federal & California K-1s in seconds, extracts every value with a confidence score, and keeps a tax professional in control of every number.
What this saves your firm
Pick a practice group or enter your own numbers — it updates live.
How it works
Human-in-the-loop, fully auditableIngest
Upload a K-1 package or pick a sample. Federal & California, 1065 / 1120-S / 1041.
AI reads it
Our AI reads every box, statement, and Box 20 code — grounded in tax rules.
You review
Split-screen PDF and editable fields with confidence scores and anomaly flags.
Approve & audit
Export a clean payload. Every action is timestamped for a complete audit trail.
Map an adjusted trial balance to Schedule E — in one review pass.
AI does the first pass against up to three years of this client's own history, auto-maps the routine accounts, and isolates only the exceptions a senior would want to see. You stay in control of every number.