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.
Ask any document
Upload any form, statement, or schedule and tell the AI what you need in plain English. It reads the document, returns a structured answer, and shows its work — grounded, with a confidence score.
or click to choose