NEW YORK: K1x Inc., the fintech company behind the industry-leading Aggregator Plus®, today announced the launch of new W-2 data extraction capabilities. This expansion makes K1x the only provider unifying unstructured and structured K-1, 1099, and W-2 data extraction in a single, patented platform, helping tax professionals eliminate up to 90% of manual entry.

Each busy season, CPA firms, corporate tax teams, family offices, and private wealth advisors spend countless hours collating K-1s, reconciling 1099s across brokerages, and keying in W-2s. Aggregator Plus® addresses this challenge by extracting both structured and unstructured data—including footnotes, attachments, K-3s, and state filings—into clean, review-ready formats.

“With Aggregator Plus, firms no longer need a patchwork of tools or late-night spreadsheet stitching,” said John LaMancuso, CEO at K1x. “By combining K-1, 1099, and W-2 automation with one-click CCH Axcess® integration, we’re helping teams reclaim time for advisory work and client conversations—where high-net-worth practices add the most value.”

Key Features of Aggregator Plus with W-2 Support:

• Comprehensive extraction: K-1 footnotes, K-3s, 199A, UBI, whitepapers, 1099s (e.g. 1099 INT, DIV, OID, B, Consolidated), and W-2 line items.
• Tabular Application Design: Seasonal views across form types for intuitive workflows.
• Instance Summaries & Reporting: Surface K-1 and 1099 income items in summarized reports, accelerating the workpaper creation and data compilation processes. Seeing all the investment income items in one place for high-net-worth individuals can unveil tax insights and opportunities buried within the data.
• Direct CCH Axcess® integration: Push clean data into returns with a single click.

By consolidating compliance into one platform, Aggregator Plus helps advisors to scale high-net-worth relationships without adding headcount, reduce error-prone manual processes, and accelerate compliance cycles.

The launch includes promotional incentives offering unlimited 1099 and W-2 automation free for one year to firms adopting Enhanced or Enterprise bundles by September 30, 2025.

About K1x Inc.

A Fast Company Most Innovative Companies 2025 honoree, K1x is building the intelligent tax infrastructure for private markets. Its patented, AI-powered platform automates extraction, validation, and distribution of tax data from K-1s, K-3s, and 1099s, and streamlines IRS-certified 990 e-filings—delivering compliance and clarity.

K1x connects investors, firms, tax software, and authorities in a seamless workflow—simplifying operations, accelerating filings, and reducing risk. Trusted by more than 40,000 organizations, K1x supports 44 of the 100 largest U.S. institutional investors, 20 of the top 25 accounting firms, 11 leading private foundations, 45 of the largest university endowments, and seven of the nation’s top health systems. To learn more, visit k1x.io.

Fonte: Business Wire