K-1 Distribution Organizer
Sorts inbound K-1s to the right partner returns. Replaces TaxDome $130/seat workflow.
The problem
Solo CPAs handling pass-through clients drown in March-April K-1 chaos: 40-200 K-1s per multi-entity client, all arriving by email/portal at random, each needing to be matched to the right 1040 or 1120-S. TaxDome's $130/seat workflow module still requires manual tagging.
What changes
K-1 PDF lands in inbox → agent extracts EIN, partner SSN, box amounts, matches to the correct client return, drops into the right TaxDome/Karbon folder, and updates the missing-K1 tracker so the preparer knows what's still outstanding.
A day in the life
What this agent actually does.
- 1
9:30am: 14 K-1s arrive overnight → agent sorts 13 into client folders, flags 1 with mismatched EIN
- 2
Mar 25: agent posts the 'still waiting on K-1' list per client with last-known issuer contacts
- 3
Apr 10: extension recommendation flagged for any 1040 with > 2 missing K-1s
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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