K1Manager
Dynamic Automation's innovative solution to automating K-1 extraction, tracking and review for fund-of-funds tax compliance.
See the full workflow
Integration at the core
Your Tracker, Workpaper, and K-1 population all in one place. Track receipt status, progress, and footnote indicators — with extracted data from the K-1 synced automatically.
- Dashboard KPIs — received vs expected, workflow progress, footnote indicators
- Track progress per investment — prepared, reviewed, approved, pushed
- Automatic footnote detection: 199A, QSBS, ECI, Passive, PFIC and more
Built around your template
Export completed workpapers directly into your firm's template. The Output engine preserves all formatting, formulas, and structure — just open and review.
- Writes to your existing template — no reformatting needed
- Preserves conditional formatting, merged cells, and formulas
- One-click export for the entire fund, including footnote aggregation
Why deterministic parsing?
Most K-1 extraction tools use machine learning — returning confidence scores and requiring manual review. K1Manager uses coordinate-based, deterministic parsing that reads exact values from known positions.
- Zero marginal cost per standard format — no retraining needed
- No confidence thresholds — values are exact or not extracted
- No training data required — works on day one for supported formats
- Complementary to ML tools — deterministic for standard K-1s, ML for unusual formats
ML-Based Extraction
- Confidence scores require review
- Training data needed per format
- Accuracy degrades on new layouts
- Ongoing model maintenance
K1Manager (Deterministic)
- Exact values, no confidence scores
- Works on day one
- 99%+ accuracy on supported formats
- Zero marginal cost per K-1
Say goodbye to manually keying in K-1 data
Schedule a demo today! You can also reach us at contact@k1manager.com
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