Your CPA, your attorney and your advisor each see one piece of it. X1 keeps the whole record, reads the documents, and tells you which of them needs to hear about what, before the deadline instead of after.
Keep the document and the next step together.
3 of 5 documents filed under an entity.
Meet the Averys, an example household. X1 identifies Harbor Works in their K-1, and they confirm where it belongs. The document and their question for the CPA stay together.
Bring your businesses, properties, family plans, and the people helping you into one connected picture.
Businesses · 1
Trusts · 1
Properties · 1
The household record, built from the Averys’ documents. The policy is flagged because no one has confirmed it yet.
See what X1 read from a fictional distribution policy. Compare the source, saved output, and actual app screen.
Inspect a saved document exampleFree to start. Membership is the office that keeps going after the first question. See plans and pricing
An invitation to family offices
We’re looking for family offices to help shape what X1 does next. Bring one recurring piece of work in your office. Let’s see what we can build together.
We’ll look at what X1 can support today and what we could build around the way your office works.
Talk with Mat about a design partnershipMat Silverstein Founder, X1
A place to begin
Two documents that tell different stories.
A question waiting on an outside professional.
A decision your team shouldn’t have to reconstruct.
Start with the work. Shape the software around it.
Take one household, call them the Averys. This is their kitchen table on a Sunday night. Eight things on it are jobs a family office pays someone to do. Find them.
Nobody at this table has a title. Every job on it gets done anyway, by whoever notices first.
Illustration · X1Same eight jobs, your life this time.
Before the chart, a guess. Every business, rental and trust adds its own paperwork.
Of every 100 U.S. tax returns with income over $1 million, how many report income from a partnership?
The Averys own or owe nine things and work with four professionals. Pick a desk to see what’s on it, and what happens because of what isn’t.
Nobody is doing anything wrong. Each of them is working from the piece they were handed.
All nine, and how they connect.
This is the household’s own structure in X1, drawn from the documents. The trust owns the rental. Morgan and Avery Design Co own Harbor Works. The policy the trust counts on is still waiting to be confirmed, and it stays dashed until it is.
Drawn from the operating agreement and the grant deed. The policy edge is a suggestion until someone confirms it.
This is the work X1 does. Pick the part of the Averys’ life to follow.
Morgan Avery owns 40% of Harbor Works LLC. The 2025 K-1 arrives in March. Here it is next to the agreement it should follow.
§ 5.2 Allocations. Net profits and losses for each fiscal year shall be allocated among the Members in proportion to their Percentage Interests.
The K-1 gives Morgan 50% of the profit. The agreement allocates profit by percentage interest: 40%.
A partnership that files on time sends its K-1 in March. One that extends can send it as late as September 15, the same day as the Q3 estimate. X1 keeps the question open until Sam answers, so the estimate isn’t built on the wrong number.
This thread is just getting started. Send your first message below.
What the professional receives, and what comes back. They answer by email. No login, no portal.
2026, with the real IRS dates. Drag through it, then decide whether Harbor Works files on time.
On time, the K-1 lands a month before April 15, which is tight but workable. Now flip the switch above: what if Harbor Works files an extension?
A partnership that extends can send its K-1 as late as September 15, five months after the April 15 date on everyone’s fridge. The deadlines stack up that way whether anyone slipped or not.
IRS due dates for 2025 returns and 2026 estimates, moved to the next business day where they fall on a weekend. Fictional household.Pick the year someone new arrives and see what they’d have to ask.
Every year adds a drawer. The reasons go in with the documents.
Illustration · X1A new advisor should have a better place to start. A change of software shouldn’t mean starting your financial life over.
Read our manifestoNothing moves. Connect the accounts and records you choose, and add more as you go.
Bank, brokerage and loan accounts
QuickBooks
Google Drive
Dropbox
Box
SlackA chat can read your trust once. X1 is the record it reads it against.
With assistant access on your X1 account, you can use your saved record in Claude, Claude Code, ChatGPT, Codex or Muse. Your assistant’s own plan and settings apply.
Start free inside X1 to save documents and ask questions from your record. Connecting an assistant requires assistant access on your X1 account.
See assistant setup and requirementsStart free in X1See everything X1 connects toYou approve what’s shared and with whom. X1 prepares the question; your professionals keep their judgment.
How X1 protects your information“I've built Multiplier Family Office on X1 Wealth. It's what I wished existed when I started advising families twenty years ago.”
Garrett Gunderson
Author of Killing Sacred Cows. Paying X1 customer.
Keep the people, decisions, and responsibilities in your financial life connected. Create a free account and begin with what needs your attention.
Nothing goes to a professional until you say so. They keep their judgment; X1 only prepares the question. And the record stays yours as the people around it change.
