Monday

Morning

Send document requests to 20 clients with one click.

No more individual emails. No more templates. Just select, send, done.

Tuesday

All Day

Watch as clients upload K-1s directly to your secure portal.

No email. No attachments. No hassle. Just a secure, organized document flow.

Wednesday

Afternoon

AI extracts all data with visual proof for every field.

What took hours now takes seconds. Every number verified, every field traced to its source.

Thursday

Morning

Export CPA-ready packages for each client.

Everything organized. Everything verified. Ready for filing.

Friday

Lunch

You're done. They're still on client #3.

Enjoy your weekend. You've earned it.

What You Get

Everything you need for modern document management

Document Requests

Send secure requests to multiple clients at once. Track who's uploaded and who hasn't.

Client Portal

Clients upload directly to your secure workspace. No more email attachments.

AI Extraction

Extract data from K-1s, 1099s, capital calls with visual proof for every field.

CPA-Ready Export

Generate organized packages with all extracted data and source documents.

Bank-Grade Security

AES-256 encryption. Complete audit trails. Zero-knowledge architecture.

Your clients' documents are encrypted at rest and in transit. We can't see them. Only you and your authorized clients have access.

Currently accepting advisors for early access.

Built by people who understand tax season pressure.

Request Early Access

No credit card required. Free during preview period.

X1 Wealth Advisor Platform