What would you like to get off your financial to-do list?
Start with one unfinished financial task. After signup, organize the information you have and choose the review or tool that can help you work on it.
First, create your free account. Then add the records needed for your question. Tax and estate reviews, Ask X1, and the Weekly Brief require membership; creating an account does not start those services.
No document is shared unless you choose to share it.
How do I get started?
Adding a business to your household
In a free account, X1 can identify a document and which part of your household it belongs to. Here is an example.
You do not need a document ready to create your account.
- Add something you already have
- Add a K-1 from one of your businesses.
- Review the details
- For example, X1 identifies the K-1 as belonging to Harbor Works LLC. Check that name and the document details before confirming.
- Build your household picture
- Save the information you confirm to your household picture. It stays with X1 as you add other parts of your financial life.
What X1 can identify depends on the file. You review suggested information before adding it to your household record. Free uploads are kept for 30 days; a new upload replaces the previous file. Information you confirm stays with X1.
X1 helps organize information and follow-through. It does not replace your advisor, CPA, attorney, or other qualified professional.