What would you like to get off your financial to-do list?
Your businesses, properties, family plans, and professionals are all part of the same financial life. Give them a place together, and begin with what needs your attention.
No document is shared unless you choose to share it.
What’s included in a free account?
A free account includes document storage and up to 20 Ask X1 requests every 30 days; follow-ups and approvals use the same allowance. Membership adds automatic document organization, continuing specialist reviews, live bank connections, and more capacity.
See a document example
Adding a business to your household
Add documents within your free record's storage and renewing processing allowance; X1 keeps the originals and prepares supported files for search. Start with a source and a question you already have.
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
- Ask X1: Which business issued this K-1, and for what tax year? Check the cited passage and keep the answer for your next question.
- Build your household picture
- Keep the original and the answers you want to return to when your next question comes up.
Your saved record stays available when your allowance runs out. You can download your saved originals and export your supported record. Automatic document organization and specialist work require membership. Free first reviews, when offered, have their own terms.
X1 helps organize information and follow-through. It does not replace your advisor, CPA, attorney, or other qualified professional.