What would you like to get off your financial to-do list?
Start with one unfinished financial question. After signup, add its source, ask about what it says, and confirm the information you want to keep.
Create your free account, add the sources for your question, and ask from your record. You have 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.
No document is shared unless you choose to share it.
How do I get started?
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 before confirming a fact for your record.
- Build your household picture
- Keep the original in your record. Confirm the information you want to retain, then return to it when your next question comes up.
Your saved record stays available when your allowance runs out. You choose what to share and 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.