See how your ownership fits together.
Keep the information about your businesses, trusts, and properties together, including the documents behind them.
You can add information as you go. No documents needed to sign up.
No document is shared unless you choose to share it.
How do I get started?
Adding an LLC 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 the LLC's operating agreement.
- Review the details
- Check the LLC name X1 identifies in the agreement.
- 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.