What we've shipped for households and the professionals who serve them, newest first. Want help with any of it? Tell us which one and we'll set it up with you.
X1 got much better at reading what families already keep, and at turning it into something you can act on.
For households
Connect a Box, Dropbox, or Google Drive folder from your Vault. X1 reads the policies, returns, statements, and trusts inside and keeps checking for new ones, so your record stays current without uploading anything twice.
Open your VaultX1 now recognizes umbrella and business insurance, donation receipts, pay stubs, medical bills, and financial plans. Umbrella policies now count in the coverage you see under Insurance.
See your coverageX1 finds homes in your homeowners policies, mortgage statements, and tax bills, asks you once to confirm each one, and lets you undo anything. A confirmed home's market estimate counts toward your net worth.
See your homesFindings from an estate plan review become open decisions for your household. When one needs your attorney, you approve what goes to them, and X1 keeps a record of what was actually delivered.
Review your estate planEach document in your Vault now says plainly whether it needs anything from you. Older Word .doc files are read like everything else.
Open your VaultBrowse a library of questions for Ask X1, edit one to fit your situation, and send it.
Browse questionsConnect X1 to Claude or ChatGPT and ask about your own record, documents, and entities from there. Anything that would change your record still waits for your confirmation.
Connect ClaudeFor professionals
Prepare a packet for another professional. It goes out only after the household approves it, and the household sees exactly what is shared.
Open your workspaceOn a client's record, select the documents you care about and ask X1 about just those.
Open your workspaceAn estate plan review now checks the plan against the household's confirmed entities, policies, and beneficiaries.
Open estate review