About
Extracting K-1 data is only the beginning. As partnership tax reporting becomes increasingly complex, firms need a scalable way to transform fragmented K-1 and K-3 data into structured, actionable information that supports compliance, reporting, and decision-making.

Join GruntWorx and K1x for a live demonstration of how firms are modernizing K-1 workflows with AI-powered automation. You'll see how GruntWorx K-1 ADVANCED, powered by K1x's patented AI technology, automates the extraction, aggregation, and organization of K-1 data—including footnotes, allocations, and multi-state reporting details—while dramatically reducing manual effort and improving efficiency.
Agenda
  • Why K-1 complexity continues to challenge tax and accounting firms
  • How AI automates the extraction and aggregation of K-1 and K-3 data
  • Best practices for reducing manual work and improving accuracy
  • Live demonstration of GruntWorx K-1 ADVANCED powered by K1x
  • Real-world outcomes: accelerating workflows, scaling operations, and improving visibility into K-1 data
Presenters
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Camron Momeni, CPA
SVP Client Experience, K1x
Camron serves as Senior Vice President of Client Experience at K1x, where he leads the client experience organization, including solutions engineering, sales enablement, and firmwide education. He provides technical expertise and consulting to K1x's leadership team, product team, client success team, and sales team to move products, clients, and deals to success using his unique technical knowledge and problem-solving skills. Formerly a not-for-profit tax accountant turned product manager turned technical sales leader, Camron's 16+ years of experience across tax and technology make him an expert at solving complex challenges with K1x solutions.
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Holly McKinney
Customer Support & Success Manager, GruntWorx
Holly is an accomplished professional with over a decade of experience at GruntWorx, where she has consistently delivered exceptional results in customer support, sales, and success management. As the Customer Success Manager, Holly leads initiatives to enhance client relationships, streamline workflows, and deliver tailored solutions that drive customer satisfaction and retention. She excels in fostering strong client partnerships and optimizing customer success strategies to meet evolving business needs.
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