Webinar: GruntWorx K-1 ADVANCED by GruntWorx

GruntWorx K-1 ADVANCED

About

Built to meet the growing complexity of partnership, trust, and investment reporting, GruntWorx K-1 ADVANCED brings enterprise-grade intelligence to one of the most time-consuming areas of tax preparation. Powered by patented AI technology from K1x, this new Solution is purpose-built for firms that want to move beyond manual spreadsheets, reduce risk, and handle high-volume K-1 and K-3 data with confidence, speed, and accuracy.

GruntWorx K-1 ADVANCED automates the aggregation, extraction, and organization of all Schedule K-1 and K-3 data—down to footnotes, allocations, and multi-state details—using advanced AI and machine learning. The Solution digitizes 100% of K-1 content, processes hundreds of forms in minutes, and eliminates up to 90% of manual data entry. Structured, review-ready outputs can be exported to Excel, CSV, APIs, and other formats, making the data immediately usable for compliance, analysis, and downstream systems. With detailed federal, state, and foreign allocations across all 42 taxing jurisdictions, plus customizable reporting and portfolio-level insights, GruntWorx K-1 ADVANCED transforms K-1 processing from a seasonal bottleneck into a scalable, high-efficiency workflow.

Agenda

Overview of GruntWorx K-1 ADVANCED
Live Demo of the Solution
Q&A with Experts from GruntWorx and K1x

Presenters

Camron Momeni, CPA

VP of Solutions Engineering, K1x

Camron is the leader of the solutions engineering, sales enablement, and firmwide education functions at K1x. He provides technical expertise and consulting to K1x's leadership team, product team, client success team, and sales team to move the 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, Camron's 16+ years of experience in multiple facets of tax and technology make him an expert in solving unique and exceptional challenges using K1x solutions.

K1x

Solution Engineer

I leverage a strong background in tax analysis and preparation, including federal forms (1065s, 1120s), GoSystems updates, and work papers for real estate and private equity clients. With a Bachelor’s in Economics from UC Davis and experience at PwC and Z Modular, I combine tax expertise with solution engineering to create data-driven tools that streamline operations and support clients during busy season.

Brian Unger

Senior Technical Representative, GruntWorx, LLC

Brian is a Senior Technical Representative at GruntWorx, LLC. Prior to joining GruntWorx, Brian spent 16 years in the financial services industry, where he developed a strong foundation in operational efficiency skills that have contributed to his continued success in supporting GruntWorx.
With over eight years of experience helping clients maximize the value of the company’s automation solutions, he plays a key role in educating users, and helping firms seamlessly adopt and integrate GruntWorx solutions into their workflows.

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