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Kaseload Enterprise

An AI factory for K-1s & K-3s.

Enterprise AI transformation for tax compliance and audit. Turn partnership documents into K-1s and K-3s with purpose-built agents, human review, and a fully auditable trail.

Discuss your workflow

From source to sign-off

  1. Read & structure

    Bring together partnership agreements, partner rosters, and income data.

  2. Validate & allocate

    Check inputs, apply allocation rules, and flag exceptions for review.

  3. Generate & deliver

    Produce K-1 and K-3 packages, with tie-outs and exports for your tax workflow.

Source documents, agent work, and reviewer decisions stay connected.

Built around your firm.

For CPA firms and fund administrators ready to move from AI experiments to production.

Discuss your workflow

Hands-on transformation

We map your process, implement the agents, and help your team put them to work.

Reviewable at every stage

Inspect the work, question the agent, and approve the result. Keep a trace of who did what, when, and why.

Deployment that fits your controls

Plan a deployment in your cloud or an agreed hosted environment, aligned with your data requirements.