Libris K-1

A software system designed by Crimson Tree Software for accounting/legal/professional and finance & insurance companies.

About Libris K-1

In addition to the services we provide as a custom software developer, we are proud to offer an innovative document management system, Libris K-1. Libris K-1 is a document management solution for businesses that produce large volumes of flow-through tax returns and related documents.

Libris K-1 eliminates the laborious, paper-intensive steps involved in the production, storage, packaging, and distribution of K-1s and other tax documents.

Libris K-1 Features:

  • Automatic extraction and indexing of federal and state K-1s from PDF-formatted partnership and S-corporation tax returns.
  • Rapid upload of extracted documents, parent tax returns, and other items to a robust central storage system.
  • Fast document search on both keyword indexes and full-text indexes.
  • Collation of disparate documents based upon common attributes.
  • Download of documents into collated, self-describing directory structures.
  • Packaging of documents into fully-assembled PDF-format files suitable for printing or electronic distribution.
  • Easy and secure integration with external software applications such as enterprise document management systems and Investor Relations web sites.

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