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.