Punctuations.ai Book Audit
📄 Sep 15 · Extended deadline · K-1 deluge

5,000 K-1s.
Four weeks. The same
team.

K-1 intake engine built for the tax practice that can't add headcount in August. Every format normalized, every Box 20 footnote read, penalty exposure tracked before it's discovered late.

5K–10K

K-1s a season

4 wks

to absorb the deluge

$340

IRS penalty per late K-1

K-1 Intake Queue · Season 2025 Extended deadline · Sep 15
Inbound this week
PDF K-1s⚠ keyed by hand
Excel K-1s⚠ reformatted
Scanned image K-1s⚠ OCR by hand
Box 20 footnotes
Code ZZ (CAMT)✗ no field mapping
Deadline & penalty
Sep 15 extended deluge✗ lands all at once
§6722 exposure✗ found late, per spreadsheet

With Punctuations: every format normalized, Box 20 ZZ footnotes interpreted, §6722 exposure tracked per engagement.

Trusted by teams at

CDSL Deloitte Smallwood Wealth Connect America Clarion Collective ProfitPro InBuilt Bajaj Finserv Urscore Capacity CDSL Deloitte Smallwood Wealth Connect America Clarion Collective ProfitPro InBuilt Bajaj Finserv Urscore Capacity
The outcome

From four weeks of triage
to a managed queue.

Punctuations.ai reads every K-1 format your team currently re-keys by hand, interprets the Box 20 footnotes your software can't, and tracks penalty exposure per engagement — so August stops being the month nobody takes on a new client.

Without Punctuations 4 weeks of triage · team at ceiling
Wk 1–2
Re-keying PDF / XLS / image K-1s by hand
Wk 2–3
Box 20 ZZ footnotes — no field mapping
Sep 15
Extended deadline — all-hands triage
After
✗ §6722 discovered late
→  Punctuations.ai
With Punctuations Queue managed · same team ✓
Day 1
AI parses all formats (PDF, XLS, IMG)
Day 2
Box 20 ZZ footnotes interpreted
Sep 15
✓ Queue managed · penalties tracked
Team capacity restored · room for new clients
$340
IRS penalty per late K-1
5K–10K
K-1s a season
100%
formats normalized
4 wks
managed, not triaged
Free · No Commitment · Yours to Keep

Get August off
your team's back.

Book the free 2-hour K-1 Intake Audit. Bring one recent season's K-1 volume — leave with a map of every format and a clear hour-recovery number. Yours to keep either way.

Wealth Management · CPA Tax Practices · RIA + Internal Tax · ISO 27001-aligned