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Taxes

Bloomberg Tax Partners with Specialized Tax and Expense Solutions

Bloomberg Tax's new partner program includes K1x for investment data, Incentify for tax credits and incentives, and Antium, which optimizes expense management.

Bloomberg Tax & Accounting has launched a strategic partner program with several tax software providers focused on automating common tax processes. This collaboration extends the value of Bloomberg Tax’s suite of solutions and provides customers with a more robust set of tools to address critical tax workflow challenges.

The new strategic referral network includes:

  • K1x: An AI-powered platform that streamlines alternative investment data — K-1s, K-3s, and 990s — for investors and advisors.
  • Incentify: A transformative tax credits and incentives platform that leverages proprietary data and AI to streamline discovery, management, and monetization, maximizing the business value of these key tax opportunities.
  • Antium: An automated solution that optimizes meals and entertainment expense deductions, including supporting audit documentation.

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These strategic partner solutions complement Bloomberg Tax’s existing suite of products, including the newly released Bloomberg Tax Workpapers. Customers will benefit from access to an expanded set of solutions that address additional types of tax domains and processes.

“Bloomberg Tax’s suite of solutions is helping our customers streamline their work, and the addition of these select tax solutions to our strategic referral network will generate even greater value for them,” said Lisa Fitzpatrick, president of Bloomberg Tax & Accounting. “This collaboration represents our ongoing commitment to innovation and providing comprehensive, integrated solutions that simplify complex processes and ensure calculation accuracy for critical tax deliverables.”

For more information about Bloomberg Tax & Accounting and its strategic referral network, please visit https://aboutbtax.com/bf88.