AI-powered mapping from QuickBooks to Form 1065. Automatic K‑1 allocations. Drake-ready export. Whether you need your return filed or want to automate your firm — we've got you.
The same AI engine powers both paths — whether we file for you or you file yourself.
40+ QBO AccountSubTypes automatically mapped to the correct 1065 line — income, COGS, deductions, Schedule K, balance sheet. Full transparency. Override anything.
Upload a PDF operating agreement and AI extracts partner names, ownership percentages, allocations, preferred returns, carried interest, and special provisions.
Automatic allocation of ordinary income, portfolio income, deductions, and credits to all partners. Handles rounding, pro-rata splits, and documents every calculation.
Generates Drake-compatible Excel files that import directly via Trial Balance Import. Accounts map to the right screens and lines — zero re-keying in Drake.
Every QBO → 1065 mapping is visible and editable. Change any mapping with one click and regenerate instantly. Professional judgment always wins.
Every mapping decision documented. Structured workpapers showing the full QBO-to-1065 audit trail — ready for review, QC, or IRS correspondence.
Our AI preps it. A licensed CPA reviews and files it. You get your K‑1s and move on with your life.
Connect QuickBooks Online with one click, or upload your trial balance and financial statements. We pull everything we need — securely, read-only.
Our AI reads your operating agreement and extracts partner names, ownership percentages, profit/loss allocations, preferred returns, and special provisions. Review and confirm — done.
A licensed CPA from our network reviews every mapping, checks allocations, and ensures compliance. They sign off and e-file your return with the IRS.
Receive individual K-1 PDFs for every partner, plus your filed 1065. Distribute to your partners and you're done — no tax software, no spreadsheets, no stress.
No hourly billing. No surprises. Know your cost upfront.
2–5 partners, straightforward splits
6–20 partners, varied allocations
20+ investors, fund structures
Every return is AI-prepped and CPA-reviewed. If our work results in an IRS penalty, we cover the penalty and re-file at no cost.
The same intelligence engine, in your hands. Connect your client's QuickBooks, review the mappings, export to Drake, and file.
QBO mapping, allocation, and Drake export handled automatically. You spend your time reviewing, not typing.
Every mapping is visible and overridable. No black boxes. Workpaper-ready documentation for every return.
Exports to Drake via Trial Balance Import. No new e-filing system. Plugs into how you already work.
At $49/return, a 20-partner K-1 return that used to take 10 hours pays for itself in the first 15 minutes.
Join our CPA partner network. We send you AI-prepped partnership returns — you review, file, and earn. Plus, use HarvardTax free for your own clients.
We handle client intake and AI prep. You receive returns that are 90% done — review, adjust, sign off.
Earn a professional fee for each return you review and file. Steady deal flow without the marketing overhead.
Partners get full access to HarvardTax for their own client book. Use the engine for all your partnership returns.
HarvardTax was created by professionals with 20+ years of experience and 1,000+ business valuations. We built this because we were tired of the manual grind — and we knew AI could do the prep work while CPAs focus on what actually matters.
Whether you need your return filed or want to automate your firm — we're here.
Or email us: dar@harvardtax.com · (310) 384-0970
No. Connect your QuickBooks and upload your operating agreement. Our AI handles the mapping and a licensed CPA reviews and files everything. You just get your K-1s.
No. HarvardTax sits between QuickBooks and Drake. We automate the mapping and allocation, then export a trial balance file that imports directly into Drake. You still review and e-file in Drake.
Every mapping is visible and overridable. Change any QBO → 1065 line mapping with one click and regenerate. For filing clients, your CPA catches these in review. For platform users, you're in full control.
LLCs, LPs, LLPs, general partnerships, and fund/SPV structures. Pro-rata allocations now, with waterfall, preferred return, and carried interest support coming soon.
Read-only QBO access via OAuth2. Data encrypted in transit and at rest. SSNs used only for K-1 generation and not stored permanently.
Drake is our first integration — the most popular tax software among small and mid-size firms. Lacerte and CCH support are on the roadmap.