According to a recent LinkedIn post from Carta, the company highlights that it has delivered 48,376 K‑1s so far this tax season, which the post characterizes as a 113% increase over the prior year. The post suggests this volume is supported by a workflow that generates high‑confidence K‑1 estimates from live fund data once books are closed.
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The company’s LinkedIn post further notes that AI agents are used for data extraction and quality checks, with certified public accountants focusing on fund structures, partnership waterfalls, and filing decisions. For investors, this emphasis on combining fund administration expertise with AI‑driven automation may indicate increased operating leverage, stronger competitive positioning in private capital fund services, and deeper integration into clients’ tax and reporting workflows.