Every 1065, simple to complex.
From a two-partner LLC to a five-tier fund, on one platform.
AI-native partnership tax, built by practitioners, for practitioners.
From client documents to K-1s, for a single partnership or a five-tier fund. Drop the files in, and Cade prepares the first draft for your team to review.
The Platform
An agent that does the work.
Cade reads the client files and the partnership agreement, prepares the allocations, and regenerates K-1s at your direction. Ask Cade how to do something and it shows you, inside the app, on the engagement in front of you.
Change one number. Every tier follows.
Tax attributes move through the whole structure as data, and every K-1 above regenerates in seconds.
Take on the fund work.
Complex structures that used to require custom internal tooling, handled from day one.
Model the deal before it closes.
Run hypothetical liquidations and waterfall scenarios on the same data and the same calculations as the return.
Math a reviewer can trace.
Tax calculations—allocations, capital accounts, tiering—run on deterministic code, not AI.
Day one
Focus on partnership tax, not software implementation.
Your team signs in, hands Cade the client’s PBC documents, and starts working the engagement. Cade organizes the files, drafts the work, and shows the app to each preparer as they go, so new hires and acquired teams are productive the day they get access.
Read the full FAQHow long does it take to get up and running?
There is no implementation project. Your team signs in, hands Cade the client’s PBC documents in any format, and starts working the engagement. Most of what a preparer needs to know, Cade shows them as they go, and we stay alongside your team through the first engagements.
What does training look like?
Cascade is built so a preparer can ask Cade how to do something and get it done on the engagement in front of them, so most of the learning happens on real work rather than in a classroom. Beyond that, training is as much or as little as your team wants: we run onboarding sessions and we’re on call through busy season.
How do we get our teams to adopt it?
Our goal is for Cascade to be a tool practitioners want to use rather than one they feel forced to use. As practitioners, we know the goal is always the fastest way to get the work done accurately and with confidence. When a tool delivers that, people use it. Cade does the setup, the mapping, and the first draft, and review happens in the app with every number traceable to its source.
What is Cade, actually?
Cade is an AI agent that works inside Cascade as the preparer on the engagement, and it teaches your team how to use the app as they go. It reads client documents and partnership agreements, maps trial balances, sets up allocations, works through review notes, and produces K-1s, using the same screens and the same calculation engine your team uses. It also answers questions: ask how an allocation was derived, where a number came from, or where to do something in the app, and Cade explains or takes you there. You manage the engagement; Cade does the preparation.
Your systems
Built for the systems your clients and your firm already run.
- Yardi
- Juniper Square
- QuickBooks
- NetSuite
- Sage Intacct
- CCH Axcess Tax
- GoSystem Tax RS
- CCH ProSystem fx Tax
Meet Cade, then walk through the platform step by step.
See the product tourReady to see Cascade?
For accounting firms, and for the tax teams at funds and family offices, doing partnership tax work of any complexity: real estate, private equity, venture capital, and more.