Industry Leading Security Standards

Exchange Manager Pro Successfully Achieves SOC 2 Type II Compliance

Accruit Technologies is proud to announce that is has successfully completed a System and Organization (SOC) 2 Type II audit, achieving compliance with the industry leading standards for customer data security.
Exchange Manager Pro SOC 2 Type 1 Audit and Compliance

Exchange Manager Pro ℠

The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Manager Pro SM  1031 exchange software revolutionizes the way in which the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange  process is executed. Not all 1031 exchanges are the same and neither are the businesses providing exchange services, which is why we provide multiple offerings to leverage the value of Exchange. Manager Pro SM .

Benefits of The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Manager Pro SM

Whether you are just getting started offering exchange services or are a seasoned Qualified Intermediary (QI), The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Manager Pro SM  provides 1031 workflow automation and standardize the 1031 exchange process across your organization.

1031 Exchange Service Offerings

Managed Service


Designed for 1031 advisory businesses such as Title/ An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow , Banks, CPAs, Attorneys, DST providers, Commercial and Residential Brokerages, etc. 

Managed Service allows you to partner with our team of experts to act as your back-office Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary (QI), allowing your business to provide 1031 exchanges to your existing clientele without jeopardizing your advisory status.

Managed Service Benefits

  • No more turning away business or referring exchanges to competitors
  • Increase profits through a shared revenue model
  • Seamless transfer of information to process an exchange 

Exchange Manager Pro patented workflow for 1031 exchange processing