Software as a Solution (SaaS) by Exchange Manager Pro℠

Exchange Manager Pro℠ is a 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 technology solution to drive your business forward with efficient workflows and secure online processing supported by industry leading professionals. Accruit offers Software as a Service (SaaS) plan to help Qualified Intermediaries (QIs) quickly, safely, securely process exchanges.

Software as a Service (SaaS) allows (QI) to license Exchange Manager Pro℠ and leverage it to power their exchange operations. Exchange Manager Pro℠ can multiply QI business efficiencies, improve the customer experience through a consistent digital workflow, customized embed controls and maintain security throughout transactions. 

SaaS Plan Offers Unique Solutions to:

  • Grow your business without increasing staffing
  • Eliminate use of contact sticky notes as deadline reminders
  • Turnaround exchanges quickly
  • Drive confidence in storage
  • Supports maintenance of exchange information

Related blog posts about Exchange Manager Pro℠ SaaS: How to Pull Off a Last-Minute 1031 Exchange (accruit.com)Accruit Launches SaaS Offering of Exchange Manager Pro℠ SoftwareLeveraging Technology in 1031 Exchange - 1031 Exchange Software | Accruit


(“Exchangor” or “Taxpayer”) Person intending to conduct a 1031 tax deferred exchange, who transfers a relinquished property and thereafter receives a replacement property. Exchanger Dashboard

Clients and advisors have immediate access to exchange details documents, balances pending sales, purchases and notifications

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Exchange Manager Pro℠ Exchanger Dashboard

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 s View

Quickly view basic exchange information for current accounts and archived exchanges

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Exchange Manager Pro℠ Exchanges View

Individual Exchange Home

Details specific to an individual exchange – sales, identified properties, current purchases

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Exchange Manager Pro℠ Individual Exchange Home Screen

Access to Exchange Documents

Simple and secure online depository for all documents related to the exchange

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Exchange Manager Pro℠ Access to Exchange Documents

Automatic Notifications

System generated notifications for clients and their advisors

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Exchange Manager Pro℠ Automatic Notifications

Final Report

System generated final report with all details related to an exchange

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Exchange Manager Pro℠ Final Report

Reporting

Access current and historical data related to exchanges

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Exchange Manager Pro℠ Reporting

What's the difference between SaaS and Other Exchange Manager Pro℠ Plans? 

  • Drive Workflow Efficiencies
  • Customized QI Experience
  • Supports Unlimited # of Exchanges
  • Paperless Process - i.e. Online Signatures
  • Automated Client Communications
  • Secure Dedicated Database
  • Retain and Manage QI Entity
  • Client Employee Process Exchanges
  • Create Users and Assign Roles
  • Ability to Submit Support Requests
  • Ability to Add Features
  • Cloud Based Onboarding

Click link below to view/download SaaS flyer!

Software as a Service (SaaS) Plan


 

Get started with Accruit Exchange Manager Pro℠

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