Managed Service 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 Managed Services offering facilitates our white-label processing, embedded 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) functionality and administration, reporting, tracking and funds management for 1031 like-kind exchanges. Managed Service clients receive a custom branded QI and branded documents that all flow through Exchange Manager Pro℠, a proprietary, online, secured application. Clients can then take time to focus on growing their clients and business with an extended brand offering.

Managed Service Plan Offers Unique Solutions to:

  •  No more turning away business or referring to competitors
  • Provide a better customer experience
  • Drive a new revenue source

Get started with Accruit Exchange Manager Pro℠


hat's the difference between Managed Service and Other Exchange Manager Pro℠ Plans? 

Click the link below to view/download the Managed Service flyer!

Managed Service Plan


Custom Sales and Purchases Reports

EMP My Admin Tabs and (“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

Accruit

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