STREAMLINE 990s
Industry-standard software for streamlined 990 workflows
Including data collection, analysis, exempt reporting, integration, and e-filing.
“There is no other tech out there like 990 Tracker™ (formerly C-TRAC) ”
– Accounting firm client
990 Automation
990 Tracker™ is perfect for tax exempt organizations including higher education institutions, private foundations, healthcare systems, pension trusts, and other not-for-profits that process 990s and K-1s in volume.
IRS approved e-filing for 990, 990-PF, 990-EZ, 990-T, 4720, and 8868 + support for all 42 state taxing jurisdictions
Master Compensations Module with reporting across multiple entities
Conflict of Interest modules to manage board questionnaires
990 Tracker™ Features & Benefits
IRS approved tax preparation solution including federal & state e-filing options
Easy-to-use platform for all federal & state filing requirements
One-click integration with K1 Aggregator
Covers all federal & state forms commonly required to complete tax-exempt filing
State Module to complete all 42 state taxing jurisdictions forms & extensions
K-1 Aggregator module & integration with Federal and State forms
Master Compensation Module for organizations with compensation reporting across multiple entities
Conflict of Interest module to manage board questionnaires
Federal Forms Module to complete all federal exempt filings
90%
reduction in manual data handling
311%
ROI: independent analysis by genius drive
For a composite org with 500 forms & 20 Entities
$80K form preparation productivity
$39k reduction in technical dept/homegrown systems
$119K annual benefits
Eliminating data outsourcing needs & cost
Accounting staff engagement, retention & elevation
2 weeks to onboard
Investor community experience with timely reports & clear after-tax ROI
~100%
Accuracy, control & transparency
66%
Cycle time
reduction
990 Tracker™ Videos
“990 Tracker™ (formerly C-TRAC) has proven to be one of the smartest purchases our department has made. It has allowed us to gain efficiencies, reduce cost, and truly automate the compilation of the 990 & 990-T. We now have a single, comprehensive tool to manage information flowing into the returns and to prepare and file all necessary forms and schedules.”
Before we had K1x, we relied on huge spreadsheets to prepare our tax-exempt returns. We needed to find a way to make tax prep more efficient on our exempt side. Now it’s easy to set up new entities, gather and store information, prepare returns, and manage the entire tax-exempt return preparation process. Everybody on our team enjoys the K1x solution. I don’t know how people track all their investments without K1x. It’s made our whole process so much more efficient and it’s great that K1x has exempt experts on staff.
HEALTHCARE
If you are a sophisticated exempt like a hospital or university, K1x is the best tool. I can see my changes right away in my PDFs. We spend more time doing data analysis instead of data entry. This definitely saves weeks of time every month.
HEALTHCARE
990 Tracker™ (formerly C-TRAC) is very user friendly, easily navigable. Support is great. We get quick answers. This is a solid solution for nonprofit. The team is great. Rollover to the new tax year is quick, often within the day. All we do is hit refresh on our browser and the new tax year information can be entered. It’s not just pretty good. It’s better than pretty good.