990 Tracker®

Automate and streamline complex 990 exempt reporting and filing for tax professionals.

by K1x · Tax Compliance

Executive Summary

990 Tracker® (formerly C-TRAC) is an AI-powered platform designed to simplify and streamline complex tax-exempt reporting and 990 filing requirements for tax professionals and nonprofit organizations. It offers an integrated, all-in-one solution covering all federal and state forms commonly required for tax-exempt filing. The platform automates data collection, entry, and e-filing processes, significantly reducing manual effort and staff time. Key features include a new State Module Data Entry interface for faster processing of state-specific requirements and IRS-approved e-filing capabilities. By leveraging AI, 990 Tracker aims to digitize, distribute, and decode private market tax data, ensuring accuracy and efficiency in compliance. It integrates with leading tax software to eliminate duplicate data entry and enhance the overall workflow for tax professionals.

Use Cases

  • Streamlining federal 990 tax-exempt filing.
  • Automating state-specific 990 reporting requirements.
  • Simplifying data collection and entry for nonprofit tax forms.
  • E-filing 990 forms directly with the IRS.
  • Integrating with existing tax software to eliminate duplicate data entry.

Features

Visibility

  • Integrated All-in-One Platform: Manages federal and state 990 filing and reporting in a single, unified environment.
  • State Module Data Entry: Offers a faster and more efficient interface for completing all 42 state taxing requirements for 990s.

Intelligence

  • AI-Powered Data Automation: Automates the extraction, validation, and distribution of tax data from 990s, reducing manual processing.
  • Digitization of Tax Data: Digitizes private market tax data to streamline processing and reduce manual effort for tax-exempt filings.

Technical Specifications

Architecture
Patented, AI-powered SaaS platform
Deployment
SaaS
API Available
Yes

Integrations

  • CCH Axcess
  • ProSystem fx
  • ONESOURCE
  • UltraTax

Pricing

Model
Contact sales
Starting Price
Contact sales
Target Customer
SMB,Mid-Market,Enterprise
Free Trial
No

About K1x

K1x is a SaaS financial technology company providing AI automation software for tax compliance. It offers an all-digital K-1 experience and is a leading data distribution platform for alternative investment tax compliance, serving capital markets.

Founded: 2022 · Headquarters: Morristown, NJ, USA · Employees: 51-200 · Private