C-TRAC

An IRS-approved e-file solution designed to handle all aspects of tax exempt compliance.

“We use C-TRAC, which is fantastic. It was nothing like other high-end tax preparation products. Very user friendly while enabling multiple users/preparers access to the return simultaneously.”

Why clients love C-TRAC

Geralyn Hurd Tax Technology Partner +1 312 899 8419

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Unmatched transparency & flexibility Centralized location for all compliance needs Unique & value-added project management tools Permissions management available by 990 section for robust access controls

“I have seen the software of 3 other tax firms and C-TRAC is a superior product.”

“C-TRAC continues to impress me with how it implements and brings together so many different factors in the tax and compliance cycle.”

“We spent 50% of the time on tax compliance this year as we did in the past because we used C-TRAC.”

Benefits:

Eases remote work Eliminates traditional PBC request; reduces staff preparation hours by 20-25% Facilitates flexible client arrangements Streamlines 990-T silo-ing through grid reporting Expedites data gathering with side-by-side access to prior year responses Leverages a 12-year history and commitment to the compliance needs of tax exempts Integrates workflow between K-1 aggregation, 990-T reporting and state compliance

Investment Module

Modules:

Danielle Tewes C-TRAC Solution Leader +1 646 965 5764

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* K-1 Analyzer is a registered trademark of Thomson Reuters. Thomson Reuters and Crowe entered into a strategic collaboration in 2019 to help tax professionals address the manual work related to K-1 forms.

Forms 990, 990-EZ, 990-PF, 4720

Form 990-T

Master Compensation

Conflicts of Interest

State Module

“In other software you have to know where that magical checkbox is to make something populate. In C-TRAC, it just makes sense.”

“I believe that the software is unique in that it helps manage the flow of information in our organization and helps us to prepare our exempt organization returns in the most efficient way possible.”

Why we love C-TRAC

Built & backed by tax-exempt specialists, 100% focus on 990-series Reduction of multiple "locators" for 1 account Increased efficiencies in preparation elevates all staff to higher value-add activities Integrated tooling to streamline preparation Robust project management tools, allows for wholistic view of engagement Easy-to-use & comprehensive e-file functionality

FPO

We are offering a pilot program for the 2020 tax year starting August 1st in anticipation of implementation within your practice for 2021 tax year.

To arrange for a demonstration of the solution and discuss next steps, please contact Geralyn or Danielle.

IRS Benchmarking