Accruit vs KBKG / CostSegregation.com
1031 Exchange & Cost Segregation Software · Verified 2026-08-22 · No paid placement
Qualified Intermediary + patented 1031 Exchange workflow technology (Exchange Manager Pro)
Best for sponsors, family offices, and individual investors running a straightforward 1031 exchange who want a qualified intermediary with real technology behind it rather than a law-firm-with-a-fax-machine setup. Exchange Manager Pro is genuinely useful for tracking deadlines and documents across multiple concurrent exchanges. The caveat: Accruit is now owned by Millennium Trust, so you're dealing with a larger institutional bureaucracy, and QI selection ultimately matters more for fee custody and bonding than software polish — vet the underlying trust arrangement, not just the UI.
Self-guided cost segregation software plus specialty tax services
Buyer: CPA firms and CRE owners running their own cost segregation studies who want software tooling plus access to specialty tax expertise -- 179D, R&D credits -- rather than a full big-four engagement. Strength: the hybrid software-plus-services model flexes to firms of varying sophistication, letting a smaller CPA shop punch above its weight. Caveat: "self-guided" means real work still falls on the owner or CPA, this isn't a black-box automation tool, and pricing isn't published so expect a sales conversation before you know the cost.
| Accruit | KBKG / CostSegregation.com | |
|---|---|---|
| Pricing model | Other | Other |
| Public pricing | Not published | Not published |
| Asset classes | All | All |
| Built for | — | — |
| Integrations | — | — |
| Status notes | Acquired by Millennium Trust, 2023 | None |
| Last verified | 2026-08-22 | 2026-08-22 |
What the data says
- Factor in Accruit's status: Acquired by Millennium Trust, 2023
Frequently asked questions
- Accruit vs KBKG / CostSegregation.com: which is better for CRE?
- Both are established 1031 exchange & cost segregation software options; the right choice depends on firm type, asset mix, and stack fit. The comparison table on this page sets out pricing model, asset-class coverage, integrations, and vendor status side by side — verified 2026-08-22, with no paid placement influencing either profile.
- Do Accruit and KBKG / CostSegregation.com publish pricing?
- Accruit: no public pricing — expect a sales process. KBKG / CostSegregation.com: no public pricing — expect a sales process.