UBI-AR Cavalry Wizard

Annually not for profit organizations are required to file with the Internal Revenue Service a tax return representing Net Income derived from all non-related business income activities. The UBI AR Cavalry Wizard provides each organization with the tools to record, analyze, model and consolidate profitability by each line of business for the annual return.

The Unrelated Business Income-Accounting and Reporting (UBI-AR) Cavalry Wizard© is a best-in-class product that provides Clients, Auditors and Accountants with the tool set for completing the data gathering, analytical review in preparation for the tax return in less time providing your institution peace of mind when reporting taxable income.

UBI-AR Cavalry Wizard Provides

• Affordable: Low up-front cost, easy monthly or annual subscription.
• Web-Based: No additional hardware/support costs.
• Highly Secure: SSL tunnel to a data center which is reviewed through annual Type II SAS70 audits.
• Return on your investment: The Cavalry UBI ERM® reduces the amount of personnel hours required for reconciliations return preparaation.
• Time and cost savings: Monthly and Annual reviews become faster & easier as the Cavalry Wizard© retains all information.
• Ongoing Content Maintenance: Content based in IRS regulations and customized to  specific organization with updates.
• Increased Project Completion Efficiency: The Cavalry Wizard© facilitates efficient and easy project management.
• Increased Communication Efficiency: Role-based access allows for easy and clear communication of results.
• Approved Approach: The Cavalry Wizard^© content, design & reports have been reviewed and approved by Examiners.
• Training and Succession Planning: Essentially, the Cavalry Wizard^© is an “Automated Expert”

Cavalry Solutions invites you to learn more about the Cavalry UBI-AR Wizard along with the our other product line offerings and how they can assist you with your regulatory challenges.

To schedule a personalized demo please call us at 1.877.376.4522.