Built with input from experienced tax and finance professionals
Grant Thornton
Deloitte
PwC
Family Offices
Why deductions get challenged
It’s often a documentation problem, not a planning problem.
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Logs recreated months later
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Missing photos, screenshots, or supporting records
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Missing details about the activity and time spent
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Incomplete records for CPA review
Document in real time so you’re not scrambling later.
What you get
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Organized documentation for CPA review
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Access to a human documentation team
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Help with process questions, like what details to include
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Human review to catch and fix weak entries early
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Structured reports from each text
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Quarterly & year-end report packages with summaries
Bottom line: less scrambling, cleaner records, better organization at tax time.
Why we are better
Better than Excel
We are built for stronger documentation and recordkeeping.
Real‑time capture
Capture photos, screenshots and details while they happen
Human Support
We help you capture the right details and document consistently.
Radically simple
Text once. No forms.
No remembering later.
Proactive tracking
Know your progress + get reminders before it’s late.
CPA-friendly structure
Clean, consistent reports
organized for CPA review.
Built for investors who need clear, consistent documentation
Real Estate Professional (REPS) Investors
REPS Qualifications:
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750+ hours in real estate
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50%+ of your working time in real estate
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Material participation in your rentals
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Short-Term Rental
(STR) Investors
Unlock STR tax benefits with:
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500+ hours of participation OR 100+ hours where no one else spends more time than you
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Recurring tasks and operational decisions documented year-round
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Equipment
Investors
Proving operational involvement:
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Track time spent managing assets
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Log operational tasks and decisions
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Maintain organized documentation year-round.
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Choose a plan. Start today.
The cost of messy documentation can easily exceed the cost of the plan.
- Best Value
Annual Plan
1,999$Every yearIdeal for solo investors who want the lowest cost per report and priority documentation support- 120 active participation reports per year
- 50 private aviation reports per year
- Priority documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)
Monthly Plan
249$Every monthIdeal for solo investors who want flexibility- 10 active participation reports per month
- 5 private aviation reports per month
- Human documentation support on entries
- Organized documentation for CPA review
- Unlimited edits within 30 days
- Quarterly Excel report with total hours
- Year‑end summary (PDF/CSV export)