Your equity. Your basis.
One connected property record.
Follow original equity and carried-forward basis through every exchange. Keep property history, tax records, documents and your next steps together — starting with property #1.
Your records, together.
Build a connected history of your properties, closing statements, tax records and exchange documents. Start with the records you have and fill the gaps over time.
Know the next step.
See exchange timelines, deadline reminders and outstanding tasks in context. Keep the people and documents for the deal within reach.
Understand the history behind the numbers.
Trace basis through connected exchanges, review estimated tax exposure and compare scenarios. AI document assist helps organize information for you and your professionals to review.
Your next property carries a story. Keep the whole chain.
Your original equity and tax basis tell different parts of the story. Connect prior exchanges to see what was invested, what rolled forward and which records support the property you own today.
Original equity is the capital you started with. Carried-forward basis is the tax history that follows the exchange. 1031Assist helps you keep both in view.
From your first property to your next exchange
Start where you are. Build the record as you go.
Start with a property
Add what you own, bring in prior exchanges, or begin with the deal in front of you.
Organize the next move
Keep the dates, documents, tasks and professionals for your transaction together.
Carry the record forward
Connect the completed exchange to the next property and retain the history behind its basis.
Estimates and draft tax workpapers depend on the records you provide and require professional review.
The tools behind a more organized deal.
Work from the property record through planning, collaboration and the next exchange. Feature availability varies by plan.
Basis continuity
Follow the basis carried from one property to the next, alongside original equity and recorded exchange history.
A connected property record
Keep closing statements, tax records, documents and property history organized in one place.
Deadlines and next steps
Track exchange dates, tasks and reminders so you can see what needs attention.
AI document assist
Summarize uploaded documents and extract details for your review inside the exchange room.
Bring your history with you
Import prior exchanges and connect the records you already have.
Planning with context
Compare disposition scenarios using your recorded inputs and visible assumptions.
Your professional team
Organize the brokers, QIs, CPAs, attorneys and lenders involved in your transactions.
Tax review workpapers
Prepare draft Form 8824 workpapers and supporting reports for professional review.
Deliberate sharing
Share an exchange summary with a named recipient, choose an expiration, and revoke access when needed.
What is next: connected tools and resources
We are evaluating connections to accounting, transaction and property-listing tools. QuickBooks and Dotloop integrations are in planning; broader listing access depends on provider agreements. These connections are not included as live integrations today.
A useful next step, wherever you are in investing.
Starting your first record
Start with one property and a clear place for the information you will need later.
- Complete exchange history
- Deadline tracking
- Document storage
- Professional connections
Managing an active portfolio
Connect prior exchanges, organize active transactions and prepare supporting records for your CPA.
- Basis continuity
- Company workspaces
- Review workpapers
- Scenario modeling
Working with professionals
Keep the people involved in a deal organized, with access based on the permissions they have been given.
- Professional contacts
- Exchange assignments
- Recipient-specific summary links
- Revocable sharing
Answers and resources within reach.
Explore the process, try the calculators, or see how investors and professionals work together.
For Investors
How investors use 1031Assist
For Professionals
Collaborator access for QIs, CPAs, brokers, lenders, and attorneys
Exchange Calculators
Public tools for deadlines, boot, basis, and tax deferral
Help Center
FAQ and guidance for the exchange process
See the product before you create an account.
Explore representative screens and learn how records, collaboration and access work.
Product Preview
See representative dashboard, exchange-room, and document-workflow screens before signup.
Security Practices
Review the current posture for account access, document handling, and formal compliance disclosures.
About 1031Assist
See the company context, product scope, and why the platform stays tightly focused on 1031 operations.
Why 1031Assist
See the direct comparison against spreadsheets, year-end CPA chases, and narrow deadline trackers.
Why this product exists
1031Assist was built from the operating burden behind real exchange investors.
1031Assist was created by Holladay Labs IP, LLC under the oversight of Joseph H. Mills, MRED and informed by his real-world experience as a commercial real estate broker, syndicator, sponsor, investor, and operator working across acquisitions, dispositions, 1031 exchanges, asset management, property operations, and investor coordination.
The problem was consistent: the most important exchange facts kept getting fragmented across spreadsheets, inboxes, CPA workpapers, closing files, and memory. 1031Assist was built to hold that record together over time without implying affiliation with any brokerage or advisory firm.
Start with the record. Grow when you are ready.
The Free plan is permanent, not a trial. Start with up to 10 properties and one active exchange, then upgrade for deeper planning, more capacity and company collaboration.
Choose the capacity you need. Review full feature and storage limits on the pricing page.
Compare plans and limitsFree
$0
- Store up to 10 properties
- Track 1 active exchange at a time
- Exchange-room AI document assist, lineage, and document storage
- 45-day and 180-day in-app and email alerts
Investor
$29/mo
- All core planning features unlock here
- Deferred tax drill-down and scenario modeling
- Draft Form 8824 workpapers and supporting reports
- Up to 25 properties and 5 active exchanges
Portfolio
$99/mo
- Same feature set as Investor
- More room for up to 100 properties
- Unlimited active exchanges and historical imports
- Company workspace with up to 3 users
Enterprise
Contact us
- Everything in Portfolio
- Unlimited properties and storage
- Unlimited company users
- Company administration and exchange assignments