Security and data handling

Sensitive-record software should state its posture clearly.

This page is the current public diligence surface for how 1031Assist should be evaluated before investors and professionals place exchange records, documents, and tax-support information inside it.

Sensitive-record posture

1031Assist is intended to hold sensitive exchange records such as closing statements, exchange support files, basis support, participant details, and planning outputs. The right mental model is not casual note-taking software. It is an operating record for tax-sensitive real estate activity.

Role-based discipline

Each participant should use an individual named account. Investors, brokers, CPAs, attorneys, lenders, title parties, and Qualified Intermediaries should be granted access based on the work they actually need to perform, not by sharing one login across a team.

Human review still governs

AI-assisted extraction, summaries, or document help should be treated as workflow support, not authoritative tax or legal review. Source documents remain part of the record and should be checked by humans before anyone relies on the output.

Current diligence scope

What a serious reviewer should understand today

The public site is meant to be explicit about handling posture, access expectations, and the limits of what is being claimed. The goal is not to imply maturity that has not been publicly documented. The goal is to give investors, CPAs, attorneys, and professional teams a defensible starting point for review.

Data the product is intended to hold

Property records, exchange records, deadlines, participant information, and supporting notes

Uploaded documents such as closing statements, exchange agreements, tax support, basis support, and correspondence relevant to the operating record

Planning outputs and calculator assumptions used to support exchange analysis and workpaper preparation

Access-control expectations

Use separate named accounts rather than shared credentials

Invite professionals through the product workflow so access maps to the real exchange team

Treat access decisions as part of the exchange operating process, especially when documents and tax-support records are involved

Document handling boundaries

Uploaded files should be treated with the same seriousness as closing binders, CPA workpapers, and legal support files

Keep original source records attached to the exchange or property record when they support tax-sensitive conclusions

Do not assume extracted values or AI summaries replace review of the source document

Retention and downgrade posture

The public product position is that the investor record is durable: downgrade or paid-feature changes should not make the core property and exchange history disappear

Paid planning or intelligence features may turn off when a paid plan ends, but the public product direction is to preserve the underlying operating record

If your organization has formal retention, export, or deletion requirements, treat that as a specific diligence question rather than an implied default policy

Incident and diligence path

If you see suspicious account activity, access concerns, or document-handling issues, escalate through the product support and company contact path immediately

If your firm requires a vendor review, security questionnaire, or procurement packet, that should be handled as a direct diligence conversation rather than inferred from marketing copy

For enterprise or institution-specific requirements, assume that explicit review is required before relying on the platform as an approved vendor

What this page does claim

1031Assist is software for 1031 exchange operations, documentation, and coordination.

The product should be evaluated like a system handling financially sensitive exchange and tax-support records.

The public site intentionally avoids implying formal certification or audit status that has not been publicly stated.

What this page does not claim

This page does not claim SOC 2 certification or any other formal audit status beyond what is explicitly stated publicly.

This page does not claim that AI extraction, summaries, or document suggestions eliminate the need for human review.

This page does not claim that 1031Assist replaces your CPA, attorney, broker, Qualified Intermediary, lender, or title professionals.

If your firm needs more than public marketing copy

That is reasonable. If you need a formal vendor-review conversation, procurement diligence, or institution-specific controls discussion, treat that as a direct diligence request rather than an unanswered FAQ. This public page is meant to set expectations honestly, not to substitute for a formal review process.

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