Simple, honest pricing.
Start with Free, unlock the investor planning layer at Investor, then scale capacity and reporting through Portfolio and Enterprise. Collaborators work from the same exchange rooms; pricing still ladders investor-first.
Usage limits
- Property history storage
- Exchange log and basic tracking
- Document storage and search
- Exchange-room AI document assist
- Adjusted basis display
- Deferred tax total view only
- Exchange lineage visual (read-only)
- 45-day and 180-day deadline tracking
- In-app and email alerts
- Historical exchange import
- My professionals
Not included
- • Deferred tax drill-down and modeling
- • Scenario planning and tax visibility
- • Scenario modeling
- • Form 8824 export
- • Property analytics
- • Compliance dashboard
- • Financial forecasting
Usage limits
What you get
- I finally see my full deferred tax liability
- I know whether to sell, exchange, or hold
- My CPA stopped asking me for the same documents every year
- Everything in Free
- Deferred tax drill-down by property and exchange
- Scenario modeling with real numbers
- Form 8824 export
- Compliance dashboard
- Property analytics
- My professionals
Usage limits
- Everything in Investor
- Team members up to 3
- Financial forecasting
- Compliance report packages
- Multi-exchange pipeline view
- Priority support
Usage limits
- Everything in Portfolio
- Unlimited properties, exchanges, storage, and team members
- Sub-accounts / entity management
- API access and integrations
- White-label
- Client portals
- LP reporting
- Dedicated onboarding and custom SLA
Your record starts free and stays intact.
Even if you never upgrade, your property history and exchange records remain in 1031Assist so your permanent record stays intact.
Property Search
Property Search is not available in this release.
Plans for investors
Choose the plan that fits your portfolio: Free → Investor → Portfolio → Enterprise. Invite your broker, lender, CPA, QI, attorney, or other professionals to collaborate in your exchange rooms. Professional collaboration does not require a separate public professional subscription plan.
Frequently Asked Questions
Is there an annual discount?
Yes. Investor and Portfolio both offer annual billing at a 10% discount.
What happens after I subscribe?
Your paid plan starts immediately, and you can switch between Free, Investor, and Portfolio as your property count changes.
Can I upgrade or downgrade anytime?
Manage your subscription in the billing portal. Review the effective date and any charge or credit shown there before confirming a change.
Is my data safe on the Free plan?
The Free plan uses the same account access protections as paid plans. Canceling a subscription does not itself delete your property or exchange records.
What happens to my data if I cancel?
Your record stays in 1031Assist. Paid planning features turn off when the paid plan ends, but your core property, exchange, and document history remains so your operating record does not disappear.
Can my CPA, attorney, broker, or QI access my account?
Yes. The product is designed around investor-plus-professional workflows. The current release supports inviting professionals and organizing the exchange record around shared participants and document access.
Do you offer refunds or a money-back guarantee?
Request a full refund within seven calendar days of your first paid subscription purchase, monthly or annual, by contacting support@1031assist.com. Access supplied by the refunded subscription ends when refunded; separately active access grants are unaffected. Renewals and plan changes do not restart this offer. Otherwise, cancellation stops renewal and access continues through the paid period, with no routine refund for unused time. We review billing mistakes and exceptional cases individually; mandatory rights remain unchanged.
Do you have SOC 2 today?
No public SOC 2 claim is made on the site today. We prefer explicit disclosure over implied certification. See the Security Practices page for the current product-positioning on access control, document handling, and formal compliance status.
Can I see the product before I sign up?
Yes. The public Product Preview page shows representative dashboard and exchange-room layouts so you can evaluate the product shape before creating an account.
How should I think about security for uploaded exchange documents?
Treat 1031Assist as an operating system for sensitive exchange records and apply the same discipline you would use with closing statements or tax workpapers. Review the public security page for the current handling posture and consult your own advisors if you need institution-specific requirements.