1031 Compliance Intelligence

Don't Let a 45-Day Calendar Error Cost You $150,000.

The audit-proof compliance engine for 1031 exchanges. Cryptographic timestamps, email deadline alerts, and audit-ready documentation.

Smart Deadline Calculations
Escalation Alerts
Audit-Ready Documentation

How It Works

Three steps. Full control.

1

Set Your Exchange Profile

Capture Day 0, entity type, extension status, and contact routing.

2

Track Deadlines

45-day and earlier-of 180-day clocks update continuously with timezone-aware logic.

3

Export Evidence

Identification letter artifacts, delivery logs, and timestamped proof in Audit Vault.

Live Risk Snapshot

Always watching your critical windows.

Dashboard preview showing identification and exchange clocks

Operational Assurance

One missed midnight can collapse tax deferral.

Sentinel continuously evaluates your 45-day identification and 180-day exchange windows against entity status, filing extension flags, and timezone edge cases.

Schedule sync

Recalculates when you save profile changes

Audit readiness

Always-on vaulting

The Live Pulse

The countdown, identification compliance checks, outbound alerts, and entity-aware deadline logic all update as your deal evolves.

Clock Integrity

5days left

5 days left to identify

Urgency ramps from Safe to Critical as your identification window shrinks. Reminders keep pace so nothing slips by quietly.

Compliance & deadline logic

  • 3-property & 200% rules check
    Flags whether your list fits the three-property cap or must pass the 200% aggregate FMV test before you sign an ID letter.
  • Entity-Aware
    Individual, Partnership/LLC, S-Corp or C-Corp, 180-day cap checks tax return due date plus extension election.

Real-time alerts

Stakeholder routing keeps investors, QIs, and advisors aligned as deadlines tighten.

Inbox alertCall alert

Subject: 1031 Reminder: 45-Day Identification - 5 days remaining.

Clock Controls

Edit key dates - Sentinel auto-reschedules reminders.

Day 0Tax dateResync

Immutable Audit Trail

E-signed letters, timestamped in your Audit Vault.

US UETA & ESIGN Act Compliant
Auto-email to QI when signing completes
Signed PDFs and proofs stored with integrity metadata and time-limited download links from Audit Vault.

Sentinel Logic

Validation logic your tax counsel can trust.

Sentinel validates every identification pathway before you generate and e-sign identification letters. Each warning is backed by rule-level evidence and preserved in your Audit Vault.

3-Property Rule

Submit up to three candidate replacement properties, regardless of fair market value, while preserving the 45-day identification safe harbor.

200% Rule

If you identify more than three properties, Sentinel validates that the aggregate FMV does not exceed 200% of the relinquished property FMV.

Professional Workflow

Built for CPAs and Qualified Intermediaries.

Manage active exchanges with clearer deadline visibility, coordinated notifications, and downloadable evidence from Audit Vault when records are needed.

Exchange Oversight

Deadline visibility per exchange

Collaboration

CPA + QI contact routing

Evidence Export

Downloadable audit-ready records

Simple Pricing

$149

Per Exchange

No subscriptions. Pay once, protect the full exchange lifecycle. CPAs and QIs use the Pro Dashboard free.

Guided onboarding wizard
Entity-aware 180-day deadline logic
Real-time deadline intelligence
Automated alert escalations
Multi-recipient notification routing
Unlimited ID letter generation
E-sign workflow support
US UETA & ESIGN Act compliant
Auto-email to QI when signing completes
Immutable audit trail
Always-on evidence vaulting
One dashboard for all exchange milestones
Start Onboarding

FAQ

Common questions from exchangers.

Quick answers about deadlines, alerts, and Audit Vault records.

How are the 45-day and 180-day clocks calculated?

Sentinel computes both tracks from Day 0 close date, tax filing profile, extension status, and investor timezone.

How are deadline reminders delivered?

Sentinel sends scheduled deadline reminders by email. Optional phone numbers, if provided, will be used for manual, human-initiated voice outreach related to exchange deadlines—not for marketing calls, automated SMS, or prerecorded robocalls. Only provide numbers you are authorized to contact.

What is stored in Audit Vault?

Identification letter artifacts, delivery logs, and supporting records are retained for retrieval and audit preparation.

Is Sentinel legal or tax advice?

No. Sentinel is a compliance workflow utility. Final decisions should be confirmed with your Qualified Intermediary and tax professional.