1031 Compliance Intelligence
Don't Let a 45-Day Calendar Error Cost You $150,000.
Defer taxes on your next property sale with a 1031 exchange. Track every deadline and keep your paperwork audit-ready.
How It Works
Three steps. Full control.
Set Your Exchange Profile
Capture Day 0, entity type, extension status, and contact routing.
Track Deadlines
45-day and earlier-of 180-day clocks update continuously with timezone-aware logic.
Export Evidence
Identification letter artifacts, delivery logs, and timestamped proof in Audit Vault.
Live Risk Snapshot
Always watching your critical windows.
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
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 checkFlags whether your list fits the three-property cap or must pass the 200% aggregate FMV test before you sign an ID letter.
- Entity-AwareIndividual, 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.
Immutable Audit Trail
E-signed letters, timestamped in your 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.
Monitor every client exchange from one Pro workspace. Put your firm front and center with branded dashboards and invites and let Sentinel handle deadlines, e-sign, and audit records behind the scenes.
Pro Dashboard
All client exchanges, one urgency-ranked view
Branded Client Experience
Your firm name & logo on dashboards and emails
Audit Vault
Timestamped ID letters and delivery logs on demand
And more
Learn more about Pro
Simple Pricing
One platform. Two ways to protect exchanges.
Investors pay per exchange. CPAs and QIs can subscribe to our platform for managing multiple exchanges. Same compliance engine underneath.
Exchange Plan
$29
Per Exchange
No subscriptions. Pay once, protect the full exchange lifecycle.
Pro Plan
$99/mo
Pro Dashboard
Monitor every client exchange, deadline urgency, and audit records from one workspace.
Includes
Full Sentinel compliance stack on every exchange.
FAQ
Common questions from exchangers.
Quick answers about how Sentinel fits your exchange, deadlines, stakeholder alerts, and Audit Vault records.
Where does Sentinel fit in the exchange process with my QI and CPA?
A 1031 exchange is a relay between your broker, CPA, QI, and closing teams. Sentinel sits in the middle of that handoff—locking in shared deadlines the moment your relinquished property closes:
You & your broker
Line up a buyer for the relinquished property.
Your CPA
Reviews the closing statement to calculate required target values and boot exposure.
Your QI
Intercepts sale proceeds at closing and holds them in escrow.
1031 Sentinel
Locks in your 45-day and 180-day countdowns from Day 0 so every stakeholder sees the same deadlines.
You & your QI
Submit written property identification before Day 45.
Your QI
Wires escrow funds directly to the replacement property closing.
Your CPA
Files Form 8824 on your next tax return to finalize the deferral.
How does Sentinel keep my QI, CPA, and broker on the same timeline?
The biggest operational risk is fragmented communication—your QI tracks escrow, your CPA tracks tax deadlines, and your broker tracks listings, often in separate email threads. Sentinel gives you one command center for the exchange timeline: shared 45-day and 180-day clocks from Day 0, deadline reminders routed to the contacts you designate, and identification-letter workflows with audit records in one place.
- Shared deadline visibility: One dashboard for identification and exchange clocks—updated when dates or extensions change.
- Stakeholder notifications: Route reminders to investors, QIs, and advisors as milestones approach.
- Identification workflow support: Validate identification pathways and maintain defensible records through closing.
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.