For CPAs & Qualified Intermediaries
One workspace for every client exchange.
Monitor deadline urgency across your book of business, deliver a branded client experience, and pull audit-ready evidence - all on the same compliance engine investors trust.
Pro Capabilities
Everything your practice needs to stay ahead of deadlines.
Subscribers get the full Pro workspace—dashboard, branded client experience, client onboarding, and stakeholder alerts, all on top of Sentinel's core compliance engine.
Pro Dashboard
Every exchange, one command center
See all active client exchanges in a master list color-coded by deadline urgency. Drill into 45-day and 180-day clocks, ID letter status, and identified properties without switching accounts.
Branded Client Experience
Your firm, front and center
Add your firm name and logo to client dashboards and key transactional emails. Sentinel powers deadline tracking, e-sign, and audit records behind the scenes.
Client Workspace
Invite investors to view and sign
Create exchanges on behalf of clients and send branded invites. Investors get a dedicated dashboard to track deadlines, complete ID letters, and access Audit Vault records.
Auto routing
Keep stakeholders in the loop
Route deadline alerts to the right stakeholders, and let clients grant read-only Pro Dashboard access when they need shared visibility.
Audit Vault
Evidence when counsel asks
Download timestamped identification letters, delivery logs, and compliance artifacts. Immutable records preserved for audit preparation and client file documentation.
Compliance Engine
Same Sentinel logic, pro scale
Entity-aware 180-day caps, 3-property and 200% rule checks, e-sign workflows, and automated QI notifications - every exchange runs on the full compliance stack.
Branded Client Experience
Your firm on the invite. Sentinel on compliance.
Upload your logo and set a display name. When clients accept invites and open their dashboard, your firm leads the experience. Selected transactional emails include your firm header alongside Sentinel-operated compliance infrastructure.
- Firm display name and logo on client dashboards
- Co-branded client invite and notification emails
- Toggle branded experience on or off from Pro settings anytime
- ID letters and core compliance documents remain Sentinel-operated for regulatory consistency.
Your 1031 exchange clocks are live in Sentinel
The 1031 Sentinel·to me·just now
The 1031 Sentinel
Mission Control · Schedule summary
Your Firm Name
Your 1031 exchange clocks are live in Sentinel.
Thanks for completing onboarding. Below is the schedule we are using for countdowns and reminder delivery. This message was sent to you and copied to your team emails on file.
How Pro Works
Three steps to a managed book of business.
Set up your Pro workspace
Sign up as a CPA or QI, complete onboarding, and optionally enable branded client experience with your firm name and logo.
Onboard client exchanges
Create exchanges for clients or accept invites from investors already on Sentinel. Configure notification routing for every stakeholder on the deal.
Monitor, collaborate, export
Track deadline urgency across your book of business, coordinate with co-advisors, and pull audit-ready records from Audit Vault when needed.
Built for your role
Whether you advise or facilitate, Pro fits your workflow.
For CPAs
Tax counsel visibility without the paperwork chase.
- Visibility into filing-extension and entity-type deadline logic
- Read-only access to client ID letters and compliance flags
- Deadline alerts routed to your inbox as windows tighten
- Exportable records for workpapers and client files
For Qualified Intermediaries
Stay synchronized from identification through close.
- Auto-notified when client ID letters are e-signed
- Real-time identification and exchange clock tracking
- Team access when clients invite you to an exchange
- Branded client portal under your QI firm, powered by Sentinel
Clients can also invite you at no cost when they activate an exchange - giving you read-only dashboard access even before you subscribe. Pro unlocks exchange creation, branded client experience, and the full client workspace.
Pro Plan
$149/mo
Monitor every client exchange, deadline urgency, and audit record from one workspace. Includes branded client experience and client dashboard invites.