Terms of Use

1. Eligibility and Account

• You must be authorized to enter into these Terms and use the Services.
• You are responsible for maintaining the confidentiality of your account credentials.
• You are responsible for all activity under your account.

2. Service Description

The Services help users track 1031 exchange timelines, manage exchange-related records, and send reminders and notifications. The Services may include investor-facing dashboards, audit and document workflows, and a Pro workspace for qualified professionals (such as CPAs and Qualified Intermediaries) to monitor exchanges and invite clients. Features may change over time.

3. No Legal or Tax Advice

The Services are provided for organizational and informational purposes only and do not constitute legal, tax, accounting, or investment advice.

You are solely responsible for obtaining advice from qualified professionals, including your Qualified Intermediary and tax professional, and for confirming deadlines and compliance requirements.

4. Your Responsibilities

• Provide complete, current, and accurate information.
• Promptly update information when facts change.
• Review reminders, notices, and generated records for accuracy.
• Ensure that your use of communications features complies with applicable laws.
• If you use Pro or client-invite features, ensure you have appropriate authority to invite recipients and to display any firm identity or logo you upload.

5. Acceptable Use

We may send occasional promotional or cold-outreach emails where permitted by law. Those messages include an unsubscribe link. If you complete that process, we add your email address to an internal suppression list so we do not send further promotional or cold-outreach emails to that address. That opt-out does not cancel transactional or service-related emails for active customers (for example exchange reminders you configured). See our Privacy Policy for details.

You agree not to misuse the Services, including by:

• Attempting to gain unauthorized access to systems or data.
• Interfering with or disrupting the integrity, security, or performance of the Services.
• Using the Services to send unlawful, deceptive, or abusive communications.
• Uploading malicious code, malware, or exploit attempts.
• Uploading branding, logos, or firm identity materials you do not have the right to use, or that are misleading, infringing, or likely to confuse users about who operates the Services.

6. Payments and Premium Access

Certain features may require payment. Pricing and payment terms shown at checkout apply. Premium access may be granted per exchange, through a Pro subscription, or as otherwise specified in-product.

Payment processing is handled by third-party providers. You authorize charges according to the checkout terms and the payment processor's terms.

7. Pro Workspace, Client Access, and Branded Client Experience

Eligible professional users may access Pro features, including creating or managing exchanges, inviting clients to view or sign designated materials, and—when enabled with an active qualifying subscription—optional branded client experience that displays a firm display name and/or logo in parts of the Services and certain transactional emails (such as client invites, schedule summaries, and deadline reminders).

Branded client experience is a presentation feature only. It does not make The 1031 Sentinel your agent, partner, affiliate, or co-brand, and it does not make you our agent. We do not endorse, guarantee, or assume responsibility for any professional user, firm, or exchange merely because branding is displayed.

If you enable branding, you represent that you have all rights necessary to upload and display your firm name, logo, and related materials, and that your use complies with applicable law (including marketing, communications, and intellectual property rules). You are responsible for invitations you send and for information you provide to clients and other recipients.

Users who accept a client invite or otherwise access an exchange through a professional remain users of The 1031 Sentinel platform. They should not treat branded client presentation as a separate product operated by the inviting firm.

We may disable, remove, or refuse branding—or suspend related features—that we reasonably believe is unlawful, misleading, infringing, abusive, or inconsistent with these Terms. Some system communications may remain Sentinel-branded regardless of branded client experience settings.

8. Third-Party Services

The Services may integrate with third-party providers for authentication, billing, messaging, e-signature, scheduling, and storage. We are not responsible for third-party systems outside our reasonable control.

9. Intellectual Property

The Services, including software, Sentinel branding, and content we provide, are owned by us or our licensors and protected by intellectual property laws. Subject to these Terms, we grant you a limited, non-exclusive, revocable right to use the Services for their intended purpose.

If you upload branding materials (such as a firm logo), you retain your rights in those materials. You grant us a non-exclusive, worldwide, royalty-free license to host, reproduce, resize, display, and transmit them solely to operate the Services (including showing them to users and email recipients you authorize through the product). You may disable branded client experience display in settings, but we may retain copies as needed for backup, security, audit, and legal compliance.

10. Disclaimer of Warranties

The Services are provided on an "as is" and "as available" basis without warranties of any kind, express or implied, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

11. Limitation of Liability

To the maximum extent permitted by law, we are not liable for indirect, incidental, consequential, special, exemplary, or punitive damages, or any loss of profits, revenues, data, or goodwill arising from or related to your use of the Services.

To the maximum extent permitted by law, our total liability for all claims related to the Services is limited to the amount you paid us for the Services in the twelve (12) months preceding the event giving rise to the claim.

12. Indemnification

You agree to defend, indemnify, and hold harmless The 1031 Sentinel and its affiliates from claims, liabilities, damages, losses, and expenses arising out of your use of the Services, your content (including branding materials you upload), client invitations you issue, or your violation of these Terms or applicable law.

13. Suspension and Termination

We may suspend or terminate access to the Services, with or without notice, if we reasonably believe you violated these Terms, present a security risk, or where required by law.

14. Governing Law and Venue

These Terms are governed by applicable laws in the governing jurisdiction designated by The 1031 Sentinel. Venue and dispute resolution details may be updated in a subsequent legal notice specific to your contract or region.

15. Changes to These Terms

We may modify these Terms from time to time. Continued use of the Services after changes become effective constitutes acceptance of the revised Terms.