Coordinate client documentation without taking ownership of client data.
The standard for rental property participation tracking, built for the professionals who advise on it. Gain scoped visibility into client hours, request third-party evidence, and deliver co-branded reports.
Professional Differentiation
Provide a concrete tool, not just advice.
Supplying Logged RE to your clients sets your practice apart. It gives them a tangible workflow to follow and protects their deductions when an auditor asks for proof.
Co-branded Reports
Deliver CPA-ready PDFs bearing your firm's identity. Your clients receive professional grade documentation, and your brand stays front and center during tax season.
Named Contributors
Assign specific roles to property managers, contractors, or staff. Track exactly who performed which activity down to the minute, keeping records perfectly segmented.
Note: Standard two-person spouse household sharing is a consumer feature and separate from Enterprise contributors.
Scoped Property Access
Granular permissions ensure contributors only see the properties they manage. Protect client privacy while assembling a complete picture of total participation.
Workflow Integration
Gather third-party hours securely.
Non-owner time is notoriously difficult to track. Logged RE Enterprise allows you to request submissions directly from contractors or property managers.
Collect their hours, require photographic or document evidence, and approve entries directly into the client record without exposing the broader portfolio.
Data Ownership
Visibility without liability.
The taxpayer owns their data. They grant you access, and they can revoke it at any time. You gain the visibility you need to advise them effectively, entirely independent of the liability of storing their raw financial records.
Client-controlled sharing ensures everyone stays aligned and secure.
System Architecture
Built for audit defense.
Strict Audit History
Every entry, edit, deletion, and approval is permanently logged with a timestamp and user ID. The chain of custody is always clear.
Contemporaneous Requirement
The system is designed to encourage and capture evidence as the work happens, satisfying the strict IRS definition of a valid log.
Automated Notifications
Alerts keep all parties aligned when new evidence is uploaded, hours are submitted, or a participation threshold is crossed.
Export Ready
Generate clean, math-verified PDFs segmented by property, activity, and contributor, ready to be attached to a return.
Ready to equip your practice?
Bring structure to your clients' documentation and protect their material participation claims.