Solo practitioners or small firms handling up to 20 Deferred Sales Trusts
Create and manage up to 20 DSTs, including asset transfers and trust structuring
Basic compliance monitoring to ensure adherence to IRS regulations.
Set reminders for DST reviews, compliance deadlines, and annual assessments
Create client facing proposals in under 10 minutues
Ensure you have everything covered during the discovery process
Growing firms handling up to 100 Deferred Sales Trusts
Enhanced DST Management: Manage up to 100 DSTs with advanced filtering and categorization.
Advanced Reporting & Analytics: Customizable reports, detailed analytics on DST performance, and tax deferral benefits.
Secure portal access for clients to view their DSTs, documents, and performance reports
Faster response times and priority handling of support requests
Need something else implemented? We have you covered!
Large firms managing 100+ Deferred Sales Trusts, needing extensive customization
No restrictions on the number of DSTs managed
Customize the platform with your firm’s branding, including logos, colors, and domain name
Personalized support and strategic guidance to optimize platform usage
Comprehensive training sessions, onboarding support, and ongoing educational resources for your team