Your Clients Are Losing
Tax Benefits.
You just don't know it yet.
Real-time material participation compliance for advisors — at-risk alerts, protection reports, and an immutable audit trail that's your legal shield.
To protect your practice
Full compliance
Free trial
Audit documentation
The problem
The advisor liability trap
Your clients need 100+ documented hours annually. If they miss the requirement, they lose the tax benefit — and you're the one who sold them the strategy.
This is what compliance failure looks like.
Scattered documents. No visibility. Full liability.
Full liability, zero visibility
You have no way to know if clients are actually logging hours. When the IRS audits, you're exposed with no documentation trail.
avg tax benefit at risk per client
No proof you warned them
"My advisor never told me I had to do this." Without an immutable record of every reminder — it's your word against theirs.
reminders documented today
Year-end scramble is too late
By December, it's over. Clients can't manufacture 100 hours in two weeks. You need real-time pace tracking and early intervention.
of clients behind pace at Q3
Built for advisors
Everything you need to protect your practice
Client Portfolio Dashboard
Every client's Compliance Score, pace indicator, last log date, and risk level — in one view.
At-Risk Alerts
Automatic notifications when clients fall behind pace, miss logging windows, or skip required tasks.
Advisor Protection Reports
Per-client PDF: every reminder sent, every acknowledgment received, every notification delivered. Your exhibit A.
Multi-Channel Reminders
Email, SMS, push, in-app. 6-level escalation from gentle nudge to urgent alert. You set the cadence.
Compliance Analytics
Trends over time: average score, at-risk rate, retention. See which strategies need more support.
Strategy Marketplace
Discover new material participation strategies for your clients — jets, battery storage, equipment leasing.
The platform
Seven interlocking systems
Not a tracker. A complete compliance, documentation, and communication platform.
Core Compliance Platform
Multi-tenant tracking, AI-powered logging, calendar sync, and training modules.
AI Validation Layer
Three-layer model determines what counts as participation. Hard blocks, soft warnings, advisor review queue.
Gamification Engine
XP, levels, streaks, badges, Compliance Score. Turns a compliance chore into an engaging habit.
Strategy Marketplace
Advisors discover new material participation strategies. Vendors get distribution. Everyone wins.
Physical Documentation
“The Binder”DifferentiatorA branded physical binder shipped to every client at onboarding. Monthly print-and-file workflow with signed, dated documentation. The IRS treats digital-only records as suspect — printed, dated, signed documents are the gold standard for audit defense.
Reminder Engine + Audit Log
"The Shield"Differentiator6-level escalation ladder from gentle nudge to urgent alert. Multi-channel delivery (email, SMS, push, in-app). Every reminder, every notification, every acknowledgment is timestamped and preserved in an immutable hash-chained audit log. This is the advisor's legal protection — exhibit A if a client ever claims nobody told them.
Bitcoin-Anchored Records
OpenTimestampsOnly UsDaily Merkle root of all audit log entries, attestations, evidence hashes, and Protection Reports anchored to the Bitcoin blockchain via OpenTimestamps. Independently verifiable by any third party. Zero ongoing cost. No competitor has this.
Launch Partner
CAVU Aircraft Group
Fractional Jet Ownership — first strategy vendor fully configured on the platform with pathways, categories, tasks, and training.
“Before ParticipationPro, we had no way to know if our investors were actually tracking their participation hours. Now we can see compliance across every advisor in our network — in real time. The physical binder workflow alone has transformed how our clients approach documentation.”
Bobby Keller
CAVU Aircraft Group — Fractional Jet Ownership
* Placeholder quote — pending approval from CAVU Aircraft Group
Built from the inside
Designed by tax strategists, for tax strategists
We didn't build a generic tracker and slap “compliance” on it. Every feature exists because an advisor or vendor told us they needed it — from the physical binder workflow to the Bitcoin-anchored audit log.
| Feature | ParticipationPro | REPSLog | Spreadsheets |
|---|---|---|---|
| Basic hour logging | Yes | Yes | Yes |
| Real estate REPS tracking | Yes | Yes | No |
| Multi-strategy support (jets, battery, equipment) | Yes | No | No |
| White-label advisor portals | Yes | No | No |
| Gamification engine | Yes | No | No |
| Physical binder workflow | Yes | No | No |
| Immutable audit log | Yes | No | No |
| Bitcoin-anchored records | Yes | No | No |
| Vendor self-serve portal | Yes | No | No |
| Strategy marketplace | Yes | No | No |
| Advisor protection reports | Yes | No | No |
| AI-powered hour logging | Yes | No | No |
12 for 12 — ParticipationPro covers every feature. REPSLog covers 2.
Free assessment
How exposed is your practice?
4 questions. 60 seconds. Find out if your material participation compliance process has gaps that could cost your clients — and your reputation.
No signup required. Results are instant.
Pricing
Simple, transparent pricing
Free for vendors. Affordable for advisors. Priceless for compliance.
For Advisors
Essential
Everything you need to protect your practice
or $290/year (save $58)
- Unlimited client tracking
- Compliance Score dashboard
- At-risk alerts
- Advisor Protection Reports
- Multi-channel reminders
- Annual audit packages
No credit card required
White-Label — $1,970/yr
Custom domain, your branding, priority support
For Vendors
Vendor Basic
Get your strategy on the platform
Unlimited strategies, standard marketplace listing
- Unlimited strategy definitions
- Pathway & category management
- Training content uploads
- Reminder schedule configuration
- Standard marketplace listing
- Advisor partner directory
Featured — $997/mo
Featured placement, premium analytics
Premier — $2,997/mo
Top placement, API access, dedicated support
Referral Bonus: Connect your first client to a vendor strategy and get 12 months of Essential free.
We grow when you grow. It's that simple.
Common questions
Frequently asked questions
A per-client PDF documenting every reminder you sent, every notification delivered, every attestation your client signed, and every acknowledgment received — with timestamps and delivery receipts. It's your exhibit A if a client ever claims you didn't inform them of their participation requirements.
Yes, on the White-Label plan ($1,970/year). You get your own domain, logo, and colors. Your clients see your brand — not ParticipationPro. Essential plan users get the ParticipationPro branding with your name displayed.
No. You can use ParticipationPro for any material participation strategy — whether the vendor is on our platform or not. If the vendor IS on our platform, you'll get pre-configured strategy requirements automatically. If not, you can set up custom tracking.
No. ParticipationPro uses row-level security policies that enforce complete data isolation between tenants. Clients can only see their own participation data. Advisors see only their own client portfolio. Vendors see aggregated compliance metrics — never individual client records.
Your data belongs to you. Upon cancellation, you have 90 days to export everything in standard formats (CSV, PDF). After 90 days, data is permanently deleted — except for audit log entries, which are retained for 7 years per IRS record retention requirements (IRC §6501).
Spreadsheets have no reminders, no audit trail, no proof you informed your clients, no physical documentation workflow, no gamification to drive compliance, and no legal protection when a client claims "nobody told me." ParticipationPro is a complete compliance system — not just a place to type numbers.
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We use row-level security for tenant isolation, and our audit log is immutable and hash-chained. SOC 2 Type I certification is in progress. Audit records are optionally anchored to the Bitcoin blockchain for independent verification.
No cryptocurrency involved. We create a daily cryptographic fingerprint (Merkle root) of all audit log entries and anchor it to the Bitcoin blockchain via OpenTimestamps. This provides independent, third-party proof that your records existed at a specific point in time and haven't been altered. It costs us nothing and requires nothing from you — it's just an extra layer of audit defense.
Secured by
AES-256 Encryption
Data at rest & in transit
SOC 2 Type I
Certification in progress
Bitcoin-Anchored
OpenTimestamps verified
Row-Level Security
Tenant data isolation
Free Resource
The IRC §469 Material Participation Compliance Checklist
A practical checklist for advisors and CPAs: what the IRS requires, what counts as participation, documentation standards, and the 7 material participation tests explained.
- All 7 material participation tests decoded
- What counts (and what doesn't) as an hour
- IRS documentation requirements checklist
- Monthly compliance workflow template
Stop hoping your clients are compliant.
Start knowing.
Tax year 2026 is already 25% over. Your clients need to be on pace by Q3 or it's too late. Get the compliance engine, the audit trail, and the legal shield — before the year-end scramble.
30-day free trial. No credit card. Cancel anytime.