Request list
Exactly what we need from you, what has arrived and what is still outstanding. No chasing.
Client portal — coming soon
One place for the paperwork
We are building a secure portal so the closing statement, the depreciation schedule and the finished study live somewhere other than an email thread. Until then, we send a request list and a secure upload link when the engagement starts.
Secure exchange
Closing statements and depreciation schedules move over an encrypted channel, not an attachment.
Study status
Where the engagement stands, and the finished report when it is delivered.
A preview
Two ways in. An owner watches their own properties. A CPA works across several owners at once and needs different things from the same study.
Study 4187 · Pelham Commerce III
Supplement
SubmittalSite visitSupplementReconcileReclassReturn
Your hands
Our hands
Your hands
Portfolio
- Verdae FlatsStudy delivered · Mar 2026
- Pelham Commerce IIIField work complete
- Augusta Rd. MedicalDocuments requested
- Woodruff StorageProposal issued
Verdae Flats · delivered March 2026
- Depreciable basis
- $8.60M
- Reclassified
- 27%
- Year-one deferral
- $742K
Reclassified basis by life
- 5-year
- $1.12M
- 7-year
- $344K
- 15-year
- $860K
- 27.5-year
- $6.28M
File
- Study report (PDF)Delivered
- Asset detail scheduleDelivered
- Photograph logDelivered
- Form 3115 supportNot required
Across your clients
| Property | Owner | Status | Waiting on |
|---|---|---|---|
| Verdae Flats | Hartwell Holdings LLC | Delivered · Mar 2026 | — |
| Pelham Commerce III | Hartwell Holdings LLC | Field work complete | — |
| Augusta Rd. Medical | Ridgeway Partners | Documents requested | Owner |
| Woodruff Storage | Copeland Group | Proposal issued | You |
A CPA is usually on several properties across different owners. Access is granted per property, by the owner or by another CPA already on it.
For the return
- Asset detail scheduleEvery reclassified component, its life and its basis.
- Depreciation scheduleBy life, in the format your software imports.
- Form 3115 supportSection 481(a) adjustment and the statement, where the study is a look-back.
- Placed-in-service datesPer component, so short-life property starts when it should.
- Partial disposition basisWhere a component was retired, the basis to write off.
Sample data. Every property, figure and date on this page is invented for the preview.
Start a study
We open the portal for your property when the engagement starts. Until then the request list arrives by email.