Benefit analysis
Scope the property and put the numbers in front of the client before they commit.
Cost Segregation App
From intake to delivery, every data point, handoff, and flow crafted to optimize your throughput.
Study
Status
184 Harbor Street
Benefit analysis
22 Mercer Ave
Engagement
910 Oak Commerce
Client intake
14 Pier Warehouse
Study
Already in the product
Allow our process to carry your team while they are free to do what they do best, sell and deliver studies
Scope the property and put the numbers in front of the client before they commit.
Proposals and letters of engagement leave the shared inbox and live with the study.
Document requests, property tours, and a status the client can actually see.
One place for the team to run the study from kickoff through delivery.
Deposits, invoices, and checkout stay attached to the engagement.
Upload your branding and sync your systems with our API.
Bring the client. The proposal and the benefit analysis are already in the software.
Intake, documents, billing, and the study stay on one timeline.
Finish the work under your firm's relationship. The handoffs are already handled.
Commercial models
Revenue share, per seat, or an enterprise agreement. No public rate card — we scope the model to the firm.
Economics that follow the studies you close.
Priced by the people on the platform.
A commercial structure scoped to the practice.
Tell us how your firm sells and completes studies. We'll walk the software through that workflow.