A free portal for CPA firms. See each real estate client’s hours, IRS tests and record quality all year, fix their setup early, and message them next to the records.
Free for CPA firms · Your clients need REP Helper Elite · Sign up with your firm’s email address
Example firm and clients
By March, missing hours can’t be logged honestly, the grouping choice has already shaped the year, and the record arrives as a spreadsheet of round numbers. The portal moves your review into the year.
What arrives in March
| Jan | Property mgmt | 60 h |
| Feb | Property mgmt | 60 h |
| Mar | Repairs, misc. | 70 h |
| Apr | Property mgmt | 60 h |
What you see in the portal
Every test, for every client, not just the 750 hours
Built for firms with a book of real estate investors and short-term rental owners.
The 750-hour test, the 50% test and material participation for each client, with filters for filing status and who is still short. It updates as clients log.
Clients still short of 750 hours · Example
Logging lag, missing evidence, missing descriptions and activity mix for each client, against targets your firm sets. Tighten them for clients who need closer watching.
Chen, L. · Record quality
Firm targetsTarget 3 days or less
Target 10% or less
Target 15% or less
Target 3 or more
21% of entries have no description. Worth a note to the client this week.
Tax year, filing status, other work for the 50% test, grouping elections and the STR and LTR tests to track. Turn on the client’s pace alerts. Advisor access edits; viewer access reads.
Every activity with date, property, category, duration, source and whether it qualifies, plus hours by category and by property. Nothing emailed back and forth.
Roof inspection with contractor
Maintenance
Tenant screening calls
Tenant mgmt
Smoke detectors, bought and installed
Maintenance
Reviewed monthly statements
Financial
Turnover inspection
Property visit
Message the client inside REP Helper, next to the activity in question, instead of a February email thread.
Patel, R. · Messages
Your Mar 14 “property review”, 2 h: was that a site visit, or reviewing statements?
Site visit. I met the roofer at 412 Elm and walked the units.
Thanks. Please add that to the description so it reads that way.
Invite colleagues, name a lead for each client and add a team for larger ones. Admins set the firm’s defaults, and everyone hears when a client joins or a lead changes.
Henderson, J. & M. · Your team
Your clients log by talking to Henry, their REP Helper agent, by snapping a receipt, or by approving what REP Helper finds in their email and calendar. You review a contemporaneous log, not a reconstruction.
Each activity records when it was entered, so you can see the log was kept as the work happened.
The email, calendar event, receipt photo or voice note stays with the entry it supports.
Activities suggested from email or calendar are saved only after the client approves them.
Cleaners and contractors log in the free Teams app, tagged by person. Their hours show who did what and never add to your client’s own.
The Gmail connection passed an independent security assessment, renewed every year.
Stored on Google Cloud, with automated backups.
Sign up with your firm’s email address. You become the firm admin and set the defaults.
Invite clients one at a time or upload a CSV. Clients on Elite can also invite your firm from their account.
Clients log as they work, and you see it the same day. Invite colleagues when you’re ready.
What it costs
Yes. There is no charge for your firm or for the colleagues you invite. CPA access is part of your client’s REP Helper Elite plan.
REP Helper Elite, at $29.99 a month, or $25 a month billed yearly. Elite includes CPA collaboration, and the CPA joins free.
Invite clients from the portal one at a time or upload a CSV. A client on Elite can also invite your firm from their REP Helper account. You see a client’s records once the invitation is accepted.
Staff with advisor access to a client can edit the client’s tax year, filing status, tests, grouping and alerts. Staff with viewer access can read them. Firm admins set the firm’s defaults and record-quality targets.
The 750-hour test and the more-than-half test for real estate professional status, and the 500-hour, 100-hour and substantially-all material participation tests, for long-term and short-term rentals, per property or grouped.
The client. In the client’s settings you can turn on alerts for the 750-hour goal, the 50% test and material participation, by email or in the app. Your firm is notified about the engagement itself: new and accepted invitations, ended engagements, and lead or team changes.
Yes. Sign up with your firm’s email address. Free email providers such as Gmail, Yahoo and iCloud are not accepted; if your firm doesn’t have its own domain, contact support.
Create your firm’s portal in a few minutes, then invite the clients you already advise on REPS and short-term rentals.
Want to refer clients instead? See our partner program