The CPA Portal built to help scale REPS & STR support
REP Helper CPA Portal gives accounting firms a secure, centralized platform to review client progress, set compliance targets, and collaborate throughout the year, with greater clarity and confidence.
REPS & STR material participation are year-round documentation challenges
Without ongoing oversight, CPAs have fewer opportunities to provide timely guidance until the documentation gaps reach the audit desk.
Hours scattered across fragmented tools the firm can’t see.
Clients track hours across spreadsheets, notes, calendars, emails, receipts, and incomplete apps that only cover a fraction of the IRS tests involved. Reports arrive through error-prone channels that are difficult to review consistently.
Year-round visibility, real-time oversight, and CPA-led collaboration in one place.
CPA teams can monitor progress, spot early signs of problems, and collaborate with clients in real time — before documentation gaps, missed targets, or weak records become year-end issues.
- Single source of truth — clients log activity in one purpose-built system
- Real-time progress visibility for every client in your firm
- Compliance-oriented metrics, not just hour totals
- Configure client account settings to match your firm’s best judgment, providing better control & oversight.
- In-platform collaboration replaces scattered email threads
REP Helper CPA Portal changes that workflow — bringing clarity and oversight to the entire tax year.
Proactively Drive Client Success and Scale Your Real Estate Advisory Practice
Everything CPAs need to deliver year-round REPS and STR support with clarity and control — without endless email chains or guessing games.
Scale REPS & STR support across your client base
Manage multiple clients and CPA team members from one firm-level portal. Give your team a centralized workspace to oversee client activity, progress, documentation quality, and year-end reporting.
See whether clients are staying on track
Review client progress toward REPS and STR material participation throughout the year. Identify clients who may be falling behind before tax season — when it may be too late to correct weak documentation habits.
Help clients set up the right tracking framework
Assist clients with key settings such as filing profile, the relevant IRS tests to track, activity grouping, spouse treatment, travel settings, and other configuration choices that affect how progress is tracked and reported.
Review every client’s end-to-end progress
See compliance-oriented metrics such as logging lag time, evidence coverage, description completeness, activity categorization, and report readiness. Get a full picture of where each client stands — from first activity to final report.
Replace scattered email threads with in-app collaboration
Communicate with clients directly inside REP Helper, where the relevant activity records, metrics, reports, and documentation live. Keep conversations closer to the source of truth.
Review client reports without chasing files
Access client REPS and STR material participation reports directly in the portal. Clients no longer need to download reports, package evidence, or send documentation manually by email.
Customize oversight around each client’s situation
Set compliance targets based on each client’s portfolio, filing profile, property mix, grouping assumptions, and REPS or STR material participation goals. Give clients clearer expectations, reduce documentation gaps, and support better compliance with less friction.
Pair every client with the right CPA — solo or team
Assign a dedicated CPA lead to work 1-on-1 with each client, or bring in a full team of CPAs to support larger customers. Match firm capacity to client complexity without losing visibility or accountability.
Get alerted before key metrics slip
Set up notifications that fire the moment a client’s metrics — hours pace, logging lag, evidence coverage — start trending toward risk. Step in early, not after tax season.
Three shifts the CPA Portal
unlocks for your firm
A platform isn’t just a tool change. It’s a different way of working with real estate clients.
Move REPS & STR support upstream
Help clients stay aligned throughout the year instead of reviewing documentation only at tax time.
Replace scattered tools with one secure system of record
Spreadsheets, email attachments, calendar notes, and stray files unify into a single platform.
Give CPA teams a consistent way to review every client
Progress, documentation quality, settings, and year-end reports across multiple clients — at firm scale.
Security yourfirm and clients can trust
REP Helper has been independently assessed and validated by TAC Security — so CPA firms can recommend our platform with confidence.
Verified & secured by TAC Security
REP Helper is independently assessed and CASA (Cloud Application Security Assessment) Tier 2 certified through the ESOF (Enterprise Security in One Framework) program.
256-bit encryption
Bank-level encryption for all data, in transit and at rest.
Regular audits & pen tests
Independent security audits and penetration testing on a recurring cadence.
Strict access controls
Authentication and least-privilege access enforced across the platform.
Redundant backups
Automatic backups with geographic redundancy keep client data safe.
From Year-End Scramble toYear-Round Oversight
Year-end scramble.
- Clients track hours in spreadsheets, notes, emails, and memory
- CPAs operate in the dark with limited visibility into client tracking
- CPA review happens late in the year or during tax preparation
- Hard to tell whether clients log hours contemporaneously
- Documentation quality is hard to evaluate until year-end
- Client assumptions may not match CPA methodology
- Reports and evidence are manually downloaded and emailed
- Communication scattered across disconnected email threads
- Firms struggle to scale REPS and STR support consistently
Year-round oversight.
- Clients document activity in one purpose-built system
- CPAs get real-time visibility into progress, quality, and emerging issues
- CPAs monitor progress throughout the year
- CPAs see logging lag time in real time and intervene early
- CPA teams review lag time, evidence coverage, descriptions, and reports
- CPAs help configure account settings earlier
- CPAs access reports directly in the portal
- Collaboration happens inside the client account
- Firms get a repeatable workflow for real estate clients
A better documentation workflow
for your clients
REP Helper helps property owners track rental activity, document their work, attach evidence, monitor REPS & STR progress, and keep their CPA aligned throughout the year.
CPA-guided account setup
Filing profile, property type, grouping, and travel settings — configured the right way from day one.
Centralized activity records
All hours, evidence, and property documentation live in one searchable system.
Real-time progress visibility
See REPS and STR material participation progress, scores, and gaps as they happen.
In-app CPA collaboration
Conversations live next to the records, metrics, and reports they reference.
Easier year-end reporting
Reports and evidence are organized, current, and shareable with no manual packaging.
Less reliance on spreadsheets
Replace email attachments, calendar notes, and manual document transfers — for good.
The most complete platform for REPS & STR readiness
Bring clients, CPAs, documentation, progress tracking, compliance metrics, collaboration, and year-end reports into one secure system.