Your Clients Are Losing
Tax Benefits.
You Just Don't Know It Yet.
ParticipationPro gives advisors and strategy vendors real-time visibility into material participation compliance — before the IRS does.
A $100K Problem Hiding in Plain Sight
Material participation strategies require 100+ documented hours annually. Miss the hours, lose the entire tax benefit — often six or seven figures.
Strategy Vendors
Clients fail. You get blamed.
When a client doesn't meet the participation requirement, they get hit with a massive tax bill — and blame your strategy. No systematic way to monitor compliance across your portfolio.
Advisors & CPAs
Zero visibility. Full liability.
No way to know if clients are actually logging hours. No documentation proving you informed them. When the IRS audits, you're exposed — and your reputation is on the line.
Clients / Investors
Spreadsheets and sticky notes.
Hours tracked in scattered places — or not at all. No understanding of what counts. Procrastination until year-end, then a panicked scramble that often falls short.
One Platform. Three Portals. Complete Compliance.
ParticipationPro connects strategy vendors, advisors, and clients in a single compliance ecosystem with real-time visibility at every level.
Configure & Monitor
Define participation requirements, training content, activity categories, and reminder schedules. See compliance rates across your entire advisor network.
- Self-serve strategy configuration
- Training module management
- Portfolio-wide compliance analytics
- White-label branding controls
Protect & Grow
Dashboard showing every client's compliance status. At-risk alerts before problems become disasters. An immutable audit trail that's your legal shield.
- Client portfolio compliance view
- At-risk alerts & interventions
- Advisor Protection Reports
- Strategy marketplace discovery
Track & Prove
Dead simple hour logging with AI assistance, gamified engagement to stay on track, and physical documentation that survives an IRS audit.
- AI-powered hour logging
- Gamification & streaks
- Monthly print-and-file workflow
- Year-end compliance certificate
Seven Interlocking Systems
Not just a tracker. A complete compliance, documentation, communication, and distribution platform built for the material participation ecosystem.
Core Compliance Platform
Multi-tenant tracking, AI-powered logging, calendar sync, and training modules.
AI Validation — "What Counts?"
Three-layer model: hard block, warn + acknowledge, optional advisor review queue.
Gamification Engine
XP, levels, streaks, badges, Compliance Score. Turns a chore into a habit.
Physical Docs — "The Binder"
Branded binder shipped at onboarding. Monthly print workflow. The IRS gold standard.
Reminder Engine — "The Shield"
6-level escalation, multi-channel delivery, immutable audit log. Your legal protection.
Bitcoin-Anchored Records
Daily Merkle root anchored to Bitcoin via OpenTimestamps. Zero cost. Independently verifiable.
Strategy Vendor Portal
Self-serve configuration of requirements, training, categories, and branding.
Strategy Marketplace
Advisors discover new strategies for their clients. Built-in attribution tracks every referral.
Compensation Management
Tiered commissions, per-advisor overrides, clawback rules, 1099 generation.
Launch Partner
CAVU Aircraft Group
Fractional Jet Ownership — first strategy vendor on the platform
Pathways
Categories
Tasks
Complete
What No Competitor Has
REPSLog covers real estate. We cover the entire material participation ecosystem — jets, battery storage, equipment leasing, oil & gas, and more.
| Feature | ParticipationPro | REPSLog | Spreadsheets |
|---|---|---|---|
| Multi-strategy support | Yes | No | No |
| White-label B2B2C | 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 |
| Affiliate marketplace | Yes | No | No |
| Advisor protection reports | Yes | No | No |
| AI hour logging | Yes | No | No |
Simple, Transparent Pricing
Free for vendors. Affordable for advisors. Priceless for compliance.
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/year — custom domain, your branding everywhere, priority support
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
Deal-Flow Bonus: Refer your first client to a vendor strategy and get 12 months of Essential free.
One referred deal = 172 months of subscription value. The math works.
Stop Hoping Your Clients Are Compliant.
Start Knowing.
Every day without visibility is another day of liability exposure. ParticipationPro gives you the compliance engine, the audit trail, and the legal shield — starting today.
30-day free trial. Cancel anytime. Your data is always yours.