Your Clients Are Losing
Tax Benefits.
You just don't know it yet.
Real-time material participation compliance for advisors — at-risk alerts, protection reports, and a timestamped record of the reminders you sent.
Essential plan
Hour tracking
First-payment refund
Activity records
The problem
The advisor liability trap
Your clients need to document the hours required by their strategy and participation test. If they miss the requirement, they lose the tax benefit — and you're the one who sold them the strategy.
This is what compliance failure looks like.
Scattered documents. No visibility. Full liability.
Full liability, zero visibility
You have no way to know if clients are actually logging hours. When the IRS audits, you're exposed with no documentation trail.
No proof you warned them
"My advisor never told me I had to do this." Without a timestamped record of every reminder — it's your word against theirs.
Year-end scramble is too late
By December, it's over. Clients can't manufacture a year of hours in two weeks. You need real-time pace tracking and early intervention.
Built for advisors
Everything you need to document and organize your practice
Client Portfolio Dashboard
Every client's Compliance Score, pace indicator, last log date, and risk level — in one view.
At-Risk Alerts
Automatic notifications when clients fall behind pace, miss logging windows, or skip required tasks.
Advisor Protection Reports
A per-client report of reminders sent and attestations signed, with timestamps.
Multi-Channel Reminders
Email and in-app today; SMS is coming in v1. 6-level escalation from gentle nudge to urgent alert. You set the cadence.
Compliance Analytics
Portfolio view of client scores and at-risk alerts, so you can see who needs a nudge.
Strategy Marketplace
Discover new material participation strategies for your clients — jets, battery storage, equipment leasing.
The platform
Interlocking systems
Not a tracker. A complete compliance, documentation, and communication platform.
Core Compliance Platform
Multi-tenant tracking, AI-assisted text logging, and training modules. Calendar integration and voice logging (coming in v1).
Gamification Engine
XP, levels, streaks, badges, Compliance Score. Turns a compliance chore into an engaging habit.
Strategy Marketplace
Advisors discover new material participation strategies. Vendors get distribution. Everyone wins.
Physical Documentation
“The Binder”A branded physical binder for each client, with a monthly print-and-file workflow for signed, dated summaries. Planned for v1; not available today. When it launches it will be an optional add-on, purchased separately and non-refundable once printed.
Reminder Engine + Audit Log
"The Shield"Differentiator6-level escalation ladder from gentle nudge to urgent alert. Multi-channel delivery: email and in-app today, with SMS (coming in v1). Reminders sent are recorded in an append-only, hash-chained audit log; the application provides no way to edit or delete entries.
Bitcoin-Anchored Records
OpenTimestampsDaily Merkle root of all audit log entries, attestations, and evidence hashes anchored to the Bitcoin blockchain via OpenTimestamps. Verifiable against the public Bitcoin blockchain. Zero ongoing cost.
Example Strategy
Fractional Jet Ownership
A strategy configured on the platform with pathways, categories, tasks, and training.
What's included
What the platform includes today
We didn't build a generic tracker and slap “compliance” on it. Here is what you get, from hour logging to the Bitcoin-anchored audit log.
- Basic hour logging
- Multi-strategy support (jets, battery, equipment)
- White-label advisor portals
- Gamification engine
- Physical binder workflow Coming in v1
- Append-only, hash-chained audit log
- Bitcoin-anchored records
- Vendor self-serve portal
- Strategy marketplace
- Advisor protection reports
- AI-assisted text logging
Free assessment
How exposed is your practice?
4 questions. 60 seconds. Find out if your material participation compliance process has gaps that could cost your clients — and your reputation.
No signup required. Results are instant.
Pricing
Simple, transparent pricing
Free for vendors. Simple flat pricing for advisors.
For Advisors
Essential
Everything you need to document your practice
or $970/year, billed annually
- Up to 25 clients
- Compliance Score dashboard
- At-risk alerts
- Advisor Protection Reports
- Multi-channel reminders
- CPA review packages (coming in v1)
Full refund of your first payment within 30 days, on any advisor plan. One refund per business. Cancel anytime online.
White-Label — $1,970/yr, annual only
Unlimited clients, 5 seats, custom domain, your branding
For Vendors
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
Featured — $997/mo
Featured marketplace placement
Premier — $2,997/mo
Top placement, dedicated account manager
Common questions
Frequently asked questions
A per-client report of reminders sent and attestations signed, with timestamps.
Yes, on the White-Label plan ($1,970/year). You get your own domain, logo, and colors. Your clients see your brand — not ParticipationPro. Essential plan users get the ParticipationPro branding with your name displayed.
No. You can use ParticipationPro for any material participation strategy — whether the vendor is on our platform or not. If the vendor IS on our platform, you'll get pre-configured strategy requirements automatically. If not, you can set up custom tracking.
No. Access is scoped by role and tenant in the application, and automated tenant-isolation tests cover this. Clients see their own participation data, and advisors see their own client portfolio.
Your data belongs to you. Records are retained for at least seven years.
Spreadsheets have no reminders, no audit trail, no proof you informed your clients, and no gamification to drive compliance. ParticipationPro is a complete compliance system — not just a place to type numbers.
Data is encrypted in transit (HTTPS, HSTS enforced) and at rest by our infrastructure providers (Supabase, Vercel). Access is scoped by role and tenant in the application, and our audit log is append-only and hash-chained; the application provides no way to edit or delete entries. Audit records are optionally anchored to the Bitcoin blockchain for independent verification.
No cryptocurrency involved. We create a daily cryptographic fingerprint (Merkle root) of all audit log entries and anchor it to the Bitcoin blockchain via OpenTimestamps. This provides independent, third-party proof that your records existed at a specific point in time and have not been altered since. It costs us nothing and requires nothing from you. It supports your records; it cannot promise any audit outcome.
Secured by
Encrypted
HTTPS in transit, at rest via our providers
Bitcoin-Anchored
OpenTimestamps verified
Tenant-Scoped
Isolation covered by automated tests
Stop hoping your clients are compliant.
Start knowing.
Start tracking now so records are contemporaneous. Get the compliance engine and the audit trail in place before the year-end scramble.
Full refund of your first payment within 30 days, on any advisor plan. Cancel anytime online.