Private beta
Your real-estate clients' records, organized the way you need them.
Clients who run their portfolios on Nestworthy can connect you in one tap. You get their properties, ledger, confirmed REP hours, depreciation schedules and Schedule E draft, read-only, always current, with a planning memo drafted from the records for you to review.
Clients connect you, not the other way round
You send a request; the client accepts inside their own account. No passwords, no bank logins, no files emailed back and forth. They can disconnect any time and see every view you make.
The third REP test, on the record
Nestworthy shows which REP tests the records support and never asserts status. Material participation is yours to confirm, and your confirmation is dated and shown to the client.
Planning memos you review, not write from scratch
A draft from the client's actual numbers: facts, opportunities with estimate ranges and their basis, risks an examiner would test, questions for the client, next steps. Edit, mark reviewed, print.
Same numbers the client sees
Every figure comes from one canonical function shared with the client's Tax Center, so your view can never disagree with theirs.
Confirmed hours only
System-drafted REP entries don't count until the taxpayer confirms them. What you see is what they stood behind, with the drafted remainder shown separately.
Built like infrastructure
Encrypted at rest, signature-verified integrations, published security and retention policies, a public status page. Third-party attestations are on the roadmap; the controls are in production today.