1031 SaaS

1031 SaaS: your whole exchange practice in the cloud

DeferAlly is software-as-a-service for the 1031 industry. There's nothing to install and no servers to maintain. Your team signs in from any browser, your clients use a branded portal, and new features arrive automatically. It's a simple subscription that replaces a stack of disconnected tools.

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Why 1031 firms are moving to SaaS

Exchange work is time-critical and increasingly remote. Closings happen across states, clients expect instant answers, and teams work from offices, homes and closing tables. Desktop software and on-premise servers make that harder: updates are slow, access is limited and backups depend on someone remembering to run them.

A 1031 SaaS platform puts every exchange file in a secure cloud workspace your team can reach anywhere, with the same deadlines, documents and balances for everyone.

What you get with DeferAlly's 1031 SaaS

  • Browser-based access for your whole team, with role-based permissions and multi-factor sign-in.
  • Continuous updates: new automations, integrations and improvements without upgrade projects.
  • Built-in e-signature, client portal and AI assistant, not extra subscriptions to buy separately.
  • In-app video meetings with clients, so consultations happen inside the exchange file.
  • Email and SMS client updates with delivery tracking.
  • Exportable audit logs and records, so your data is always yours.

Simple, transparent pricing

DeferAlly offers straightforward plans billed monthly or annually. Professional is built for smaller QIs, attorneys, RIAs and wealth managers, with up to 5 team seats and up to 100 exchanges a year. Elite is built for growing and high-volume firms, with 10+ seats, 100+ exchanges a year, priority onboarding and free 24/7 priority support, plus an optional HubSpot or Salesforce CRM sync add-on. Custom plans add unlimited exchanges, SSO, API access, multi-entity management and dedicated infrastructure.

There are no setup fees on standard plans, and you can cancel anytime.

Security in a SaaS model

Exchange data is sensitive, so DeferAlly is built with role-based access, multi-factor authentication for staff, a full audit trail of user actions and published security practices in our Trust Center. Enterprise customers can request our security questionnaire responses.

Frequently asked questions

What is 1031 SaaS?

1031 SaaS is cloud-based, subscription software for managing 1031 exchanges. It runs in a browser with no installation and includes updates, hosting and support in the subscription.

How much does DeferAlly cost?

DeferAlly offers Professional and Elite plans billed monthly or annually, plus Custom plans for institutions. Current pricing is listed on the DeferAlly pricing page.

Do I need IT staff to run DeferAlly?

No. DeferAlly is fully hosted. Your team signs in from a browser and DeferAlly handles hosting, updates and backups.