The Exchange's Long-Overdue Digital Upgrade

Exchangors are still mailing documents, sharing sensitive data in unencrypted emails, and waiting for calls to be returned during business hours. i1031 changes that — completely.

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An Analog Process in a Digital World

The framework for 1031 exchanges was established in the 1980s. Times have changed since then, but for the most part, 1031 exchanges have not.

‍Exchangors are still mailing documents for verification, sharing sensitive data in unencrypted emails, and waiting for calls to be returned during Qualified Intermediaries' office hours.This approach is more than an inconvenience; it's a risk.

When assets worth millions are in flux, paper-based processes, "envelope tricks," and phone-tag games are liabilities that would be considered intolerable in any other financial transaction.

This 'analog' status quo is unacceptable to modern investors who expect exchanges to be as seamless and straightforward as any other modern financial experience.

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‍Total Operational Control.

i1031 replaces fragmented processes with a structured digital exchange environment—combining deadlines, property identification, trust accounting, messaging, and compliance into a single secure dashboard.

45- and 180-day deadline tracking

Exchange trust account visibility

Digital property identification and revocation

Real-time task and compliance checkpoints

Secure in-app QI communication

Ask a question. Get a real answer—instantly.

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You shouldn't have to wonder if your wire instructions are secure or if your 45-day window is being tracked accurately.

You deserve a process that moves at 5G speeds, not the pace of a postal worker

i1031 is the answer

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Designed for Modern Exchangors

Whether you're building your first portfolio or protecting a legacy, i1031 meets you where you are.

Modern Investors
Legacy Investors
The Modern, Mobile-Native Experience for 1031 Exchanges
Managing your 1031 exchange should be as seamless and straightforward as any other modern financial or investment experience. i1031's mobile-native dashboard gives you control and visibility without sacrificing security or compliance standards. Instead of waiting for a business-hour callback or a status update that's already eight hours old, you receive instant platform alerts the second a milestone is reached — allowing you to manage your exchange on your own device, on your own terms, and on your own time.
Process Your Paperwork Without the Postage
For too long, 1031 exchanges have been an analog process in a digital world. i1031 replaces the "print-sign-mail-scan" status quo with a digital-first environment so you can meet strict IRS deadlines from your office chair or a beach chair. From five-minute onboarding to instant digital property identification, i1031 is redefining tax deferrals for modern investors.
Get AI-Powered Answers Anytime From Clera™
Legacy firms process your 1031 exchange during business hours, but i1031 never sleeps. Clera™, our contextual AI co-pilot and proactive compliance monitor, knows all about your specific transaction and will provide the "Clera-fications" you need at any time. Instead of searching through scattered emails or waiting through holiday weekends, Clera™ delivers the escrow status updates and IRC 1031 milestone verification you need instantly.
Total Transactional Transparency Meets Institutional-Grade Security
Traditional 1031 exchanges have been defined by opaque processes for too long. i1031 replaces legacy processes with a hardened digital vault powered by Citrix-grade infrastructure and bank-level encryption. This secure architecture synchronizes your trust accounts and task checkpoints in real-time — allowing you to track wire receipts, monitor deadlines, and generate audit-ready reports with a single click.
The Value Proposition
Modern investors deserve a better experience than the tired "analog" 1031 exchanges that rely on Postal-Service-paced processes and "we'll call you back" communication. i1031 transforms exchanges into mobile-native experiences, with a sleek, digital-first dashboard that replaces legacy friction with instant transparency and autonomy. i1031 empowers you to manage your exchange with the speed and sophistication of a modern financial app so you can stay focused on your future instead of another follow-up phone call.

‍"Execute 1031 Exchanges on Your Terms & Your Time."
Replace "Status Quo" with "In the Know"
Waiting for verification or answers to time-sensitive questions should be unacceptable when you're dealing with strict deadlines and overseeing exchanges worth millions of dollars in assets — even if that's "how it's always been done." With i1031, you can verify exactly when funds are received and monitor each task's checkpoints. Instead of waiting on "your guy" to verify the status or safety of your assets, you can get timely answers, immediate clarity, and constant visibility into your exchange trust accounts.
Technology Won't Threaten Your Exchange — But a Lack of Documentation Will
The IRS is the 800-pound gorilla behind every 1031 exchange; if they come knocking, sorting through scattered paperwork and email chains isn't just a logistical nightmare — it can have costly real-world consequences. i1031 transforms compliance by capturing every keystroke, signature, and fund movement in a verifiable record that becomes a defensible, audit-ready report with a single click.
Sophisticated Safeguards for Every Step
In an industry prone to human errors and "envelope tricks," i1031 offers precision and protections built on IRC Section 1031 architecture. Our workflows prevent avoidable — and costly — mistakes before they happen with Triple Custody wire protocols, constructive receipt safeguards, and automated deadline monitoring. We're moving 1031 exchanges out of the "analog" era of manual processes by delivering top-tier financial security and modern technological efficiency.
Digital Assistants Can't Replace Professional Judgment — But They Can Enhance It
i1031 combines broad institutional knowledge through Clera™, our AI assistant, with the personal oversight of a Qualified Intermediary. i1031 guides you through complex tax-deferral mechanics and establishes a clearly structured environment where standards are sacred and your interests are inviolable.
The Value Proposition
The status quo of your 1031 exchanges is intrinsically vulnerable to manual errors and a lack of defensible IRS documentation. i1031 replaces "black box" uncertainty with impeccable documentation and Triple Custody protocols, bridging the gap between traditional fiduciary care and modern security. With i1031 as your proactive compliance and process guide, you'll protect your assets and produce permanent evidence that keeps the IRS at bay so the full value of your asset stays where it belongs — in your portfolio.

‍"Making Exchanges Dependable, Defensible, and Definitive with i1031."

5mins

Average exchange onboarding time

100%

Real-time deadline visibility across every exchange

24/7

Secure platform access for all participants

Institutional-Grade Security at Every Step

i1031 eliminates the "black box" of traditional exchanges with architecture purpose-built for high-stakes transactions.

Triple Custody Wire Protocols

Every fund movement is protected by Triple Custody wire protocols and constructive receipt safeguards, preventing the manual errors that plague traditional exchanges.

Your capital moves only when every checkpoint is verified.

Citrix-Grade Encrypted Vault

A hardened digital vault powered by Citrix-grade infrastructure and bank-level encryption synchronizes your trust accounts and task checkpoints in real-time

No more unencrypted emails, no more paper trails.

Audit-Ready Compliance Reports

Every keystroke, signature, and fund movement is captured in a verifiable record. When the IRS comes knocking, a defensible, audit-ready report is one click away.

Protecting your step-up in basis and your heirs.

Simple Pricing

No escrow markups. No per-property surcharges. Zero surprise add-ons.

Rated 4.8/5 from over 800 reviews.
Monthly
Yearly
BASIC

$22

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

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FLAT EXCHANGE PRICING

$500

Per relinquished property

$500 Administrative Exchange Fee waived if Exchange contract exceeds 30 days after relinquished property close date.

45-Day & 180-Day Deadline Tracking

Digital Property Identification & Revocation

Trust Account FDIC Insurance up to $50 million

Secure In-App QI Messaging

UETA-Compliant Digital Signatures

Clera™ Contextual AI Assistant

Real-Time Notifications (Email + SMS)

Triple custody wire transfer protocol

Fidelity Bond Coverage

Immutable Audit Trail

Errors & Omissions Insurance

Audit Ready Exchange Report

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Pro

$124

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

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BASIC

$22

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

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POPULAR PLAN
STANDARD

$46

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

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Pro

$144

Per member, per month

3 active projects

Up to 10 blocks

Team Management

API Integrations

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FAQ

i1031 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges administered in accordance with applicable regulations and established banking frameworks

All Questions
What Is i1031?
Why should I trust i1031 with my exchange?
Is i1031 an actual Qualified Intermediary of record?
How are my exchange funds protected?
Is i1031 different from traditional Qualified Intermediaries?
Can I grant my CPA or Attorney access to my dashboard?
Is i1031 a “DIY” software platform?
Is the platform compliant with IRS 1031 regulations?
What visibility do I have during my exchange?
How does i1031 improve speed without sacrificing security?
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Identify and Revoke Properties in Minutes

Every exchange is different.
Your AI assistant understands your specific transaction, not generic rules.

Add replacement properties digitally

Revoke properties with confirmation controls

Immutable date and time stamps

Full audit trail preserved automatically

Every action is logged. Every change is provable.

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All the features you need

FEATURE
45-Day & 180-Day Deadline Tracking
Digital Property Identification & Revocation
Exchange Trust Account Visibility
Secure In-App QI Messaging
UETA-Compliant Digital Signatures
Contextual AI Assistant
ContextuaReal-Time Notifications (Email + SMS)l AI Assistant
Institutional Banking Custody
Fidelity Bond Coverage
Errors & Omissions Insurance
Immutable Audit Trail

i1031 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges combining institutional banking with compliance focused processes and real time visibility.

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179 customer reviews

4.8

179 user reviews

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