AgentTaxPackageAgentTaxPackage™

Business and tax readiness for real estate professionals

Run Your Business.Close More.Keep More.

ATP connects your mileage, expenses, receipts, income, clients, properties, vendors, and transactions in one system built for the way real estate professionals work.

Built for real estate. Ready for tax time.

Start Free TrialSee How ATP Works

$10.99 per month. No credit card required.

Illustration of real estate professionals meeting clients, showing properties, and closing business
AgentTaxPackage dashboard showing mileage, expenses, receipts, income, recent activity, and tax readiness
See your business activity, missing records, and tax readiness in one connected view.

Real estate work creates business activity. ATP captures it, connects it, explains it, and helps you act on it.

The tax ready business platform built for real estate professionals.

How ATP works

Do the Work → Capture It → Connect It → Understand It → Act on It

Illustration of two real estate professionals showing a home to clients and marketing a listing

Stage 01

Do the Work

Meet buyers and sellers. Show properties. Market listings. Work with investors. Drive to appointments. Negotiate transactions. Close business. Every activity creates information that matters.

  • Client meetings, showings, and listing appointments
  • Marketing, investor work, and negotiations
  • Drives between appointments and closings
Illustration of an agent starting a business trip on a phone while another scans a receipt

Stage 02

Capture It

Record mileage, scan receipts, enter expenses, and capture income while the activity is still fresh.

  • Start and finish a business trip
  • Record the route, mileage, and business purpose
  • Scan or upload a receipt
  • Record an expense
  • Enter commission or other business income

Mileage stays its own record type. An estimated mileage deduction is never stored or shown as a cash expense.

ATP Map mileage experience showing a multi stop business trip connected to clients, properties, and business purposes.
Trips recorded with route, miles, and business purpose.
AgentTaxPackage expense record with receipt attached
Expenses captured with the receipt attached.
Illustration of two professionals linking property, client, and receipt cards together

Stage 03

Connect It

Connect every record to the business activity behind it.

  • A client, a property, a project, or a transaction
  • General business, buyer representation, or listing marketing
  • A vendor, a business purpose, and an expense category

Generic applications record transactions. ATP connects those records to the clients, properties, and transactions that created them.

AgentTaxPackage property record with related business activity
A property holds the expenses, mileage, income, and documentation behind it.
Illustration of two professionals reviewing a business dashboard with charts and progress

Stage 04

Understand It

See what your business is costing, producing, and still missing.

  • Mileage, expenses, receipts, and income
  • Missing documentation, Tax Readiness Score™, and Daily Close™ status
  • Client, property, and transaction activity
  • The profitability behind your production

Your commission is revenue. It is not automatically profit. ATP helps you understand the financial activity behind your production.

AgentTaxPackage dashboard showing business activity and tax readiness
One view of the business your work created.
Illustration of an agent completing records and handing over an organized report while a colleague closes a sale

Stage 05

Act on It

Complete missing records, prepare organized reports for your tax professional, and return your attention to productive work.

  • Complete a missing receipt and confirm the business purpose
  • Review tax readiness before the year ends
  • Prepare a CPA ready report
  • Get back to buyers, sellers, listings, investors, and closings

Less reconstruction. More visibility. More time for buyers, sellers, listings, investors, and closings.

AgentTaxPackage Receipt Center showing documentation status
Receipt Center shows what still needs documentation.
AgentTaxPackage reports interface
Organized records ready for your tax professional.

Map | GPS | Odometer | Manual

More than miles. Capture the business purpose behind every drive.

Record business mileage using Map, Odometer, or Manual today, with automatic GPS tracking coming soon. ATP connects each trip to the client, property or project, and business purpose behind the drive.

Map

Available Now

Build a trip with a starting location and multiple stops. Google Maps calculates the route and distance. ATP connects the drive to the client, property or project, and purpose behind it.

  • Start
  • Stop 1
  • Stop 2
  • Additional Stops
  • Review Mileage

GPS

Coming Soon

Automatic GPS trip detection is coming soon. GPS will record the drive first, then allow the agent to classify it and connect it to a client, property or project, and business purpose.

In the meantime, use Map, Odometer, or Manual to record business mileage.

Odometer

Available Now

Enter actual beginning and ending vehicle readings while preserving the purpose and business context of the trip.

Manual

Available Now

Quickly record known business mileage without building a route or entering odometer readings.

ATP Mileage showing a multi stop Map trip and the GPS Tracking Coming Soon experience.
Choose how you record the drive. ATP keeps the business context connected. The estimated mileage deduction reflects the current 76¢ per mile business rate. It is not an expense or money spent.

Google Maps explains where you drove. ATP explains why the drive mattered to your real estate business.

Where did you drive?
Google Maps
Why did you drive there?
ATP Business Purpose
Who was it for?
ATP Client
What property or project was involved?
ATP Property or Project
What could it mean for taxes?
ATP Estimated Mileage Deduction

One connected system for the business behind every closing.

  • Mileage and business purpose
  • Expenses and receipts
  • Clients
  • Properties and projects
  • Income
  • Vendors
  • Transactions
  • Tax records
  • CPA ready reports

Less reconstruction. More production.

When your business records are current, you can spend less time searching for receipts and rebuilding mileage logs. You can spend more time prospecting, following up, serving clients, finding buyers, earning listings, working with investors, and closing business.

$10.99per month

One complete system for your real estate business.

  • Full access to the ATP system
  • Mileage, expenses, receipts, and income
  • Clients, properties, projects, and transactions
  • Vendors and tax records
  • CPA ready reports
Start Free Trial

Free trial with no credit card required. Cancel anytime during the trial and you are not charged. After the trial, ATP is $10.99 per month.

Questions

Before you start

More answers in the full FAQ.

Run the business behind every closing.

Capture the activity. Connect the records. Understand the numbers. Stay ready for tax time.

Start Free Trial

Run Your Business. Close More. Keep More.

$10.99 per month. No credit card required.