Built for real estate professionals
Your agents work hard to get paid. Give them the system for what happens next.
Your brokerage provides the technology, training, and support that help agents build their businesses and close transactions. AgentTaxPackage™ gives those professionals a system for organizing the financial activity their work creates.
Mileage. Expenses. Receipts. Income. Clients. Properties. Vendors. Transactions. Tax Records. CPA Ready Reporting.
Your technology helps agents produce revenue. ATP helps them manage what comes next.
A closing creates more than commission income. It can create mileage, expenses, receipts, vendor payments, property records, client activity, and documentation the agent will eventually need for tax preparation. ATP keeps that activity connected and organized throughout the year.
- Lead generation
- Client service
- Transaction
- Commission
- Financial business record
One connected system built around a real estate business.
ATP brings the financial activity of a real estate professional into one organized system built around the way agents actually work.
Expenses and receipts
Capture business expenses and keep the receipt, vendor, category, date, and business purpose together.
Mileage and business purpose
Give agents multiple ways to document business travel while preserving the real estate context behind every trip. Map, Odometer, and Manual are available now. Automatic GPS tracking is coming soon.
Clients, properties, and projects
Connect financial activity to the people, properties, and work that created it.
Income tracking
Keep commission and other business income alongside the records of business activity.
Vendors
Maintain the businesses and professionals the agent pays throughout the year.
Transactions
See the financial activity connected to a property or transaction.
Tax records
Maintain organized records throughout the year instead of reconstructing them later.
CPA ready reporting
Bring the year's records together in an organized package for a qualified tax professional.
A practical agent benefit with real professional value.
Professional business infrastructure
Give agents access to a system built specifically for the financial operation of a real estate business.
Recruiting differentiation
Add a useful professional resource to the brokerage's recruiting and agent benefit package.
Retention value
Provide a system agents can use throughout the year, not only during a transaction.
Education and adoption support
Pair ATP with educational presentations, product walkthroughs, and rollout support for participating agents.
The brokerage provides the benefit. The agent maintains the records.
Each professional controls their own ATP account and financial records. The brokerage provides access to ATP as a professional benefit but cannot access, review, manage, or approve the agent's private financial information.
ATP complements the technology your brokerage already uses.
Revenue production
Financial business operations
AgentTaxPackage™
Your technology stack helps agents produce revenue. ATP helps them organize the financial business activity that revenue creates.
Simple for the brokerage. Valuable for the professional.
Step 1
Tell us about your brokerage
Share the approximate number of real estate professionals you want to include.
Step 2
Establish brokerage pricing
ATP provides preferred pricing based on participating account volume.
Step 3
Introduce ATP to your agents
ATP can support the rollout with a presentation, educational session, and product walkthrough.
Step 4
Agents use ATP independently
Each participating professional uses ATP to organize the financial activity of their own real estate business.
Help your agents run their real estate businesses like businesses.
Brokerage partners can pair ATP with a practical educational session covering mileage documentation, expense organization, receipt habits, income records, property and client activity, and year round tax readiness.
Program
Run Your Real Estate Business Like the Business It Is
- Understanding the financial operation of a real estate business
- Organizing income and expenses throughout the year
- Documenting mileage and business purpose
- Building better receipt habits
- Connecting activity to clients and properties
- Preparing organized records for a tax professional
These sessions provide business recordkeeping education and ATP product education. AgentTaxPackage™ and its representatives do not provide individualized tax, legal, or accounting advice.
Preferred Brokerage Pricing
Volume pricing is available for brokerages that want to offer ATP as an agent benefit. Pricing is based on the number of participating professional accounts.
Individual ATP
$10.99per month
Real estate professionals work differently.
Traditional corporate expense systems are built around employee approvals and reimbursements. Real estate professionals operate individual businesses and need records organized around clients, properties, transactions, mileage, income, and tax preparation.
Traditional system
AgentTaxPackage™