What's New in
REPSShield

After eight months of development, REPSShield v2 is a complete rebuild — new infrastructure, new interface, and significantly expanded capabilities for real estate professionals who need airtight IRS documentation.

What’s New

AI Activity Categorization

Connect your Google Calendar, Outlook, or Apple Calendar and REPSShield’s AI engine automatically classifies each event against the 14 IRS-recognized qualifying activity categories. Review and confirm in bulk, or let auto-confirm handle recurring activity types you’ve already approved.

The AI references your property portfolio when interpreting events — a meeting titled “Maple Street walkthrough” is recognized as property management at that specific address, not a generic appointment.

Material Participation Analysis

Previously, REPSShield tracked your annual 750-hour REP qualification. v2 adds per-property material participation tracking with all seven IRS tests:

1. More than 500 hours in the activity
2. Substantially all participation
3. More than 100 hours, not less than any other person
4. Significant participation (100+ hours, aggregate >500)
5. Material participation in any 5 of the prior 10 years
6. Personal service activity with any prior material participation
7. Facts and circumstances test (17+ hours/week)

Each property shows which tests you pass, which you’re on track for, and which require more activity this year.

Audit-Ready PDF Reports

Generate IRS-formatted contemporaneous time logs at any point in the year — not just at tax time. Reports include:

• Summary schedule matching Form 8582 requirements
• Per-property hour breakdown by activity category
• Timestamped entry log with corroborating evidence references
• Material participation test results for each property

Reports are generated in your browser and never stored on our servers in unencrypted form.

CPA Share Link (Premium)

Share a read-only link with your CPA or tax preparer. They can view your full time log, download the audit-ready PDF, and see the material participation analysis — without needing a REPSShield account. Links expire after 90 days or can be revoked at any time from your account settings.

New Dashboard

The v2 dashboard shows your real-time progress toward both the 750-hour threshold and the more-than-half-time test simultaneously. A daily pace indicator tells you how many hours per week you need for the remainder of the year to qualify, based on hours logged so far.

Migration from v1

If you have an existing REPSShield v1 account, your data migrates automatically. Log in with your existing credentials at the same URL. Historical time log entries retain their original timestamps and categorizations.

Calendar connections need to be re-authorized — the v2 OAuth scope is broader to support the AI categorization features.

Pricing

v2 introduces two plans:

• Base ($10/month annual, $15/month): Manual time entry, 14 activity categories, up to 3 properties, IRS-formatted time log
• Premium ($29/month annual, $39/month): Everything in Base plus AI calendar sync, unlimited properties, audit-ready PDF reports, material participation analysis, CPA export, AI Tax Advisor chat, priority support

All accounts start with a 14-day full Premium trial, no credit card required.

Known Issues

• Calendar sync with shared Google Calendars (organization-managed accounts) requires IT approval of the OAuth app. Enterprise accounts: contact support.
• Apple Calendar sync on iOS 17 requires enabling “Calendars” access in Settings > Privacy for the REPSShield app.
• Dark mode preference does not yet sync across devices — it is stored per-browser.

These will be addressed in v2.0.1, expected within two weeks.