Three modes
One assistant, three jobs
Switch modes depending on what you need: speed, guidance, or a second set of eyes.
Included in every plan
Quick
Log in seconds
The fastest way to log. Describe what you did — in text or by voice on Advisor — and Quick structures it into a clean, categorized entry.
- Natural-language entry creation
- Smart activity & hour-type suggestions
- One-tap approve into your ledger
Shield Advisor
Advisor
Guidance grounded in real tax law
Ask REP questions and get answers grounded in IRS guidance and Tax Court cases — plus proactive suggestions to strengthen your position.
- Answers cited to IRS guidance & court cases
- Activity optimization suggestions
- Audit-prep guidance & progress planning
Shield Advisor
Compliance
Audit your log for risk flags
Compliance mode reviews your time entries the way an auditor would — flagging vague descriptions, missing evidence, and classification risks.
- Risk-flag scan across your entries
- Description quality & evidence checks
- Fix suggestions before tax season
Advisor capabilities
Capture and evidence, handled by AI
Voice logging
Shield AdvisorSpeak naturally about what you did — from the property, between showings, wherever the work happens.
“Spent 2 hours showing the downtown loft and following up on maintenance” → structured entry
Automatic activity categorization & time extraction
Property and tenant identification
Review and edit before anything is saved
Document & evidence analysis
Shield AdvisorUpload receipts, invoices, work orders, leases, or photos. AI extracts the details and suggests the right activity.
PDF, image, and Word document text extraction
Activity type recognition from document content
Evidence linked directly to the time entry
Professional summaries for your records
In the product
The assistant at work
Voice-to-Text Logging
Speak naturally; AI transcribes, categorizes, and structures the entry for your review.
AI Document Analysis
Upload a receipt or work order and get activity suggestions with time estimates.
Plans
What's in Shield Advisor
Everything in Shield Essential, plus the AI capabilities that do the heavy lifting.
| Capability | Essential$10/mo · $100/yr | Advisor$29/mo · $279/yr |
|---|---|---|
| Unlimited properties & team members | ||
| AI calendar & email analysis | ||
| Booking sync (Airbnb · Vrbo · Booking.com) | ||
| IRS-ready reports & CSV/Excel exports | ||
| Quick AI logging mode | ||
| Voice logging | — | |
| Advisor guidance mode | — | |
| Compliance audit mode | — | |
| AI document & evidence analysis | — |