Austin, Texas

1031 exchange software in Austin

DeferAlly is the 1031 exchange platform for Austin Qualified Intermediaries, exchange attorneys, CPAs, family offices and wealth managers. Run every Austin exchange from one dashboard, with automatic 45-day and 180-day deadlines, escrow tracking, Texas tax notes, e-signed documents and a client portal under your brand.

The Austin 1031 exchange market

Austin investors frequently exchange out of appreciated central-city and tech-corridor property into higher-yield assets in the Hill Country, San Antonio or out of state. Rapid appreciation over the last decade means large deferred gains, so a missed deadline is especially costly here.

  • Central-city multifamily and small apartments
  • Single-family rentals in Round Rock, Pflugerville and Georgetown
  • Office and flex near the tech corridor
  • Hill Country land and short-term rentals

Texas 1031 exchange tax rules

Texas has no state income tax, so Austin exchanges defer federal capital-gains tax, the net investment income tax and depreciation recapture.

No Texas state withholding applies to real-estate sales.

See the full Texas guide in our 1031 rules by state for more detail, and always confirm with a tax advisor.

How Austin firms use DeferAlly

  • Deadline tracking: every Austin exchange shows live 45-day and 180-day countdowns, and an Urgent Deadlines board flags anything at risk.
  • Escrow ledger: record deposits, mark funds received with the holding bank and see estimated interest.
  • Identification checks: replacement properties are validated against the three-property, 200% and 95% rules, with map previews comparing relinquished and replacement locations.
  • Documents and e-signature: exchange agreements, assignments and designation notices generated and signed in the app.
  • Branded client portal: clients see their own deadlines, documents and balance under your firm's name.
  • Delivery-tracked updates: email and text clients, closing agents and advisors, and resend in one click if a message fails.

Software for QIs, not a QI

DeferAlly does not act as a Qualified Intermediary and never holds exchange funds, so it never competes with Austin firms for clients. Your brand stays on everything your clients see.

Full Texas 1031 tax guide

Frequently asked questions

What is the best 1031 exchange software in Austin?

Austin firms choose DeferAlly for automatic deadline tracking, escrow ledgers, identification checks, built-in e-signature and a white-labeled client portal in one modern platform that needs no training.

What are the Texas rules for a 1031 exchange?

Texas has no state income tax, so Austin exchanges defer federal capital-gains tax, the net investment income tax and depreciation recapture. No Texas state withholding applies to real-estate sales.

Do Austin short-term rentals qualify for a 1031 exchange?

They can, if they're held for investment and meet the rental-use tests rather than being used mostly as a personal residence. Your tax advisor should confirm each property.

Do Austin exchanges follow the same 45-day and 180-day deadlines?

Yes. The federal deadlines apply everywhere: identify replacement property within 45 days of the sale and close within 180 days. DeferAlly calculates both automatically.