Last updated June 2026. By using DeferAlly, you agree to these terms.
By accessing or using DeferAlly's website, AI guide, investor platform, or enterprise platform (the "Services"), you agree to be bound by these Terms of Service. If you do not agree, please do not use the Services.
DeferAlly provides software for Qualified Intermediaries, exchange attorneys, family offices and wealth managers to manage 1031 like-kind exchanges. DeferAlly is not a Qualified Intermediary or exchange accommodator, does not hold or control exchange funds, and does not act as a party to any exchange. Exchange funds are held by your firm or the Qualified Intermediary you work with. Our AI assistant ("Ally") provides general educational information and is not a substitute for advice from a licensed CPA, attorney, or tax professional.
Subscription, add-on and custom build fees are shown at checkout or in your order form. All payments are subject to our Refund Policy, which you must accept before paying.
You are responsible for the accuracy of the information you provide, for meeting all statutory deadlines (including the 45-day and 180-day rules), and for confirming your eligibility for a 1031 exchange with your own advisors.
Nothing on this platform constitutes tax, legal, or investment advice. Property listings, including institutional and DST offerings, are provided for informational purposes and do not constitute an offer or solicitation.
To the maximum extent permitted by law, DeferAlly shall not be liable for any indirect, incidental, or consequential damages arising from your use of the Services.
We may update these Terms from time to time. Continued use of the Services after changes constitutes acceptance of the revised Terms.
Questions? Email us at support@deferally.com.