What software do you use 4.

Real Estate CRM software stores organized data about leads and customers, such as personal information, communication, and purchase history.

I think my attorney is giving me a little more, like audit protection or some such.

While the IRS does not mandate a physical site visit, the IRS cost segregation audit technique guide (ATG) does suggest conducting “field inspections.”It’s important to note that the ATG is not an official IRS document.It serves as a guide and cannot be used, cited, or relied upon as an authoritative source.However, the recommendations in the ATG are worth considering.According to the guide: “A field inspection is recommended to document the physical details of the building, type of construction, materials used for construction, the assets contained in the building, the size and types of building systems, and any land improvements that were included in the purchase of the property and the condition of that property at the time of purchase.”So while the IRS does not require a site visit for cost segregation studies, following the guidance from the cost segregation audit technique guide can be beneficial.

We self manage a few properties without using an outside software. 

Quote from @Clarissa Finks: Software is a common question on BiggerPockets.

I think using a value outside of that is going to be tough to defend if you are doing a cost seg, which already attracts quite a few audits.  

Some do 200k a year or more.No way will I believe that unless someone shows me their audited books.

Currently we are in the software developement faze.

Some software are using AI to automate but Stessa Pro could not even set rules for assignments.