Click Drag Finance

ClickDrag Finance provides engineering-based cost segregation studies for property owners, real estate investors, developers, sponsors, CPAs, tax advisors, and businesses managing fixed assets. Its studies identify building components that may be reclassified into shorter depreciation periods, helping clients and their tax professionals evaluate accelerated depreciation opportunities. The service covers a broad range of property types, including multifamily, rental and short-term rental properties, commercial buildings, restaurants, retail, industrial facilities, medical offices, self-storage, and Opportunity Zone investments.

Clients can request a study for their own property or engage ClickDrag to prepare studies for their clients, with white-label options available for professional firms. The process begins with eligibility questions and a personalized estimate, followed by document review using materials such as construction invoices, AIA pay applications, trial balances, and closing statements. Deliverables include reports, component registers, and depreciation schedules intended to support tax filings and accounting workflows.

ClickDrag Finance says its proprietary Beverly system extracts and classifies document-level costs, while its team reviews studies and reconciles figures across reporting materials.