Loading...
Track material participation, receipts, mileage, and work logs in a structure your CPA — and the IRS — can actually trust. 14-day free trial — no credit card required.
Everything you need to document material participation for one property.
AI-powered expense capture, guest management, automation, and team workflows.
Pro includes 2 properties. Add a Property Pack for $29/mo — 2 more properties, 1 additional team member, and 125 more uploads.
No. Work logs, mileage, expenses, CSV import, and CSV export are unlimited on every plan. We never gate the core compliance record.
Your data is preserved. You can still view and export everything, but creating or editing records is paused until you pick a plan. You can export your data anytime.
Yes. Upgrade to Pro anytime — your data carries over seamlessly.
No. The AI concierge drafts replies based on your property's rules and policies. You always review and approve before anything is sent. You can also disable AI per property.
Any attachment — receipts, invoices, photos, PDFs, guest checklist uploads, checklist step photos. The monthly count resets on the 1st of each month. Files rejected before acceptance (unsupported type, over the server file-size limit, or malformed request) do not count. Deleting a file frees up storage but does not refund the monthly upload count.
No. Upload limits reset on the 1st of each calendar month. Unused uploads do not carry over.
You securely connect your bank accounts through Plaid. Transactions are imported automatically, classified by AI, and matched to properties. You review and confirm before anything becomes part of your compliance record. 3 connections per property.
Starter's 1-per-quarter allowance resets on the first day of each calendar quarter (January 1, April 1, July 1, October 1).
Work logs, mileage, expenses with receipt evidence, and revenue for any date range you select. On Pro, the packet also includes full checklist audit trails — every completed task, step-by-step, with timestamps, photos, and signed acknowledgments. Up to 50 images are embedded; additional evidence is included as links.
Yes. Archiving a property removes it from your active property count. All historical data remains accessible for viewing and exporting. You can unarchive anytime as long as you have room in your active property limit.
Yes. Property Packs ($29/month each) add 2 more properties, 1 team member, and 125 uploads per pack. Add as many packs as you need.
Never. Guests always access their portal for free. They can view check-in details, message their host, and use the AI assistant at zero cost.
Valzotra helps you track activities for audit-ready documentation. Consult your tax advisor for eligibility determinations regarding Real Estate Professional Status or material participation.
Valzotra is not a tax advisor, CPA, or legal firm. Records generated by Valzotra are tools to support your compliance documentation. Consult your tax advisor for eligibility determinations.