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.
Defensible IRS records for the solo host who needs compliance tracking and nothing else.
The full AI-powered platform for the single-property host with a team.
Multi-property management. Identical to Host — the upgrade is about scale.
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 Host or Portfolio 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.
Comply's 1-per-quarter allowance resets on the first day of each calendar quarter (January 1, April 1, July 1, October 1). Host gets 1 per calendar month. Portfolio is unlimited.
Work logs, mileage, expenses with receipt evidence, and revenue for any date range you select. On Host and Portfolio, 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. Portfolio Packs add 2 more properties, 4 team members, 250 uploads, and 10 GB storage per pack at $29/month each. Add as many packs as you need. Packs are available on Portfolio only.
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.