For Opportunity Zone Fund Admins, CPAs, and Sponsors
Collect, organize, and secure every QOF record to stay compliant beyond 2026. OZfile monitors all 16 tests through the year and delivers a filing-ready Form 8996 packet, with QOF experts on call.
SOC 2 Type II
Certified secure platform
5,000+
Businesses served by Advalis
150,000+
Treasury filings completed
$10M
Insurance coverage
Why now
16
Tests every fund and its businesses must pass, measured twice a year and sworn to on the return.
109
New data points a fund must report each year, most of them from people who have never seen a tax form.
$250,000
In penalties for not complying with OZ 2.0 rules, accruing at $500 for every day a return is late.
How it works
Spreadsheets cannot tell you one of the 16 tests is about to fail. OZfile can. Map your fund once and every test and deadline is handled from there.
Add your fund, its operating businesses, and who holds which role. Ten minutes, one time, with regulatory experts live on hand to help.
Whoever holds the information gets a link, your team, your client’s team, or the CPA’s staff. Each link carries a short set of questions, so the fund’s records arrive without anyone learning new software.
The 90% and 70% tests are only two of 16. OZfile monitors all 16 through the year, averaged like the IRS does, with task lists keeping you ready and penalty-free.
Records and evidence stay attached to every figure, so the fund and each business are filing-ready all year. API connections import and export data with your existing accounting systems or investor portals.
What you get
Everything the reporting year asks of a QOF, from the first record collected to the packet your preparer files. Every figure keeps its evidence and every question gets an expert.
All operating businesses, projects, and properties in your QOF are included.
Collection links follow up with your team until every record is in, so you never ask twice.
All 16 tests monitored throughout the year to protect your fund from penalties.
Each business’s statement prepared, signed and delivered.
Form 8996 packet, Form 8997 figures and investor statements, keyed to the form lines.
Evidence attached, named and timestamped, and each computed test cites the rule it satisfies.
Onboarding and every question handled live by the U.S. regulatory experts on our support team.
White labeled under your current brand, with APIs that connect to the systems you already run.
Pricing
No per-seat maths and no monthly figure for a job that happens once a year. One fund is one price with everything on this page included, and the per-fund rate falls as you add funds.
45% discount locked in for signups starting before 12/31$9,000
$5,000
per reporting year per fund
With annual discount and promotions2026 signup season perks
Partners
Deliver the filing packet under your letterhead, or refer and stay the expert your client already trusts.
CPA programForm the fund, then hand your client a compliance home from day one.
Law firm programRun every client fund from one account, one roster, and one invoice.
Administrator programWho it’s built for
Sponsors, fund admins, and CPAs work from the same fund, each in their own seat, so nothing is re-entered and nothing waits on a spreadsheet.
Collect every record for the CPA from one dashboard, with the links doing the chasing.
Review the workpapers keyed to the form lines and file with every figure sourced.
Bring in your bookkeeper, property manager, and payroll admin to feed the fund directly.
For your investors
Every investor files Form 8997, and anyone who sells gets a statement by March 1. OZfile builds both from the fund’s own records. You can deliver them through the white-labeled OZfile portal, or send them straight into the portal you already run.
Your year-end statement is ready
Form 8997 figures enclosed. Investment value, deferred gain remaining, events.
The statementA white-labeled OZfile investor portal is included with every plan. It carries your logo and your domain, and each investor sees only their own side.
If your investors already have a portal, OZfile sends every statement and figure into it through the API, so nobody re-keys anything.
OZfile produces the Form 8997 figures and disposal statements before filing season, and flags an inclusion event the day it happens rather than at tax time.
Resources
The new rules in plain words, and the free tools that turn them into your dates.
Your written plan’s December 31 checkpoint, written up. Dates, targets, and the figures a reviewer asks for.
Open >Type any address, see its census tract, which set of rules applies, and whether it qualifies.
Search >The new reporting rules in plain words. Who files what, when, and what it costs to miss.
Read >Get started
Map the fund once, let the links do the chasing, and hand your CPA a package that is ready to file.
159
days to December 31, 2026
Lock in 40% off before then.