Portfolio
Your portfolio
Income, expenses and net across every entity — each one CPA-ready, in one view.
Dashboard
Your tax organization, in one place
Income, expenses, mileage and active hours — organized and CPA-ready.
Active participant status
Potential tax savings
Monthly Spending
Deductions Tracked
View Full Checklist →Profit & Loss Summary
Income
Logging activity
Income by Platform
Fastest path: enter one annual total per platform (Airbnb, Vrbo, direct). That's all your P&L needs. Or import your platform CSV in one click. You can also upload the PDF reports to keep everything in one place.
Income Entries
| Date | Description | Source | Amount |
|---|
Expenses
Logging activity
Category Breakdown
Recent Expenses
| Date | Description | Category | Vendor | Amount | Receipt | Actions |
|---|
Property Costs The Big 3
Logging activity
Your largest fixed deductions. These come from your 1098 and insurance statements — not your credit card.
Mortgage Interest
Insurance
Taxes
Closing Costs (Acquisition)
One-time costs when you purchased the property. Some are deductible, others add to your cost basis.
The Big 3 Summary
Active hours
Active participant status
Logging activity
Log time
Enter your total hours directly — useful when tracking in an external app like Clockify or Toggl.
Import time entries from a CSV spreadsheet or external time-tracking app.
Activity breakdown
Time log
| Date | Entity | Participant | Activity | Duration | Notes | Actions |
|---|
Photo Evidence Review
Photo evidence strengthens your IRS audit protection. Attach photos to time entries showing your active participation.
No photo evidence yet
Add photos when logging time entries for IRS documentationRecommended Photo Evidence
Hours by Entity
Mileage Tracking
Logging activity
Vehicles
Vehicle Business Use %
| Date | Purpose | Vehicle | Distance | Deduction | Actions |
|---|
Employees & Contractors
Logging activity
Team Members
Payment History
| Date | Employee | Amount | Work Performed | Actions |
|---|
Tax Summary by Employee
| Employee | Relationship | YTD Wages | Under Exclusion? | 1099 Required? |
|---|
Reports
CPA Package
Your complete year in one file: combined P&L across every included entity, then a clearly-labeled section per entity — schedule lines, deductions, hours. One return-ready package.
Receipt Binder
Every receipt, work photo, and uploaded invoice — one per page with an index, each caption naming its entity. The substantiation behind the numbers, ready to print.
Hours Evidence Binder
The complete time log for the year — every entry with date, activity, and hours — followed by the work photos, one per page, each captioned with its entry. Material participation, documented.
Profit & Loss Statement
My EntityCategory Breakdown
Monthly Trend
Year-to-Date Summary
Deductions Coverage
Tax Prep
Profit & Loss Summary
Tax Year 2026Tax Liability Estimate
Deductions Checklist
Depreciation
Logging activity
Track depreciable assets like appliances, furniture, improvements, and the building itself. Each asset depreciates over its IRS recovery period. This is separate from Cost Segregation, which accelerates depreciation through a professional study. Consult your CPA for proper classification.
Depreciable Assets
| Asset | Category | Date Placed | Cost Basis | IRS Life | Annual Depr. | Remaining |
|---|
Cost Segregation
Logging activity
What is Cost Segregation?
Cost segregation accelerates depreciation on your property, creating larger tax deductions in earlier years. A cost seg study identifies components (appliances, flooring, fixtures) that can be depreciated over 5-15 years instead of 27.5 years.
Bonus Depreciation (OBBBA): 100% of eligible components placed in service after January 19, 2025 can be deducted in Year 1. Consult your CPA for details.
Your Bonus Depreciation
Cost Seg Study Documents
Home Office
Choose Your Method
The IRS allows two methods. You can switch between them each tax year.
Office Space
Enter the square footage of your dedicated home office space. The IRS allows $5 per sq ft, up to 300 sq ft ($1,500 max).
IRS Requirements: Your home office must be used regularly and exclusively for business. A dedicated room or clearly defined workspace qualifies. A kitchen table used for personal meals does not. The simplified method doesn't require depreciation recapture when you sell — the actual method does. Consult your CPA for guidance specific to your situation.
