OZXpro does not replace your CPA. With OZ 2.0 regulations, your QOF needs to collect, store and report on a trove of compliance data. OZXpro is your intelligent vault for compliance documentation, records, and audit history — its benefits are for you, your investors, and your CPA.

For most funds today, the honest answer is no. The One Big Beautiful Bill Act (P.L. 119-21) introduced expanded reporting and disclosure requirements for QOFs — with real consequences for non-compliance, including penalties and disqualification. OZXpro keeps a continuous, timestamped record of every compliance event, document, and testing date. When the IRS asks for evidence, you pull the record instead of reconstructing one.

Yes — and it's included in the Professional, Multi-Fund, and Enterprise plans. You can grant controlled access to outside advisors from your account — they see what you permit, nothing more. OZXpro sits alongside your existing team, organizing the data they rely on so they can work faster and with fewer gaps.

OZXpro sits alongside accounting, legal, and tax systems. It does not replace advisors or filings — it organizes and monitors the data those partners rely on, improving coordination and reducing risk.

No. The Essentials and Professional plans are built for single-asset and single-fund operators. The IRS doesn't audit by fund size — and when it happens, the record needs to exist. Starting clean and organized from day one is significantly easier than reconstructing one later.

OZXpro runs on AWS — enterprise infrastructure trusted by the world's most security-conscious institutions. Your data is protected with AES-256 encryption at rest, TLS 1.2+ encryption in transit, and granular role-based access controls. Compliance records are stored in redundant, SOC 2-compliant facilities. Bank-grade security, built into every plan.

OZXpro was built for exactly this. We saw OZ 2.0 coming and designed the platform to adapt — not just to today's requirements, but to whatever comes next. As the IRS issues new guidance and reporting standards evolve, OZXpro updates with them.

You have a 30-day window after cancellation to export everything. Your records don't disappear the moment you stop paying.

OZXpro is purpose-built for OZ 2.0 and the expanded compliance and reporting requirements that come with it. While the underlying logic of the platform applies broadly, if you're managing a pre-2027 fund, now is the right time to get your compliance infrastructure in place — because OZ 2.0 standards are where the program is headed, and where the IRS's attention will be.