# The HOA Wiz

> HOA community management platform with AI assistant for residents and board members. (iPhone/iPad app by Taylor William Shipley.)

- Source: https://appshunter.io/ios/app/the-hoa-wiz/id6755900955 (this page in markdown: same URL + `.md`)
- Developer: [Taylor William Shipley](https://appshunter.io/developer/1857137159)
- Category: Productivity
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 14.0 · 93 MB
- Languages: American English
- Released: 2025-12-01
- Data updated: 2026-08-13
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/the-hoa-wiz/id6755900955/reviews.md

## What is The HOA Wiz?

HOA Wiz is a complete community management platform for homeowners
  associations — built for residents, renters, board members, and vendors.

  DUES & PAYMENTS
  Pay HOA dues, violation fines, and special assessments directly in the app
  with credit card, bank transfer, or Apple Pay. Set up AutoPay and never miss a
  payment. Tell the board when you've paid by check or cash. Board members
  record offline payments with full audit trails. Automated overdue detection
  alerts both residents and the board.

  SPECIAL ASSESSMENTS
  Pay one-time assessments in installments. Full payment schedule with due
  dates, automated reminders, and board-visible collection progress.

  VIOLATIONS
  Report violations with photos or video — anonymous reporting available. Board
  members vote on fines with multi-member approval. Residents can appeal
  decisions within the appeal window, pay fines in-app, and see a full
  timestamped audit trail of every board decision.

  MAINTENANCE REQUESTS
  Submit maintenance requests with photos and video. Board triages and assigns
  vendors. Vendors submit quotes, schedule site visits, and upload completion
  photos. Rate completed work with 1–5 stars.

  ARCHITECTURAL REVIEW
  Submit home-improvement requests and track them through committee and board
  approval — with a chat thread for questions along the way.

  FINANCIAL OVERVIEW
  Real-time financial dashboard with bank balance, collection rates, revenue and
  expense tracking, and recent transactions. Every dollar accounted for — no
  more spreadsheets.

  DOCUMENTS
  Governing documents, insurance policies, meeting minutes, and tax reports in
  one place. The Wiz reads renewal dates out of your documents and reminds the
  board before they lapse.

  MEETINGS
  Schedule board meetings and host them online — connect your Zoom account
  directly, or paste any Zoom, Google Meet, or Teams link. Configurable
  reminders (7-day, 3-day, 1-day, day-of). Conflict detection warns before
  double-booking. Add meetings to your calendar directly.

  VOTING & GOVERNANCE
  Create votes and polls — residents vote directly in the app. Live tallies
  refresh automatically. Every decision carries a full audit trail.

  COMMUNICATION
  Announcements with priority levels, attachments, and read receipts. Message
  your board directly. Community events calendar — residents and renters can
  create events too. Push, email, and in-app notifications.

  VENDORS
  Vendors submit quotes, upload invoices, and receive payouts via Stripe
  Connect. Board designates preferred vendors per service category. Full
  compliance document management.

  ASK THE WIZ — AI ASSISTANT
  Ask questions about your HOA by voice or text — the Wiz answers out loud. It
  references your community's actual documents, looks up payments, violations,
  and meeting schedules in real time, and can fill out forms for you to review
  and submit.

  ACCESSIBILITY
  Larger text sizes and pinch-to-zoom throughout — built for residents of every
  age.

  SECURITY
  Face ID / Touch ID biometric login. Phone verification for every new user.
  Bank-level encryption on all payments. Automatic session timeout. Community
  data fully isolated.

  DEMO MODE
  New? Take an interactive guided tour as a resident, board member, or vendor
  before connecting a real community.

## Key features

- AI-powered community document assistant
- In-app dues and assessment payments
- Violation reporting and fine management
- Secure resident voting and polls
- Maintenance request submission and tracking
- Meeting scheduling and calendar integration
- Vendor management and payout system

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/the-hoa-wiz/id6755900955/reviews.md

### 5/5 — Good

*2026-06-03*

Made my life so much easier

### 5/5 — Simplicity is key

*2025-12-28*

Using this app has made the stress of hoa much easier

## Frequently asked questions about The HOA Wiz

### What is The HOA Wiz?

The HOA Wiz is a comprehensive platform designed to manage homeowners associations. It allows residents to pay dues, report violations, and vote, while board members can oversee finances, manage vendors, and streamline governance.

### Does The HOA Wiz have ads?

No, The HOA Wiz is ad-free, allowing for an uninterrupted user experience for residents and board members managing their community.

### How does The HOA Wiz handle payments?

The HOA Wiz integrates with Stripe for secure in-app payments of HOA dues, violation fines, and special assessments. It also supports AutoPay and allows for requesting refunds with board approval.

### Can residents vote using The HOA Wiz?

Yes, residents can vote directly within the app on various community matters and polls. Persona identity verification ensures that only verified residents participate in voting.

### What kind of AI features does The HOA Wiz offer?

The HOA Wiz includes an AI assistant that can answer questions about your HOA by referencing community documents. It can also look up real-time payment information, violations, and meeting schedules.

### Is The HOA Wiz available on multiple devices?

Yes, The HOA Wiz is supported on iPhone, iPad, and iPod devices, allowing users to manage their HOA from various Apple products.

### How often is The HOA Wiz updated?

The latest version of The HOA Wiz is 3.5.2, and it was last updated on February 28, 2026, indicating regular maintenance and feature enhancements.

### What is the age rating for The HOA Wiz?

The HOA Wiz has an age rating of 4+, making it suitable for a wide range of users who are part of a homeowners association.

## Version history (last 5 releases)

### 4.2.0 — 2026-08-08

"HEY WIZ" — HANDS-FREE
Say "Hey Wiz" with the app open and your assistant wakes up — no tapping. You can interrupt it mid-sentence like a real conversation, and it now plays a chime when it's your turn to talk. Opt in when you sign up, or turn it on and off any time in Settings.

MAINTENANCE THAT ROUTES ITSELF
  • Your board can now build its own routing chain — on-site staff, then the maintenance committee, then vendors — each stage with a spending limit the board sets.
  • In-house maintenance staff: communities with their own handyman can register them, dispatch jobs straight to them, and approve materials budgets in-app.
  • Follow-ups done right: if something isn't fixed, "Report this isn't fixed" opens a linked follow-up job instead of reopening a closed one — the full history stays intact.
  • Suggest a vendor you already trust when you file a request.
  • Simpler urgency: Emergency or Standard. That's it.

FOR VENDORS
  • See your not-to-exceed amount up front, ask the board to raise it before doing costlier work, or decline a job you can't take.
  • Declining doesn't strand the job — it goes straight back to the board and reopens for quotes, and you won't be offered that one again.
  • New performance page: your completion and response stats, a branded PDF report you can share, and how you compare against industry benchmarks.
  • Quiet hours are respected — notifications that arrive overnight wait until morning.

MONEY, MADE LEGIBLE
  • A real Financial Statements home: balance sheet, income statement, budget vs actual, general ledger and treasurer's report — any timeframe, as PDF, Excel or CSV.
  • Reports Center: subscribe to the reports you actually want, at the frequency you want. Residents get community-level reports too.
  • Special assessment payment plans: propose a schedule you can afford, the board approves, and your remaining balance restructures automatically. Overdue and partial 
  installments are payable.
  • Every board decision now arrives as a branded email with an official PDF letter of record — appeals, refunds, disputes, fee waivers and manual payments.

MEETINGS
Connect your Zoom account directly — now approved and available to every community — or paste any Zoom, Google Meet or Teams link.

ANNOUNCEMENTS
Cleaner priorities (Normal or Emergency), hero images, and a simpler resident view.

Plus dozens of fixes across payments, notifications, PDFs and navigation.

### 4.1.0 — 2026-07-18

HOA Wiz V4 — Complete HOA Management

  Everything your board, residents, and vendors need in one app.

  PAYMENTS
  - Pay dues, fines, and assessments by card, bank transfer, or Apple Pay
  - AutoPay with saved cards or bank accounts — set it and forget it
  - Special assessment installment plans with automated tracking
  - Late fee automation with configurable grace periods
  - Tell the board you paid by check or cash — no more lost payments
  - Board records offline payments with full audit trails
  - Refund requests and voids with multi-board-member approval

  ASK THE WIZ — YOUR AI ASSISTANT
  - Talk with the Wiz — tap the voice button and it answers out loud
  - The Wiz fills out the form for you: announcements, votes, meetings,
    events, requests, and appeals — you review and submit
  - Ask about your balance, violations, meetings, or what the CC&Rs say
  - Answers come from your community's actual documents

  VIOLATIONS & ARC
  - Report violations with photos or video — anonymous reporting available
  - Submit architectural review requests and track committee approval
  - Full workflow: issue → notify → appeal → board vote → resolve
  - Pay fines in-app; submit compliance proof with photos

  MAINTENANCE
  - Submit requests with photos and video
  - Board triages and assigns vendors
  - Vendors quote, schedule site visits, complete work, and invoice
  - New "Awaiting Payment" queue so finished work doesn't get lost

  MEETINGS
  - Host online meetings — paste any Zoom, Google Meet, or Teams link
  - Configurable reminders (7-day, 3-day, 1-day, day-of)
  - Conflict detection warns before double-booking
  - Add meetings to your calendar

  COMMUNICATION
  - New Messages hub — message the board, chat with vendors, unread badges
  - Announcements you can require a read-receipt on
  - Residents who email instead of using the app land in a board queue
  - Community events — residents and renters can create them too

  FOR BOARDS
  - Documents Hub — governing docs, insurance, and tax reports in one place
  - Key Dates — the Wiz reads renewal dates from your documents and reminds you
  - Committees, including Architectural Review
  - See which households have registered
  - Automated community intelligence reports
  
  FOR VENDORS
  - Rebuilt navigation with Messages, Records, and Payouts
  - Site Visits hub — schedule, confirm, reschedule
  - Enter final costs at completion; edit invoices with a reason
  - Confirm payment received to close out a job
  - Your business logo on invoices and work-order PDFs

  RENTERS
  - Tenants get their own app — announcements, requests, events, and meetings

  ACCESSIBILITY
  - Larger text sizes and pinch-to-zoom throughout — built for our 65+ residents

  SECURITY
  - Face ID / Touch ID login
  - Phone verification for every new user
  - Bank-level encryption on all payments
  - Automatic session timeout
  - Community data fully isolated

  Plus dozens of fixes to modals, keyboards, PDFs, and photo handling.

### 3.5.2 — 2026-02-28

Payment Pipeline Reliability
  - Special assessment payments now properly recorded after Stripe checkout
  - Multi-month dues payments create individual records per month
  - Auto-pay now includes pending special assessment installments
  - Deterministic idempotency keys prevent duplicate charges on retries

  Financial Reporting
  - All three financial reporting systems aligned for consistent numbers
  - Late fees and voided payments now calculated correctly in summaries
  - Vendor payments labeled clearly in expense breakdowns

  Payment History
  - Status-aware labels: "Attempted On" for failed, "Waived On" for waived
  payments
  - Vendor payment labels display correctly in list and detail views
  - Email addresses no longer overflow detail modals

  Security
  - Two-factor phone verification added to registration

  UI Polish
  - Vote detail screen redesigned with modern styling
  - Profile picture updates display immediately
  - Scroll indicators no longer appear over modals

### 3.5.1 — 2026-02-23

Bug fixes and reliability improvements:

  • Auto-resolves deadlocked appeals when all board members are recused
  • Fixed meetings incorrectly appearing as "past" in board view
  • Board members now see error messages instead of silent empty sections
  • Fixed fraud detection timezone bug that flagged valid East Coast payments
  • Removed dead code that caused silent failures on iOS calendar actions
  • Consolidated status color utilities to prevent UI drift

  New to The HOA Wiz? V3.5 highlights: AI-powered document search (Ask the Wiz),
   Face ID / Touch ID login, full demo mode for all roles, Stripe vendor
  payouts, special assessment projects, and 47 bug fixes across all user roles.

### 3.5.0 — 2026-02-19

# Version 3.5 - App Store Release Notes

## What's New in HOA Wiz 3.5

This update focuses on stability, performance, and reliability across the entire app.

**Bug Fixes**
- Fixed an issue where board violation votes could get stuck when members disagreed on a decision
- Fixed appeal voting so board members correctly see if they've already voted
- Forgot Password now works from the sign-in screen
- Calendar export (.ics) for events now works properly
- Fixed currency displays that were dropping cents in some financial screens

**Performance**
- Board dashboard loads significantly faster with parallel data loading
- Reduced unnecessary re-renders across vendor screens
- Fixed memory leaks in photo upload flows

**Board Members**
- AI Assistant now shows board-relevant suggestions instead of resident prompts
- Violation decisions now include a full audit trail — who did what and when
- Vote delete is now functional for scheduled votes
- Active votes refresh automatically every 15 seconds
- Maintenance filters now work — filter by category and priority
- Work order triage now includes funding source and quotes-required options
- Push notifications now correctly open payment history, site visits, invoices, and special assessments

**Vendors**
- Invoice upload is now fully functional
- Document and compliance file downloads now work
- Help & Support links now point to the correct pages
- Registration form data is preserved if you navigate away and come back
- Dashboard is more resilient — one failed section no longer breaks the whole page

**Residents**
- Better error messages with retry options when data fails to load
- Improved accessibility across settings, voting, and forms
- Meeting scheduling now warns about time conflicts

**Security**
- Vendor password changes now require current password verification
- Payment duplicate protection with idempotency keys
- Removed internal debug tools from production

**General**
- Modernized notification system across 18+ screens
- Cleaned up unused code across all apps
- Improved date input handling on iOS

---

*Version 3.5 - February 2026*

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-13.*
