Association accounting
Keep association books, operating and reserve activity, approved journals, and financial reports organized in one workspace.
A LITTLE LESS ADMIN. A LOT MORE CLARITY.
Manage your association’s finances, track dues, organize documents, and keep the details of every home in one place.
Access by arrangement. Built around your association.
Finances. Homes. People. Documents.
Keep the records. Simplify the everyday.
GOOD RECORDS. BETTER DAYS.
Practical tools for the people who keep a community running.
Keep association books, operating and reserve activity, approved journals, and financial reports organized in one workspace.
Keep a permanent unit history through ownership changes. Joint owners share their ownership account; earlier balances stay with the appropriate ownership history.
Set up regular and special assessments, approved schedules, charges, and homeowner balances. Scheduled generation requires association setup and approval.
Record externally received payments, allocate approved receipts, and review account history. Integrated online payment collection is planned.
Organize versioned documents and use reusable templates to prepare association and unit records with appropriate access controls.
Prepare reviewed resale checklists and document packages, with financial snapshots, version history, and controlled release to outside requesters.
A dedicated owner portal for authorized account information, documents, and notices is planned. Today’s outside requester portal supports resale workflows.
Announcements, member messaging, and automated notifications are planned. Current document workflows help your team prepare notices for distribution.
THE DETAILS THAT STAY WITH A HOME
A change in ownership should never mean losing the story of a home. Keep owners, occupants, documents, and account histories connected—with the right records available to the right people.
Explore the resale requester portalOne unit, through every change.
Earlier owners remain part of the history.
Joint owners share their ownership account.
Prepared, reviewed, and kept together.
Illustrative workflow
A WORKFLOW THAT MAKES SENSE
PRICING & AVAILABILITY
Tell us about your association and the help you need. We’ll discuss current access, setup, and pricing—without asking you to commit on this page.
HOA-Home
No payment or automatic enrollment.
It is designed around the practical work of smaller associations, volunteer boards, treasurers, and community managers. Request access to review your community’s needs.
The unit keeps its history. Ownership periods and their accounts remain distinct, so an earlier owner’s liabilities are not automatically transferred to the next owner.
Integrated online payment processing is planned. Current workflows record externally received payments and track approved receipts and account activity.
HOA-Home supports reviewed checklists, document assembly, financial snapshots, and an outside requester portal. Your association remains responsible for reviewing the package and applicable requirements.
A dedicated owner self-service portal is planned. The current workspace supports authorized board and manager access; the outside requester portal is specifically for resale requests.