The Bare Bones of How it Works

You need a dedicated trust/bank account for your accounts with limited access for information retrieval only (this can be setup with your bank). This can also be done manually via fax or email.

We need your business information, including best contact information and form of contact (an excel spreadsheet or form can be forwarded for quick setup upon request).

We need your properties/units' information (an excel spreadsheet or form can be forwarded for quick setup upon request).

We need your tenant information (an excel spreadsheet or form can be forwarded for quick setup upon request, or copies of tenant leases may be forwarded via email or fax).

We need your property owner information (an excel spreadsheet or form can be forwarded for quick setup upon request).

You submit your information via receipts, check registers, bank statements & rental contracts and we do the rest. This can be done electronically, via your bank account, pdf, or faxed.