Everything we've shipped since launch, newest first.
Two new templates in the Forms & Requests gallery, under Owner meetings. “Proxy for an Owners’ Meeting” lets an owner name the meeting, appoint a proxy holder (a person they name, or whoever presides) and choose a general proxy or a directed one with voting instructions, then sign. “Petition or Ballot to Remove a Board Member” lets owners sign to remove one or more board members and name a replacement for each seat. The board receives each filing in its inbox and acknowledges it. Both are starting points you edit before publishing, not legal documents: whether a proxy, petition or removal vote is valid is decided by your state’s law and your governing documents, and each form says so. A signed form is not a secret ballot; for one, use Elections.
Record Payment now has an “Email a receipt” checkbox for dues, fines and special assessments. It is ticked by default and names who the receipt goes to; untick it when the homeowner already has one. A payment recorded on the wrong dues bill, or for the wrong amount, can be undone: the All Dues page has a new “Recorded payments” card with an Undo on each bill, and “Undo payment” on a partly paid row. The undo removes everything recorded by hand on that bill, so when several payments were recorded on one bill they are removed together and you record again the ones that were right. The bill is open again, and each payment that is in your ledger is reversed there with a new entry on the payment’s own date, which changes ledger reports for that date; the original entries stay. A re-opened bill is treated like any other open bill, so it may be marked overdue or charged by autopay; the confirmation lists what applies before you undo. Nobody is emailed about an undo, and a receipt already sent is not recalled. Undo is not available for online payments, for waived bills, for bills already sent to QuickBooks, for imported payments, for older payments the portal has no record of being entered by hand, for fines and special assessments, or while an online payment or autopay charge for the bill was started in the last day. Recorded payments and undone payments now appear in the Activity Log.
The Trial Balance, Income Statement, Balance Sheet, General Ledger, Budget vs. Actual and the Aging Report each have a Download CSV button and a Print button. The file holds what is on screen: the same rows, the same order and the same totals, with the association’s name, the report name and the dates at the top. “Download all accounts (CSV)” on the General Ledger page gives every posted line in a date range, across all accounts, in one file; a range too large for one file is refused, and you download it in parts by choosing shorter ranges. Voiding a journal entry now asks for a reason, and the Journal Entries list shows who voided an entry, when and why; the void also appears in the Activity Log. The downloads are CSV files, and an entry voided before this release shows no name or reason.
When you connect QuickBooks you now choose whether Effortless HOA also sends to it. Leave “Also send dues invoices and approved vendor bills to QuickBooks every day” ticked and it works as before. Untick it and the connection is import only: you can still bring in your chart of accounts, past transactions and opening balances, and nothing is written to your QuickBooks file. With sending off, a payment recorded in QuickBooks is not read back into the portal. You can change the choice later on Board Portal > Accounting > Integrations; if you turn sending on, the next sync sends every open dues invoice and approved vendor bill that has not been sent yet. Connections made before this release are unchanged.
For boards that approve a request between meetings and then vote on it at a board meeting. Turn on “Track a board meeting vote for each plan review approval” in Board Settings, and each plan review you approve is listed on a new “Awaiting meeting vote” tab until you record the board’s vote. After the meeting, enter the meeting date and record the board’s vote on the listed approvals, confirmed or not confirmed, up to 50 at a time; you can also print the list to bring to the meeting. Recording a vote changes no status and sends no email, and owners see no change. It is off until a board turns it on.
Two fixes. For an association whose free trial has ended with no subscription, or whose subscription was cancelled or is unpaid, the daily billing job no longer creates new dues bills, sends bill emails, due-date reminders or overdue notices, or adds its automatic late fee. Autopay and any collections steps the board switched on are not paused by this change. If the association subscribes within 7 days of a billing date it missed, the next daily run sends that bill; after that the board creates it with Generate Dues. Overdue notices and automatic late fees that were held are applied on the first daily run after the association has access again; a due-date reminder whose day passed in the meantime is not sent late. Separately, the email that tells a board member support has replied now contains the whole reply; it used to stop at 2,000 characters. A message to support is limited to 10,000 characters, and a longer one is refused with a sentence saying so.
The roster upload now reads up to four people per row — name, email and a relationship column for each — so a spreadsheet can say “owner, co-owner, trustee, power of attorney, property manager” and the portal sets each person up that way. Anyone with an email address gets their own sign-in, exactly as before. Anyone without one is put on the record instead of being skipped, so an owner who does not use email is still named on the property and on printed letters. Blank columns never remove anyone, and the preview tells you what will happen before you upload.
A property can now hold up to 20 people, each with a relationship — owner of record, trustee, authorized contact or property manager — and its own switches for notices, bills, paying online, voting and the directory. Someone can be invited to sign in, or added as an email-only contact who gets the property’s notices and bills without a login, or put on the record with no email at all, so an owner who does not use email still appears on printed letters. An adult child or agent can handle an owner’s mail and payments without being able to vote or appear in the directory. Everyone already on the property is told when someone is added, and every email to a contact with no login carries a link they can use to stop it themselves.
Boards can now define their own committees — a tree warden, a harbormaster, a landscaping group — and seat residents on them without making anyone a board member. Point a review-mode form at a committee and its members are emailed every new request, work it from their own “Requests to review” queue, and send the board a written recommendation to approve, deny, or ask for more information. The board still makes the decision, and sees the recommendation directly above its own decision buttons.
A form can now ask for photos or PDFs — up to five per question and ten per filing, PDFs up to 4 MB and photos resized in the browser before they are sent — and the files stay private to the resident, the people with portal access to their property, the board, and any committee the form is routed to. Residents can save a half-finished filing and come back to it, and a repeating section lets them register a second kayak or vehicle on the same form instead of filing twice.
Set a renewal date for a registry — “good through April 30” — and every registration gets one. Holders are emailed a reminder on the days you choose before it (30 and 7 by default) with a button that opens the same form again; renewing keeps the number, the property and the board’s notes. Records can also be marked expired, revoked, reactivated, or transferred to another property when the boat or the golf cart is sold.
Any form can now issue something your association numbers. Turn on “Issue a registered item” and every filing creates a record with its own identifier — your label, your prefix, your padding, so decals read K-017 — assigned on submit, on approval, or by hand. The board gets a searchable, filterable registry with a CSV download and can create records from filings it already received; residents see their own under “My registrations.”
Forms mail is now its own category: boards can switch it off for the whole association and each resident can switch off their own confirmations and status emails, the same way plan-review email already worked. A form can also copy the property’s other owners of record on a filing and on its outcome — off by default, and every copy still respects that person’s own preference.
Every board now has Forms & Requests, with a question builder that needs no developer. Add and reorder questions with a live preview beside you, show or require a question only when an earlier answer matches, write your own confirmation message, and print a blank paper copy of any published form. Submissions can also go to a fixed outside address — a tree warden, a landscaper — which must confirm itself by clicking a link before it receives anything. A test send shows exactly who would be emailed and writes nothing.
Attach PDFs (up to 4 MB) to a community notice, alongside images. Owners download them from the notice in their portal after signing in. PDFs are never attached to the email or made public — the email lists each one and links to the notice.
Set how many days ahead each bill goes out (up to 60) and, on a quarterly, semi-annual or annual schedule, which month of the period it is due in. Dues Settings lists the exact day each of the next bills goes out and the day it is due. Billing now runs every day and catches up on its own if a day is missed, and autopay charges on the due date — never earlier, however far ahead the bill was sent.
Forms can now carry a full review: the board approves, approves with conditions, asks for more information, or denies, with a note the resident is emailed. “More information needed” sends the filing back for the resident to edit and resubmit in place, and a decision can be reopened if it was recorded in error. A tree or landscaping request template ships with it.
Put the forms your association already hands out on paper into the portal: watercraft and vehicle registration, pet registration, notice of intent to rent or sell, parking permits, contractor access, move in or out, and key or fob requests. Residents file them with their name, email and property address already filled in — and their phone from the last form they filed; the board works everything from one inbox, adds board-only notes the resident never sees, files on behalf of a property, voids a duplicate, and prints any filing.
Attach up to four images to a community notice. Owners see them in the email and under Notices in the portal. Photos are resized automatically and location data is removed. Boards also get a Notices page listing everything they have sent.
Choose how often your association bills: every month, every quarter, twice a year, or once a year. Pick your billing month, preview the next billing dates, generate a bill up to 60 days early, and email it to every homeowner in one step. Every invoice, reminder and report follows that schedule.
A property can now have two people on it. Boards can invite a second person to a property that already has a registered owner, from Invite Homeowner or from the property's page. Both people get the property's notices and bills and see the same dashboard, and each property still gets one ballot per election. The roster spreadsheet import also takes a second name and email on each row, so a whole community of two-owner properties loads in one upload.
Give residents a seat on your Architectural Committee without making them board members. Each committee member gets their own login and a queue of plan reviews, is emailed a link to every new request, and can open the plans and attachments and send the board a written recommendation — approve, deny, or more information — with reasoning. The board sees recommendations right above Approve and Deny, decides with a note to the homeowner, and the committee is emailed the outcome.
New HOA dues calculator and budget template generator. A resource hub page organizing all guides by topic. Feature deep-dive pages for accounting, dues collection, and communication.
12 new in-depth guides covering vendor management, meeting minutes, insurance, document retention, violation enforcement, emergency planning, pet policies, and more. Custom AI-generated hero images for all articles.
Table of contents sidebar for long articles, reading progress bar, social share buttons, author bio section, next/previous article navigation, and article category pages.
AVIF/WebP image format support, lazy-loaded interactive components, removed unused fonts (50KB savings), immutable cache headers for static assets, and contact page converted to server component.
JSON-LD structured data on all pages, Speakable schemas for AI search engines, new glossary and comparison pages, and better meta tags across the site.
34 fixes across both apps. Error boundaries so crashes don't blank the whole screen, loading skeletons instead of empty flashes, proper mobile layouts, accessibility upgrades (skip-to-content, ARIA labels), and color-blind friendly status indicators.
Upload CSV or OFX/QFX bank statements and transactions get auto-matched to GL accounts using your custom rules, built-in keyword patterns, or flagged for manual review. You review everything before it posts to the ledger.
Connect your QuickBooks Online account right from the board portal. Pull in your chart of accounts, import historical transactions (journal entries, purchases, deposits, bills, bill payments), and set up opening balances from your trial balance.
Run board elections and community votes online. Anonymous ballots, real-time quorum tracking, multi-seat positions, and certified results. Set up a draft, open voting, close it, certify — all in the portal.
Send real USPS letters straight from the portal — no stamps, no printer. Five templates (notices, violations, dues reminders, fine notices, general letters), plus delivery tracking so you know when mail actually arrives.
Build annual budgets with line items tied to GL accounts. Copy last year's budget as a starting point, track board approval, and run budget vs. actual reports to see where you stand.
Double-entry general ledger with a default chart of accounts (26 accounts to start), journal entries, and auto-posting when dues or payments come in. Five reports: trial balance, P&L, balance sheet, GL detail, and budget vs. actual.
Board members create and track covenant violations with escalation steps. Homeowners see their own violations and current status. Attach fines, upload photos or documents, and set severity levels.
Homeowners submit maintenance requests with photos. Board members update status, leave comments, and track everything in a timeline. Each request gets its own threaded conversation.
Build surveys with multiple choice, text, and rating questions. Set deadlines, send automatic email reminders, and view results as responses come in.
Upload a vendor invoice and AI pulls out the vendor name, amount, date, and invoice number automatically. Review the extracted data and approve before it saves.
Install the portal as an app on your phone. Works offline with a fallback page when you lose connection — handy for checking things on-site.
The first release. Dues collection, online payments, autopay, resident portal, architectural reviews, events, documents, community map, and the board dashboard.
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