For Management Companies
Manage multiple communities from one platform. Give boards real-time visibility while keeping your workflows efficient.
One platform that handles the complexity of managing multiple associations.
See every association in your portfolio at a glance. Financial health, delinquency rates, member counts, pending reviews, and compliance status — all on one screen. Stop toggling between spreadsheets and email threads for each community.
Board members handle routine tasks through their own portal: viewing financial reports, approving architectural reviews, posting announcements, managing events. That means fewer phone calls and emails to your team for things boards can do themselves.
Five financial reports available 24/7: trial balance, income statement, balance sheet, general ledger detail, and budget vs. actual. Boards pull their own reports instead of waiting for monthly statements from you. Fewer report requests, more board trust.
Per-home pricing that grows with your portfolio. No per-user fees, no per-transaction charges. Volume discounts for 5+ communities. Add a new association in minutes without renegotiating your contract.
From onboarding to day-to-day operations in four steps.
Create the association, import the homeowner roster via CSV, configure the dues schedule, and upload governing documents. A 200-home community takes about 30 minutes to onboard.
Board presidents, treasurers, and ARC chairs each see what they need. Owners get full access. Board members see financials and pending tasks. Homeowners see their own account, documents, and community events.
Monthly, quarterly, or annual billing runs automatically. Late fees apply on schedule. Violation notices escalate through proper procedures. Architectural reviews track 30-day deadlines. Physical mail sends via USPS when certified notice is required.
Boards answer their own questions with real-time dashboards and financial reports. Your team handles the work that actually needs a property manager — vendor negotiations, reserve studies, legal compliance, and community strategy.
The accounting, compliance, and communication tools management companies actually need.
Double-entry general ledger, chart of accounts, journal entries. Dues, fines, and vendor invoices post automatically.
CSV and OFX/QFX statement parsing. Three-tier auto-categorization with custom rules. Review-then-post workflow.
OAuth connection to QBO. Pull chart of accounts, import 5 transaction types, sync opening balances. AES-256 encrypted.
Recurring dues, special assessments, autopay enrollment, late fee automation, and aging reports. Stripe-powered payments.
Create violations with evidence, escalation workflows, proper notice procedures, and fine integration. Full audit trail.
USPS letters via Lob.com. Five letter templates for notices, violations, dues reminders, fines, and general correspondence.
Anonymous ballots, quorum tracking, multi-seat positions, and certified results. Draft through certification lifecycle.
CC&Rs, bylaws, budgets, meeting minutes, and board resolutions. Per-document visibility controls. Version history.
See how we stack up against the tools you're probably using now.
| Effortless HOA | Legacy Platforms | |
|---|---|---|
| Per-user fees | None | Common |
| Setup time | 30 minutes/community | Days to weeks |
| Board self-service portal | Limited | |
| QuickBooks integration | Varies | |
| Bank statement import | Manual entry | |
| Double-entry GL | Varies | |
| Physical mail (USPS) | Separate vendor | |
| Online elections | Add-on or N/A | |
| Custom branding per community | Sometimes (extra fee) | |
| Modern UI (mobile-friendly) | Rarely | |
| Long-term contracts | None | 12-24 months typical |
Enterprise includes multi-community management, custom branding per association, API access, and phone support. Pricing is based on portfolio size — no per-user charges, no surprise fees.
Common questions from management companies
See how Effortless HOA scales across multiple communities. Enterprise pricing available.
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