You pull a few exports. We move years of records into your new property management or HOA platform, reconcile every balance to the penny, and archive what stays behind. Your staff keeps working while we do it.
I manage rentals I manage associationsLedgers, payments, owner statements, work orders and documents come with you, not just a starting number. No re-keying on your side.
You get a report that ties every trust, owner and tenant balance between the old system and the new one.
A searchable, read-only archive of your old system, kept for as long as your records rules require.
If your clients switch platforms, we can make those switches go well and pay you for the referral. See the partner program.