When a property manager or HOA management company changes platforms, the bookkeeper, the consultant and the new vendor's onboarding team all inherit the mess. Send those switches to us. We move the full history, reconcile it, and pay you for the referral.
Book a partner call Email usIntroduce a client who is switching. When they pay for a migration, you get 15% of the migration fee. No selling required.
Offer the data assessment to your clients under your own name, at your own price. You keep what you charge, we do the work, and the migration is quoted from there.
Offer full-history migration as part of your onboarding. Your customers arrive with clean, reconciled history, and your team stops fighting conversion tickets.
Full history moved, not just opening balances. A reconciliation report that ties every trust, owner, tenant and fund balance between old and new systems. A searchable archive of the old system so nobody has to keep paying for it. If anything we migrated doesn't tie out, we keep working at no charge until it does.