HOA E SOLUTIONS

Allows residents to pay dues and fees online using a credit card, and automatically posts the payment to the accounting system.

Collects annual dues on a yearly, quarterly, or monthly basis.

Creates and manages budgets for the HOA.

Tracks finances across multiple bank accounts.

Tracks finances across multiple certificates of deposit.

Tracks finances in a savings account.

Allows for different dues rates for different types of residents.

Allows for different special assessment rates for different types of projects.

Prints checks with three-part forms for easy tracking.

Pays vendors electronically using ACH or credit cards.

Tracks fines and late fees associated with violations.

Tracks and manages accounts receivable, generates aging reports, and archives old data.

Reconciles bank statements with the accounting system.

Compares expenses to the budget on a monthly and yearly basis.

Generates income statements and balance sheets.

Automatically closes and starts the accounting year.

Generates invoices and reminder letters for annual dues and special assessments.

Generates reports of resident payments for annual dues and special assessments.

Tracks deposits, fines, and refunds for architectural review board projects and construction deposits.

Generates general ledger reports.

Generates a variety of reports for accounting and management purposes.

Generates a monthly report for the board of directors with just one click.

Generates a letter that lists all payments and outstanding invoices for a resident.

Generates estoppel letters with programmable payment parameters.

Inserts documents into invoices and letters with just one click.

Tracks violations and ages them over time.

Sends notifications for fines, late fees, and arrears.

Sends notifications via email or US postal service.

Allows you to take photos of violations and insert them into violation notices.

Provides 30 pre-made templates for violation notices.

Automatically applies fines and late fees for violations.

Allows you to override fines and late fees.

Generates reports of warnings and violations for individual residents and all residents.

Inserts documents into warning and violation notices with just one click.

Can be used as a standalone PC application or a multi-user network cloud application.

Integrates with local software resources and synchronizes data with the cloud.

Easy to install on Microsoft Windows computers.

Uses standard Microsoft Excel for some features.

Does not require any special internet connections or settings.

Automatically backs up data to both the local computer and the cloud.

Includes pre-made templates for letters and reports.

Generates a variety of financial reports, such as cash flow reports, budget reports, income statements, balance sheets, and more.