HOA accounting software for accountants, under your own brand

Owners pay dues monthly or quarterly, some late, some in full for the year. Your team records assessments and payments, and bank reconciliation keeps operating and reserve accounts tied to statements. Transfers to reserves are reviewed so the board can see they happened as budgeted.

Associations appear in your console with their close progress and any lines still queued for a reviewer. Managing a portfolio of small associations becomes a matter of working down that list each month, rather than opening each community’s books to see where it stands.

• Record assessments and owner payments
• Reconcile operating and reserve accounts
• Track landscaping, insurance and repair contracts
• Send board treasurers branded reports

A treasurer steps down and a volunteer steps up, often with no handover. A single branded sign-in under your firm’s name keeps the books where everyone can find them. Governing documents and state rules vary, and your firm and the board remain responsible for reserve requirements, audits and filings.

Vendor contracts for landscaping, snow removal and insurance run on predictable cycles. AI categorisation keeps them coded consistently, and your firm can add reviewers without per-seat charges when budget season brings every board’s questions at once and each treasurer wants a draft.

Every association stays on a published HelloBooks plan, and your firm discount applies to each. HelloBooks bills your firm, not the board. You set a fee per association or per unit and invoice it under your own name, keeping pricing simple for volunteer treasurers.

Association data is owned by your firm and can be exported for auditors, a reserve study consultant or a change of management company. Founding firms are welcome now, particularly practices serving many small communities in one region or a single large master-planned development.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.