So what does it do?
Actually, quite a lot. Here’s a summary of the key features:
Home Dashboard Page
- Provides an instant view of your business
- Active and overdue tenancies
- Property portfolio performance
- Active tasks
- Upcoming Appointments
Property Management
- Manage multiple portfolios of properties
- Supports many different types of properties from simple standalone houses to HMOs or blocks of flats
- Track the value of your properties over time
- Track insurance policies, inspections and more with automatic reminders for those requiring renewal
- Store files and images as attachments
Tenancy Management
- Track multiple tenancies per property over time
- Store files and images as attachments
Income and Expenditure Management
- Track rent income against tenancy
- Track expenditure against each property
- Easily set up and manage recurring expenditure
- Store files and images as attachments
UK Tax Worksheet
- Automatically calculates your tax liability displaying the results in exactly the format expected by HMRC UK Properties (SA105) section of the UK tax return
- Calculate tax for all properties, for separate portfolios or for individual properties
- Automatically calculates furniture wear & tear allowance
- Calculate tax using either cash or accruals accounting methods
Tenancy Balances
- View tenancy balances to see exactly what was due and what was paid
- Powerful tenancy balance facility – simply describe the rent charges, record payments and it auto-calculates the individual charges and resulting balance for you
- Easily share statements with tenants
- Export tenancy balance to excel for custom calculations
Finances
- As an agency, produce statements for clients
- Track VAT paid or due
- Connect to HMRC Making Tax Digital gateway
- Reconcile transactions against bank statements
Property Accounts
- View property accounts to see income and expenditure over a date period for a portfolio or for individual properties
- Export property accounts to excel for custom calculations
Smart Assistants
Guide you through key processes:
- Moving tenants in
- Moving tenants out
Document Manager
- Generates common documents and forms for you in PDF or Microsoft Word formats with a single click
- Includes free Tenancy Agreements for England/Wales and Scotland, automatically completed and generated with a single click
- Define your own custom documents and forms
Organiser
- Tasks
- Appointments
- Documents
- Multi-user organisations can share task lists, calendars and documents
We’re here to help
- Online help system – specifically focused on helping new users get started as quickly as possible
- Web-based – there’s nothing to download
- Secure cloud platform and backups – ready for you to access from anywhere in the world
- New features automatically made available
- Upgrading is simple and highly affordable
