- 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
- Powerful tenancy balance facility - simply
describe the recurring rent charges, and it
auto-calculates the individual charges and resulting
balance for you
- Income and Expenditure Management
- Track rent income against tenancy
- Track expenditure against each property
- Easily set up and manage recurring
expenditure
- 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.
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- Tenancy Balances
- View tenancy balances to see exactly what was
due and what was paid
- 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
- Contacts
- Appointments
- Documents
- Multi-user organisations can share task lists,
contact lists, calendars and documents as well as
maintain personal ones.
- Online help system - specifically focussed on
helping new users get started as quickly as possible.
- New features automatically made available - no download required.
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