Let us impress you. One platform. Every feature your association needs.
Community operations and accounting are designed to work in concert as one product — not like multiple tools with spreadsheets that require time consuming manual steps.
Let us impress you. Community operations and accounting are designed to work in concert as one product — not like multiple tools with spreadsheets that require time consuming manual steps.
Join the early-access program — get every feature, smart onboarding, and lifetime benefits.
Open items & balances — Assessments, other charges, and due dates in one view
Online payments — Pay dues and open charges from the portal
Request forms — Architectural, maintenance, and other owner requests in a unified workflow
Documents — Policies, notices, and owner-specific files with role-based access
Account statements — Payment history and statements without calling the office
Each unit centers around activities, communication and transactions: current and past owners, tenants, assessments, violations, requests, and documents—all in one place. When ownership changes or a unit is rented, history stays attached so managers, boards, and accountants aren’t digging through email, old spreadsheets or notes.
Owner history — Track ownership changes, contact details, and onboarding over time
Tenant records — Log renters and lease periods when units are occupied by tenants
Financial context — Assessments, balances, and payment history linked to the unit and owner account
Operational history — Violations, architectural requests, inspections, and work tied to the unit
Document trail — Deeds, leases, notices, and owner-specific files stored with the right unit
Portfolio search — Find an owner, tenant, or unit across associations
Multiple units, one owner — Link every unit a person owns to the right account structure
Pay in one transaction — Settle assessments and open items across units with a single payment when accounts are combined
Flexible grouping — Keep everything on one account, or separate personal units from LLC-owned units (e.g. 3 in their name + 2 in an LLC → one account or two)
One mailing address — Enter the owner’s mailing address once; it applies to all linked accounts.
One contact record — Name, email, phone, and address maintained in a single profile.
One login — Owner can manage all units with one unified login; or assign a second login for a partner. Even one login for units spread over HOAs that are managed with allhoa™
Across your portfolio — When an owner holds units in multiple HOAs you manage, they're one contact — update once, correct everywhere
Less admin, fewer errors — No duplicate contacts, no chasing the same person through scattered unit records
Run board, committees like ARC, and owner votes based on the same unit and owner records used by assessments, voting through the portal — not a third-party poll tool, a spreadsheet, email reply-all or a paper ballot that never gets filed.
Eligible voters from the books — Voting power comes from units and ownership as of the record date. One owner, many units: one login, votes that match their holdings unless owners wants to split their votes.
Elections and member votes — Board seats, bylaw or CC&R amendments, special assessments, budget approval, and ad-hoc questions. Configure majority, supermajority, plurality, or “one unit, one vote”.
Owner portal ballots — Owners vote on phone or desktop, see what’s open, what’s closed, and confirmation that their ballot was received. No separate app, no mailed packet required unless you choose one.
Proxies and directed votes — Capture assigned proxies, directed instructions, and in-person / absentee / electronic methods in one election. The system tallies who actually voted.
Quorum and results — Live quorum against the membership roll. When the vote closes, certified results, abstentions, and the audit log — who was eligible, who voted, who did not — stay with the association.
Notices that match the vote — Tie the election to the same communication tools you use for statements: audience from the voter roll, templates, and a send log of what went out and when.
Board and manager controls — Managers and boards set the question, options, open/close times, secrecy vs. recorded votes, and who can see running totals - based on user permissions.
Keep your association’s paperwork organized and auditable. Upload and categorize documents, tie them to accounts and transactions when needed, and share them through the owner portal without rebuilding folder trees in Dropbox or email.
Role-based access — Managers, board members, and owners each see only what they’re allowed to.
Accounting integration — Invoices and supporting documents can live next to the ledger entries they belong to.
Owner portal — Residents access policies, notices, and their own documents in one branded experience.
One platform — Community documents sit alongside violations, requests, and HOA accounting—not a separate CMS or file share.
Run covenant enforcement on the same unit and owner records as assessments, documents, and the portal — not a clipboard, a photo album in email, or a fine that never posts to the books.
Inspections that stay attached to the unit — Drive-bys, scheduled walks, amenity checks, and construction follow-ups. Photos, notes, and location live on the unit so the next inspector (or the board) isn’t starting from a text thread.
Courtesy notices through hearings — Configurable stages: courtesy, violation, cure period, hearing, and fine. Each association sets its own ladder, due dates, and who can advance a case.
Owner portal, not a surprise letter only — Owners see open items, photos, required cure, and due dates on phone or desktop. They can acknowledge, upload proof of cure, or request a hearing without calling the office.
Fines that hit the ledger — When a fine is assessed it becomes a charge on the owner account — the same open items, statements, reminders, and payments as dues. No re-keying into accounting.
Notices you can defend — Letters and emails from templates, with the same send log as other association communications: what went out, to whom, and when. Print when your governing documents still require paper.
Board and manager controls — Managers inspect and recommend; boards (or a CCC) approve hearings and fines. Role-based access so owners never see another unit’s case file.
Workflows, time, and mileage — Inspections and hearings become tasks. Time and mileage for site visits can bill back to the association the same way as other management work.
Tied to the rest of allhoa™ — Violations sit on the unit history next to architectural requests and documents. Unpaid fines age with receivables. Repeat issues stay visible when ownership changes — history stays with the unit.
Track time for site visits, board support, violations, and management tasks. Bill associations at standard or custom rates, reimburse staff when needed, and roll time charges into management invoices automatically, alongside mileage tracking. Tracking is available at any time or within a workflow.
Billable & non-billable hours — Log time by association, project, task, or employee
Flexible pricing — Per-activity, per-association, and per-employee rates
Invoice-ready — Time charges flow into management invoices (highly customizable)
Works with mileage — Hours and miles together for full-service management companies
Project & workflow tie-in — Time linked to tasks and projects across your portfolio
Reimbursement support — Clear records when time is internal cost vs. client-billable
Portfolio-wide — Track across associations and corporate ops from one login
Track mileage for property visits, board meetings, and association work in the same system you use for time and billing. Charge miles back to the right association or reimburse employees—with rates and rules you control—and roll charges into management invoices automatically.
On-the-go logging — Capture miles for site visits, inspections, and association errands
Association-level billing — Assign mileage to the correct community or job
Reimbursement ready — Support staff, board-member or volunteer expense reimbursement with clearly documented records
Invoice integration — Time and mileage charges flow into management invoices (customizable)
Works with time tracking — Hours and miles together for full-service management companies
Portfolio-wide — Track across associations and corporate operations
Budget based on the account chart Build next-year budgets by fund (P&L center) on the same GL accounts you use for reporting. Start from last year’s budget, year-to-date actuals plus predicted months, or a clean slate - then compare prior years, current budget, variance, and proposed totals on one grid.
Monthly detail without a separate spreadsheet Spread expense and non-assessment income across twelve months in bulk (even, prior-year pattern, or actual+predicted pattern), or tune one account at a time. Assessment-income lines stay driven by unit keys until you run the owner assessment step—not hand-typed totals that drift from the roll.
Per-unit calculations from assessment keys Link income accounts to assessment keys and unit fractions (square footage, frontage, equal shares, rounding rules). Calculate Assessment rolls the budget into each unit’s annual and periodic dues and a line-item budget analysis (how much of their payment funds utilities, insurance, reserves, and so on). Apply Assessment locks those amounts into the budget and stores the per-unit breakdown for billing and owner-facing views.
Approval workflow - managers control Move budgets through clear statuses—totals set, draft, review, pre-approved, approved, amended—with permissions on who can edit, comment, or advance. Reset to an earlier step when corrections are needed. Approved budgets feed regular assessments; owners see read-only breakdowns on the portal when you publish the underlying data.
Board and committee sandboxes Copy the live budget to a personal sandbox for a current officer. Board and Accountant can model changes without touching the official version. Apply assessment and status changes stay on the live budget; sandboxes are for what-if work.
Cashflow Project month-by-month income, expense, and running balance from the budget you are building.
Owner portal — One secure website for owners to pay, stay informed, and interact with the association. What appears depends on what's enabled and how permissions are set.
Open items add up to the balance owners owe — Each charge (assessments, late fees, credits, manual entries) is an Account Receiveable (AR) line on the owner account with amount, due date, fund, and type—separate from but tied to the GL control account.
The same open-item and payment engine also handles vendor AP (bills, outgoing ACH/checks) for all association payables.
Rule-based late charges on owner accounts (AR), with preview before posting.
Note: Owner HOA loan interest on financed balances is separate from Late Interest on delinquent ARs. Runs are manager-controlled (preview/apply).
Finance major projects — a new roof, repaving, an elevator — with an association loan and pass each owner's share through cleanly, without a side spreadsheet.
Loan tracking — Record the association loan with lender, terms, and repayment schedule alongside your funds
Owner pass-through — Bill each owner's share of the loan with their regular assessments
Early payoffs — Owners can pay off their share early; balances and remaining schedules adjust automatically
Payoff quotes — Self-service loan statements and payoff quotes right in the owner portal
Lender reconciliation — Owner balances reconcile to the lender's loan balance automatically
Custom Report Builder
Report Package Builder
Customizable Grouping and Sorting of Accounts
Balance Sheet
Profit & Loss
Budget vs. Actual
Cash Flow Statement
Accounts Receivable Aging Report
Accounts Payable Aging Report
Tax preparation
Organize equipment, vehicles, improvements, and intangible assets in one place — not in a side spreadsheet. allboox™ treats depreciation and amortization as first-class accounting: choose the right asset type, map GL accounts (asset, expense, accumulated depreciation or amortization, and disposal), and apply entity-specific depreciation schedules built from standard methods (e.g. straight-line, declining balance, sum-of-years' digits, MACRS-style recovery periods). Capture purchase date, placed-in-service date, cost, and salvage value for each asset. Run and review depreciation logs posted to the general ledger, with visibility into remaining book value and reconciliation against balance sheet balances. When an asset is sold or scrapped, disposal accounts keep the final journal entries clean and auditable.
Invoice HOAs for recurring contracts, ad‑hoc work, and tracked time and mileage. The matching bill and GL entries on the HOA side are automatically created in one flow. Corporate income and association expense stay linked, auditable, and ready for reconciliation.
One invoice, two books — Management company invoice flows to the HOA as a payable automatically
Recurring management fees — Schedule monthly or custom contract billing across your portfolio
Time & mileage billing — Capture billable hours and miles by association, then roll charges into management invoices
Custom rates — Per-activity, per-association, and per-employee pricing
No spreadsheet bridge — Eliminate export/import between “management” and “HOA” systems
Inter-company clarity — Corporate revenue and association expense post together—clean for CPAs and audits
Portfolio scale — Same workflow for 4 units or 4,000 under one login
Intelligent Segmentation: Use robust search, sort, and filter tools to curate precise mailing lists based on unit status, role (e.g., Board Member), or property tenancy.
Dynamic Document Merging: Select from a library of templates to automate the creation of emails, letters, and statements.
Contextual Data Injection: Automatically populate templates with variable data, including owner names, custom greetings, and real-time accounting information like balance statements or outstanding items.
Audit-Ready Interaction Logs: Automatically document every communication "blast" in the system, creating a permanent, searchable history of what was sent, to whom, and when, ensuring full transparency and compliance.