Guided Growth Plan

Designed to help landlords manage bookkeeping and centralize their rental operation.

Guided Growth Plan

Estimate your monthly cost

Drag the slider to the number of units you manage to see what the Guided Growth Plan would cost.

5 units
1255075100

$29.99 base subscription plus $1.99 for every unit in your portfolio, billed monthly.

Managing more than 100 units? Contact us for a custom quote tailored to your portfolio.

Key Features

Simplified Self-Managed Bookkeeping Complete month-end bookkeeping independently using a simplified, Canadian tax aligned accounting system.
Financial Insights and Reporting Review portfolio performance using comprehensive financial insights and tailored reporting.
Provincial Lease Signing Send provincial leasing documents for secure electronic signature powered by Dropbox Sign.
Rent Tracking and Online Payments Track outstanding balances, automate reminders and accept tenant payments online.
Rental Marketplace and Applicant Management Market available units and manage prospective tenants through one connected workflow.
AI-Powered Workflow Assistance Use our integrated Artificial Intelligence to simplify bookkeeping and day-to-day administration.

Self-Managed Bookkeeping

T776 / T2 Aligned Accounting Use our simplified, Canadian tax aligned accounting system to complete month-end reconciliations independently, removing the need for costly traditional bookkeeping services.
A.I Assistance Submit bank and credit card statements, paid receipts and outstanding invoices to our A.I assistant for efficient and reliable bookkeeping.
Manual Entry Use simplified manual functions including rent received, expense paid and shareholder transaction to record activity with full control.
Property-Specific Categorization Categorize income and expenses by property and unit to better understand profitability, compare performance, and organize year end records.
Document Storage Whether submitted through our A.I assistant or attached manually, documents are stored with corresponding transactions for organized recordkeeping and future reference.
Review and Adjustment Flag entries requiring review with ability to edit at any time.

Financial Insight and Reporting

Portfolio Performance Dashboard View portfolio-level performance, highlighting operating income, outstanding balances, and key operating trends.
Operating Reports Generate and export key operating reports, including income statements, rent rolls, aged receivables, and other portfolio-level financial summaries.
Key Financial Metrics Review important financial metrics including net operating income, cash flow, expense trends, and debt service coverage.
Owner Statements & Disbursement Records Track owner statements, distributions, reimbursements, and related records for cleaner portfolio and accountant reporting.
Capital Asset and Depreciation Tracking Record capital assets, CCA classes, acquisition dates, accumulated amortization, and depreciation expenses for clean long-term reporting and year-end records.
Accountant Ready Year-End Tax Reports Hand off organized rental income, expenses, owner activity, and supporting records to accountants at year end to support T776 and T2 reporting.

Operations Management

Portfolio Dashboard Centralized view of your portfolio with a search engine to quickly locate and review individual property records.
Property, Unit, and Tenant Profiles Keep important property, unit, and tenant information organized in individual profiles.
Rent Tracking and Reminders Track rent payments and outstanding balances across your portfolio, sending automated reminders for past-due amounts.
Tenant Credit Card Payments * Receive outstanding balances through credit card payment directly into your connected account.
Inspections Reports Document move-in, move-out, and periodic inspections with condition details, photos, and unit history.
Key Tenancy Date Reminders Track lease expiries, rent increase eligibility, notice periods, renewal deadlines and unpaid rent timelines.
Property, Unit, and Tenant Specific Announcements Send announcements to selected recipients regarding unit entry, upcoming maintenance, rent reminders, and lease updates.
Shared Team Access Grant internal team members and accountants access with controlled permissions.

Rent Tree Marketplace

Unit Listing Publish available units on Rent Tree Marketplace with detailed profiles, map-based browsing and unique listing links for external marketplaces.
Viewing Calendar and Appointment Reminders Schedule viewing calendar allowing prospects to book available times, sending automated appointment reminders with option to confirm or cancel.
Application Intake and Verification Documents Collect applicant information including identification, proof of income and employment records through a secure submission form.
Provincial Lease Signing Send provincial leasing documents for electronic signature powered by Dropbox Sign.
Listing & Lead Analytics Monitor listing performance to see lead sources, page views and conversion metrics.

*2.99% processing fee on all credit card charges

Questions about the Guided Growth Plan?

Get in touch and we'll help you get set up for your portfolio.