Managed Bookkeeping
Platform access plus monthly bookkeeping services — for simplified portfolio management and financial organization.
Managed Bookkeeping plan
Estimate your monthly cost
Drag the slider to the number of units you manage to see what Managed Bookkeeping would cost.
Managed Bookkeeping
$119.94/ month
$99.99 base + $3.99 / unit
$99.99 base subscription plus $3.99 for every unit in your portfolio, billed monthly.
Managing more than 100 units? Contact us for a custom quote tailored to your portfolio.
Managed Bookkeeping
Monthly Submission
Submit financial records including bank statements and paid receipts as they happen or at month end for review and reconciliation.
Reconciliation and User Review
Rent Tree records and categorizes property specific entries using historical activity and portfolio information, providing users with a draft reconciliation for review and approval.
Document Storage
Submitted documents are stored within corresponding property, transaction, and tenant records for efficient access and future reference.
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
Track 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.
Portfolio & 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, making it easy to review lease details, rent amounts, contact information, documents, and management history.
Online Rent Balance & Payment Tracking
Track rent collection and outstanding balances across your portfolio.
Tenant Credit Card Payments *
Allow tenants to pay outstanding dues by credit card, with funds deposited directly into your connected account.
Automated Rent Reminders
Receive notification of past due rent and issue a Rent Tree reminder at the click of a button.
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
Provide internal team members, bookkeepers, assistants, or leasing staff with controlled permissions.
Accountant Access
Provide accountants access to financial reports, transaction records, and year-end summaries for streamlined review.
A.I Task Execution
Property, Unit, and Tenant Profile Creation
Create property, unit, and tenant records through typed requests or uploaded documents.
Targeted Announcements
Generate and send tenant, unit, property, or portfolio specific announcements with a simple prompt.
Generate Unit Listing Descriptions
Generate listing descriptions based on unit details for streamlined advertisement.
Retrieve Portfolio Information
Request portfolio information like operating statements, outstanding rent, and lease expiries for efficient retrieval.
Share Stored Documents
Share stored documents with selected tenants, applicants, accountants, or team members.
Listing, Leasing & Applicant Pipeline
Rent Tree Marketplace
List available units on Rent Tree with detailed unit profiles, map based browsing, and smart filters.
Unique Listing Links
Share unique listing links on external marketplace posts, directing prospects to dedicated unit pages.
Scheduled Viewing Calendar
Allow prospects to request or book available viewing times directly on the listing page.
Appointment Reminders
Send reminders to prospects and landlords before scheduled viewings, with options to confirm or cancel the appointment.
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.
Applicant Status Tracking
Track each prospect from viewing booked → application received → screening → lease sent → deposit pending → active tenancy.
Priority Listings
Advertise units on the first pages of Rent Tree Marketplace and feature listings across Rent Tree social media channels.
Listing & Lead Analytics
Monitor listing performance to see lead sources, page views, and conversion metrics.
Maintenance Request Portal
Tenant Request Form
Maintenance form requesting issue details and preferred availability for repair coordination.
Maintenance History
Organize maintenance history by property and unit, storing supporting documents and repair details inside each record.
Contractor Quote Collection
Rent Tree collects project quotes from local contractors, including pricing, availability, and credentials for you to review and compare.
Contractor Approval Workflow
Review options, approve a quote, select a preferred window, and communicate the repair time with the tenant.
Project Status Tracking
Track project status from request received → quotes collected → contractor approved → appointment scheduled → repair completed.
Tenant Portal
Tenant Self-Service Portal
Centralized view of leasing documents, rent balances, maintenance requests, and communication history.
Lease and Document Access
Access signed leases, shared documents, and other rental records.
Submit Maintenance Requests
Submit maintenance requests including issue details, photos, and preferred availability for repairs.
Review and Pay Outstanding Rent Balance *
Review unpaid balances and transaction history with the option to submit payment via credit card.
Maintenance Request Status Tracking
Review progress of maintenance requests by tracking scheduled repair times and completion updates.
*2.99% processing fee on all credit card charges
Questions about Managed Bookkeeping?
Get in touch and we'll help you get set up for your portfolio.