Partnered Growth

Designed to make professional bookkeeping affordable while centralizing portfolio management.

Partnered Growth plan

Estimate your monthly cost

Drag the slider to the number of units you manage to see what the Partnered Growth plan would cost.

5 units
1255075100

$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 at month end for review and reconciliation.
Reconciliation and User Review Our team records and categorizes property specific entries, providing users a draft reconciliation for review and approval.
Finalized Records Approved reconciliations and supporting documents are stored in Rent Tree for organized access and future reference.

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 Partnered Growth plan?

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