Tracking

Keep tabs on all your
real estate investments & collaborate

AI TRACKING TOOLS

Monitor properties, transactions, and ownership with powerful AI Tools

Track Portfolio

Get a real-time view of your real estate portfolio all in one place. Plan, collaborate, file with a single platform.

Income/Expense Tracking

AI-powered bookkeeping connects your accounts, categorizes transactions, and delivers real-time insights so you can focus on growing your portfolio

Track Investors & Ownership

Investment partners can manage ownership (LLC, S-Corps, Trusts), tax basis, and distributing Schedule K-1s..

Need help managing your real estate portfolio?

Managing multiple properties and maximizing tax benefits can be complex. Our expert CPAs are here to guide you - from portfolio tracking to tax strategy optimization.

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