One subaccount per client. Role-based access. Invite clients to their subaccount. Switch between agency and any client from the sidebar.
No unit minimums • From $19/month • No credit card required
Create and organize your subaccounts
Mixed data, unclear permissions, manual reports. Same problems every month. There's a better way.
Before
Managing properties for multiple clients in one system. Everything mixed together. You can't separate client data, finances, or reports. Clients could see each other's information.
After
Create a subaccount per client. Each has its own properties, tenants, income, expenses, and team. Data is scoped by subaccount. Your scope, your dashboard. Switch between agency and any client from the sidebar.
Before
Clients want their own access and reports. You're manually building reports in Excel, sending PDFs by email. It looks unprofessional and takes hours every month.
After
Invite clients as team members with role Subaccount Admin or Subaccount Team Member and assign their subaccount. They see only their properties, finances, and reports. Generate reports per subaccount. Professional, transparent.
Before
Team members need different access. Some should see the whole agency; others only specific clients. Managing permissions is messy.
After
Role-based access: Agency Owner and Account Admin see the agency; Subaccount Admin and Subaccount Team Member are tied to subaccounts you assign. Control who sees what. Secure and simple.
Before
Switching between clients means logging into different systems or hunting through mixed data. Wasting time, losing context, making mistakes.
After
Switch between agency and any subaccount from the sidebar. No second login. Agency view and subaccount views are built in by scope. Optional subdomains per agency or subaccount for a dedicated URL.
Create subaccounts, add properties and team, give clients access. No second login.
Create a subaccount for each client. Each has its own properties, tenants, income, expenses, and team. Plan limit applies (e.g. Growth 2, Enterprise 4).
Add properties to each client subaccount. Invite team members and assign roles. Account Admin sees the agency; Subaccount Admin and Subaccount Team Member are tied to subaccounts you assign.
Invite clients as Subaccount Admin or Subaccount Team Member and assign their subaccount. They see only their data. Generate reports per subaccount. Your scope, your dashboard.
Subaccounts per client, client access by role, financials by subaccount, optional subdomains. Built for your scope.
Create a subaccount for each client. Plan limits: Foundation 1, Growth 2, Enterprise 4. Each subaccount has its own properties, tenants, income, expenses, and team. Complete data separation.
Invite clients as team members. Assign role Subaccount Admin or Subaccount Team Member and their subaccount. They see only that subaccount when they sign in. Switch to it from the sidebar.
Agency Owner has full access. Account Admin can manage agency and subaccounts. Subaccount Admin and Subaccount Team Member see only the subaccounts they are assigned. Association and role shown in team table.
Income, expenses, and reports are scoped by agency or subaccount. View performance per client. Generate and export reports per subaccount for client reporting.
Agency and each subaccount can have an optional subdomain. Enable and set subdomain name in app settings. Dedicated URL per scope when you need it.
Switch between agency view and any subaccount from the sidebar. No second login. Your scope, your dashboard.
Generate income, expense, and profit reports per subaccount. Export to PDF. Give clients accurate, professional data.
Subaccounts page shows current count and plan limit. Basic 0; Foundation 1; Growth 2; Enterprise 4. Upgrade when you need more clients.
Stop juggling spreadsheets and multiple logins. One subaccount per client, clear permissions, reports per client. From $19/month.