INVESTOR MONTHLY PRICING PACKAGES
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FOUNDATION
$350 / month
PORTFOLIO
$425 / month
ENTERPRISE
$625 / month
Number of Properties
1
1-2
1-3
Monthly Transactions
Up to 200
Up to 350
Up to 500
Bank, Credit Card, Liability Accounts
Up to 3
Up to 5
Up to 6
Chart of Accounts Setup
Transaction Categorization by Class
Monthly Reconciliation
Receipt Management
Bill Entry
Up to 5
Up to 10
Up to 15
Monthly Financial Statements
P&L, Balance Sheet
P&L, Balance Sheet
P&L, Balance Sheet
Email Support
Response Time – (Business Hours)
Within 24 Hours
Within 24 Hours
Within 24 Hours
Form 1099 Management & Filing
Year-End Tax Package Prep
Detailed Package for CPA/EA
Detailed Package for CPA/EA
Detailed Package for CPA/EA
Review Calls – (Optional)
Quarterly
Monthly
Monthly