Are you looking for property accountants with Propertyware experience?

Our onboarding process for historical accounting data follows a structured approach to ensure accuracy and completeness. We begin with a comprehensive audit of your existing records, then create a detailed migration plan specific to Propertyware's architecture. Our team manually verifies critical financial data points including tenant balances, security deposits, and vendor payment histories.

We typically transfer 12-24 months of historical data, with special attention to preserving transaction details and audit trails. Throughout this process, we run parallel systems temporarily to validate data integrity before full cutover, and provide reconciliation reports that confirm all balances match between systems.

We approach a chart of accounts setup with a balance between standardization and customization. First, we analyze your existing financial structure and reporting needs, then configure Propertyware's chart of accounts to maintain consistency while accommodating property-specific requirements. For multi-property portfolios, we establish a master template that supports consolidated reporting while allowing property-level tracking of unique expense categories or revenue streams.

Our team implements appropriate account mapping to generate both property-specific financial statements and portfolio-wide reports. We also create custom classifications for specialized tracking needs such as capital improvements, renovation projects, or property-specific maintenance reserves.

Data security is integrated throughout our operations with multiple protective layers. We utilize Propertyware's enterprise-level security features including role-based access controls that limit staff visibility to only the data necessary for their specific functions. All team members undergo background checks and sign confidentiality agreements before accessing client information. We implement multi-factor authentication for all system access and maintain strict password policies with regular rotation requirements.

Data transmission occurs only through encrypted connections, and our internal networks are protected by advanced firewalls and intrusion detection systems. We conduct quarterly security audits and vulnerability assessments, with staff receiving regular security awareness training. Our operations also include comprehensive disaster recovery procedures with daily backups stored in geographically separate secure locations to ensure business continuity.

Our administrative team provides comprehensive vendor insurance and compliance management services. We maintain a centralized digital repository within Propertyware for all vendor certificates, licenses, and compliance documents. Each vendor relationship is tracked with automated expiration alerts set 30, 15, and 5 days before renewal deadlines.

Our team proactively contacts vendors to obtain updated certificates and validates coverage meets your specified requirements. We perform quarterly compliance audits to identify any gaps in documentation and provide detailed vendor compliance reports. For specialized trades requiring specific licensing, we verify credentials against state and local requirements before approving work orders.

Security deposit management is handled through a multi-step compliance process. We begin by researching local and state regulations for each property location to determine specific requirements. Within Propertyware, we establish dedicated security deposit trust accounts with appropriate interest tracking where required by law. Monthly reconciliations verify that all security deposit balances match bank statements and tenant ledgers. Our team generates location-specific interest calculations and distributes interest payments according to local regulations. For move-outs, we follow a standardized process that includes property inspection documentation, itemized deduction calculations, and timely disbursements within legally required timeframes. We also maintain comprehensive documentation for each deposit transaction to support audit requirements.