Document Management
Keep every lease, letter, and receipt organized in one secure place โ easy to find, easy to share.

Secure Cloud Storage
Upload, tag, and organize documents for properties, units, and tenants.
- โUnlimited folders & tags
- โSearch by name, type, property, unit, or tenant
- โShare read-only links with expiry
Letters & Legal Notices
Generate compliant letters in a few clicks โ pre-filled with tenant and unit details.
- โEntry, late rent, non-renewal, rent increase
- โAuto-merge names, dates, balances, and addresses
- โDeliver via email + downloadable PDF
Template Library
Save time with curated, legally-vetted templates โ customize and reuse.
- โLetters, notices, inspection checklists
- โVariables for names, dates, amounts
- โVersioning and team-share controls

Tenant Document Access
Tenants can download leases, receipts, notices, and other important documents from their portal.
- โSecure document library
- โDownload receipts and tax documents
- โAccess notices and communications
From Template to Delivery
- โPick a template from the library
- โAuto-fill tenant and unit details
- โSend via email and store the PDF automatically
Security & Access
- โRole-based access: owner, staff, viewer
- โAudit trail of edits and downloads
- โGDPR/PIPEDA-aware data handling
What's Included by Plan
Secure storage available on all plans
| Feature | Free | Starter | Growth | Pro | Ent |
|---|---|---|---|---|---|
| Secure cloud storage | โ | โ | โ | โ | โ |
| Letters & legal notices | โ | โ | โ | โ | โ |
| Pre-built template library | โ | โ | โ | โ | โ |
Letters/notices and template library unlock from Starter and up. View all plans โ
Frequently Asked Questions
Can I create my own templates?โผ
Yes. Start from a blank document or duplicate a library template, then save it for your team.
Do tenants get access to documents?โผ
Tenants can access shared files like leases, receipts, and notices via the tenant portal with read-only permissions.
Is storage unlimited?โผ
Storage is generous for typical small-portfolio usage. Need more? Contact us for custom storage tiers.
Stay Organized, Stay Compliant
Centralize your documents and send professional notices in minutes โ start free.
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