๐Ÿ—‚๏ธCore Feature

Document Management

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

Storage โ€ข Notices โ€ข Templates
Document Management
๐Ÿ—‚๏ธ

Secure Cloud Storage

Upload, tag, and organize documents for properties, units, and tenants.

  • โœ“Unlimited folders & tags
  • โœ“Search by name, type, property, unit, or tenant
  • โœ“Share read-only links with expiry
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Letters & Legal Notices

Generate compliant letters in a few clicks โ€” pre-filled with tenant and unit details.

  • โœ“Entry, late rent, non-renewal, rent increase
  • โœ“Auto-merge names, dates, balances, and addresses
  • โœ“Deliver via email + downloadable PDF
๐Ÿ“š

Template Library

Save time with curated, legally-vetted templates โ€” customize and reuse.

  • โœ“Letters, notices, inspection checklists
  • โœ“Variables for names, dates, amounts
  • โœ“Versioning and team-share controls
Tenant Document Portal
๐Ÿ“

Tenant Document Access

Tenants can download leases, receipts, notices, and other important documents from their portal.

  • โœ“Secure document library
  • โœ“Download receipts and tax documents
  • โœ“Access notices and communications
โšก

From Template to Delivery

  • โ†’Pick a template from the library
  • โ†’Auto-fill tenant and unit details
  • โ†’Send via email and store the PDF automatically
๐Ÿ”

Security & Access

  • โ†’Role-based access: owner, staff, viewer
  • โ†’Audit trail of edits and downloads
  • โ†’GDPR/PIPEDA-aware data handling
๐Ÿ”’ Bank-level encryption with role-based permissions

What's Included by Plan

Secure storage available on all plans

FeatureFreeStarterGrowthProEnt
Secure cloud storageโœ“โœ“โœ“โœ“โœ“
Letters & legal noticesโ€“โœ“โœ“โœ“โœ“
Pre-built template libraryโ€“โœ“โœ“โœ“โœ“

Letters/notices and template library unlock from Starter and up. View all plans โ†’

Frequently Asked Questions

Can I create my own templates?โ–ผ

Yes. Start from a blank document or duplicate a library template, then save it for your team.

Do tenants get access to documents?โ–ผ

Tenants can access shared files like leases, receipts, and notices via the tenant portal with read-only permissions.

Is storage unlimited?โ–ผ

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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