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Click "Start 15-day trial" on the pricing page and create your account — no credit card. Then complete a verified business profile (company name, business address, business phone) and your workspace is ready in a few minutes. The first 15 days are a free trial of the core features, capped at 25 units; add a card to unlock the rest.

No. Every paid plan (Lite / Standard / Growth / Pro) starts with a 15-day free trial, and you start without a card. Core features — properties, units, tenants, leases, rent tracking, maintenance and messaging — are open from day one, capped at 25 units. AI features, the 50-state rules engine, document templates and bulk exports, the API, MCP and integrations, online rent collection and tenant screening unlock once you add a card in Settings → Billing. Stripe verifies the card, and nothing is charged until you choose a plan. If the trial ends without a plan, your account becomes read-only and is deleted 30 days after the trial ended — we email you before that. One free trial per person and per company.

Yes. Use the bulk CSV import on the Properties and Tenants pages. Templates are downloadable. For complex migrations from another property management platform, contact us at contact@proprietio.com.

You drop your exports in a private Magic Link and our team moves your portfolio for you: properties, units, tenants, leases, balances, ledger history and documents. Free on every annual plan, and on every plan from Growth up. Up to 250 units and 25 buildings, you are live in 7 days, counted from the day we receive your complete exports. If it takes us more than 14 days, your first month is free. Larger portfolio? We migrate it too: free for the first 250 units and 25 buildings, a fixed quote for the rest, and a go-live date agreed before we start.

Settings → Team → Invite. Enter their email and assign a role (Property Manager, Leasing Agent, Maintenance Lead, Accountant). They receive an email to set their password.

Online via Stripe (card / ACH / Apple Pay / Google Pay) or offline (Zelle, Venmo, Wire, Check, Cash). You configure which methods are accepted per property in Properties → Settings → Payment methods.

Configurable per property: either the landlord absorbs it (default) or the tenant pays a "convenience fee" added on top. Stripe charges 2.9% + $0.30 for cards, 0.8% capped at $5 for ACH.

Tenants submit the payment in their portal with a confirmation # and optional proof photo. You see "Pending verification" on your Payments page. Click Verify after confirming the funds arrived in your bank/Zelle/Venmo account.

Yes. Payments page → "Record manual payment" button. Pick the tenant, amount, date, method, and reference. Mark as paid immediately or save as pending.

Stripe online: 2 business days after the tenant pays (faster on the Pro plan with instant payouts). Zelle/Venmo/Wire: instantly to your account. Check: when you deposit it.

Automatically. We track each lease end date and send notices according to state law: NY 30/60/90 days based on tenancy length, CA Cal. Civ. Code § 1946.1 (30 / 60 days), TX, FL, NJ, IL, MA, WA. The tenant gets a renewal letter; you get a heads-up.

Yes — every plan includes a monthly e-signature pack (5 on Lite, 15 on Starter, 40 on Growth, unlimited on Pro+); beyond it, $3 per signed document. Built in-house, ESIGN Act / UETA compliant. Tenant gets an email, signs in browser, you get the PDF + audit trail.

Tenant screening add-on ($35 per check) — credit + criminal + eviction history via TransUnion SmartMove. The applicant gets an email with a link, you receive the report when complete.

Through their portal — they describe the issue, attach photos, and the AI bot triages it to the right person on your team (maintenance lead, property manager, etc.).

Yes. Add the vendor in your Team page (or just type their name on the ticket). They can be linked to the Expense for accounting tracking.

High / urgent priority tickets trigger immediate email + SMS (if SMS add-on is enabled). The bot escalates if no response in 30 minutes.

For most landlords yes. Full double-entry GL, standard property management chart of accounts, P&L, balance sheet and trial balance, plus a fiscal year close. If your accountant works in QuickBooks or Xero, Accounting → Export for accountant gives them a ZIP with ready-to-import journal files — keep QuickBooks for payroll or other businesses and import our books into it.

Accounting → Fiscal year & close. Proprietio runs the checks first (the year has ended, the previous year is closed, the ledger balances), then locks every date up to year end and keeps a snapshot of the trial balance and balance sheet as signed off. Manual entries into a closed year are refused; a late payment still posts, on the first open day, with its original date in the memo. Only the account owner can reopen a year, with a written reason.

Accounting → Export for accountant. Books (ZIP): general ledger, journal, trial balance, balance sheet, P&L, open receivables and payables, deposits held, unreconciled bank lines, plus QuickBooks Online and Xero import files. Supporting documents (ZIP): every receipt and vendor invoice behind the period's expenses, each tied to its journal entry, with the missing receipts listed. You can also invite your accountant as a teammate with the Accountant role.

Yes. On Canadian commercial leases, the GST/HST/QST charged to tenants is booked to Sales Tax Payable, not to rent income, and the accountant export includes a sales tax report by month, property and province for your CRA / Revenu Québec return. Books are kept in CAD for Canadian organizations.

Yes. End of year, go to Reports → 1099 → choose tax year → review candidate vendors (paid > $600) and owners → generate IRS-compatible CSV for filing.

Properties → Expenses → New. Each expense is tagged to a property. The GL automatically posts the journal entry. Reports → Expenses by property gives you the breakdown.

Owner (your boss), Property Manager (admin level), Leasing Agent (lease + applications), Maintenance Lead (tickets), Accountant (financial reports). Plus Tenant (portal only) and Property Owner (passive owner — sees their property statements).

Yes. The triage bot routes: maintenance → Maintenance Lead, billing → Accountant, lease → Property Manager, etc. You can also DM specific team members.

For absentee landlords (people who own properties but don't manage them). They see only their assigned properties, monthly income statements, and distribution history. No access to other landlords' data.

PostgreSQL on Render (Oregon, US). Daily backups with point-in-time recovery. SSL/TLS in transit, encrypted at rest. Card data is tokenized via Stripe (PCI compliant).

Settings → Export. Download all your data as CSV (per table) or JSON. Keep your data forever, even if you cancel.

Your data is retained for 90 days then permanently deleted. You can re-activate within 90 days at any time. Export your data first if you want to keep a copy.

Yes. See our Privacy Policy. We don't sell your data, don't train AI on your private data, and respect deletion + access requests.