Best Real Estate Accounting Software (2023) – Forbes Advisor

Zoho Books offers a free plan and six paid ones. The free plan provides one user and one accountant, client management tools, a client portal, online and offline payment processing, automated payment reminders, expense and mileage tracking, invoicing tools and the ability to add key tax calculators and reports. The paid plans add features like inviting multiple users, paying bills, assigning custom roles, managing timesheets, and setting up automated rules.

While Zoho Books offers a few real estate-specific tools, proprietary apps that can be integrated further expand its capabilities to serve real estate professionals. Some useful real estate integrations include Zoho Sign (for email capabilities and encryption of estimates and invoices), Zoho Expense (for managing travel and other expenses), Zoho People (for employee timekeeping), and Zoho CRM (for contact management). . All of them offer special value to real estate professionals.

For example, Zoho CRM can be integrated with Zoho Books to allow real estate professionals to add their contacts and develop a profile for each. Users can track customer or tenant purchase patterns, payment details, credit history and more. Then, you can send tenant or customer invoices directly from the platform.

know more: Read our full Zoho Books review.

Who should use it?

Real estate professionals who need basic accounting software, then multiple integrations to tailor the solution to their unique business needs, should consider Zoho Books.