More clarity.
Less chasing.
One prioritized work queue for your board or management team, with approvals, roles that match real responsibilities, board records, and guided onboarding.
Sees the whole queue and gives the second approval where the community requires one.
- Know what’s next
Tasks, deadlines, approvals, and overdue items in one queue.
- Roles that fit
Permissions follow responsibilities, not titles alone.
- Records that last
Rosters, minutes, and decisions with effective dates.
The right access.
For every seat.
Assign administrators, presidents, secretaries, treasurers, and board members, plus designations like account owner and billing administrator. Sensitive actions need explicit authority, and some need a second approval.
- Roles for residents, boards, management companies, and HOAhx staff
- Designations such as account owner, billing administrator, and backup contact
- Role effective dates and committee assignments
- Explicit authority for publishing, refunds, certification, and transfers
- Dual review where your community requires it
- Administration of homes, residents, finances, requests, documents, messages, amenities, events, surveys, votes, and parking, by permission
A board title doesn’t automatically grant unrestricted financial access, private contact access, subscription ownership, or administrative authority.
| Permission | President | Treasurer | Secretary | Member |
|---|---|---|---|---|
| View finances | Summary | Summary | ||
| Publish assessments | Proposes | |||
| Approve refunds | Proposes | |||
| Export records | ||||
| Grant access |
Decisions you can
look back on.
Keep board and committee rosters with effective dates, minutes, and a record of every decision, so the next board picks up exactly where this one left off.
- Board and committee rosters with role dates
- Minutes and decision records
- Search, filters, confirmed bulk actions, templates, and essential exports
Every community.
One workspace.
Management companies run every community they manage from one place, with access assigned community by community, shared templates, and the reporting they’re authorized to see.
- Basic multi-community management
- Access assigned by community
- Company staff assignments and shared templates
- Authorized operational reporting
From your spreadsheet.
Reviewed before it’s real.
Upload the CSV or Excel file you already keep. HOAhx suggests how your columns map to its fields, flags anything that looks off, and waits for your approval before a single home is imported.
- Import properties, owners, occupants, and opening balances
- AI-assisted column mapping, import previews, and duplicate detection
- Missing-data review and balance reconciliation before approval
- Import history and a safe way to correct mistakes
- Resident invitations, verification, and activation tracking
2 possible duplicatesReview
1 owner without an emailReview
Balances are $370.00 over the statementReconcile
Your subscription.
Clearly in hand.
The account owner controls the community’s HOAhx subscription, from the free trial to invoices and renewal notices, with subscription billing kept completely separate from homeowner payments.
- A 30-day free trial with no payment card, and authorized extensions with a recorded reason
- Guided setup and acceptance of the applicable terms
- Monthly pricing by home count, with purchase confirmations, invoices, and renewal notices
- A clear account status from trial to active, past due, read-only, suspended, or canceled, with reactivation
- Account owner, billing administrator, and backup contact roles
- Cancellation controls, account-owner transfer, and data export, retention, and deletion under the approved policy
- Subscription billing kept separate from homeowner HOA payments
- Plan
- 101–200 homes · $129/month
- Payment method
- None during the trial
- Account owner
- Jordan Lee
- Billing administrator
- Dana Ortiz
The right view
for every role.
Everyone sees what their role allows, and your community decides who can do what.
- Boards
Work from one queue, approve what needs approval, and keep every decision on the record.
- Account owners
Control the subscription, assign billing roles, and hand off when the board changes.
- Management companies
Assign staff to communities, share templates, and report across the portfolio.
Board questions.
Clear answers.
Something else on your mind? Visit the help center or book a demo.
