Step 1 of 6
1. Use the Accountant user profile.
2. Make sure the Properties and Leases modules are turned on (required for us to get the reports we need). And please only give us read-only access to PropertyWare.
3. Here is a screenshot of the exact settings to use:
4. Send the invitation to info+"YOURCOMPANYNAME"@pmprofitcoach.com (for example, email@example.com).
What corporate accounting software do you use? (required)
What trust accounting software do you use? (required)
How many units do you manage? (required)
How can we help you?