Onboarding

Onboarding runs in four phases: a review of your business process, a merchant application, a data migration, and training delivered in person or remotely. A professional CPA is your onboarding lead through every one of them, making sure data is cleansed and validated and that go-live actually holds. That is a deliberate choice — the person moving your books is a qualified accountant rather than an implementation coordinator following a script.

It depends on the size of your portfolio and the state of your current environment, but a landlord under 100 units is typically live in under 30 days, and a mid-size operator around 500 units in four to six weeks. What moves that timeline most is whether your bank reconciliations, rent roll and renewal management are up to date going in. Our team assesses where you actually stand before quoting you a date, because no two portfolios are alike.

Plan for roughly two to three hours of your key people's time for the business process review, several hours a week for two to three weeks during data migration, and up to six hours of training split between accounting and operations. This is the question we are asked most often, and the honest framing is that switching platforms costs your team real time — the four-phase structure exists to make that time predictable rather than open-ended.