Who this is for
PropFlow is built for accounting and tax firms that prepare returns or bookkeeping for landlord clients.
- CPA firms
- Bookkeeping firms
- Tax preparers
- EA practices
- Firms with rental property clients
- Staff who process landlord documents each season
The problem with landlord client records
Landlord clients rarely send clean, organized records. Most firms spend staff time chasing and reconstructing before any real tax work can begin.
- Clients send bank exports, screenshots, paper receipts, spreadsheets, and email notes — in no consistent format
- Records are mixed across properties, making property-level separation manual and slow
- Missing documents generate multiple rounds of back-and-forth before preparation can start
- Repair vs. improvement items are unlabeled, creating review friction for preparers
- Uncategorized or ambiguous transactions require staff judgment before any workflow step
What PropFlow does
PropFlow receives messy rental records from a landlord client through one intake flow, organizes them by property, and produces a structured draft packet for your staff to review before preparation begins.
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Client submits records through one intake link Your landlord client uploads or sends their rental bank CSV, rent ledger, receipts, maintenance invoices, and any existing notes through a single submission channel. You send them one link; they send everything once.
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PropFlow organizes records by property Bank CSV rows are matched to properties. Receipts are indexed and linked to transactions. Rent records are checked for missing months. Maintenance notes are attached to relevant expense lines.
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Draft packet delivered for staff review Your preparer receives a property-level income and expense summary, a flagged transaction detail, a receipt index, and a review list of missing, duplicate, and ambiguous items — before any filing work begins.
What the draft packet includes
- Property-level income and expense summary
- Transaction detail with draft categories
- Receipt index
- Missing document checklist
- Missing rent month check
- Duplicate transaction or receipt suspects
- Schedule E category draft
- Repair vs improvement review flags
- CPA / bookkeeper notes
- Export: PDF / CSV / Excel / ZIP
View the sample rental tax pack to see what a draft packet looks like with fictional data.
$99 landlord client pilot packet
Send one messy landlord client packet. PropFlow will organize the submitted rental records into a property-level draft packet for your staff to review.
- One landlord client
- One tax year
- One to two rental properties
- Bank CSV or spreadsheet
- Receipts and expense documents
- Maintenance notes
- Draft output packet (PDF / CSV / Excel / ZIP)
- Delivered within 5–7 business days of receiving all files
What PropFlow is not
PropFlow is not
- Tax filing software
- Tax advice
- A practice-management portal
- A client portal replacement
- Property management software
- Rent collection
- Tenant screening
- Lease management
PropFlow does
- Collect messy rental records from landlord clients
- Organize records by property
- Flag missing, duplicate, and unclear items
- Prepare a draft packet for preparer review
- Reduce staff time chasing and reconstructing records
- Return a structured, export-ready draft file
Related
PropFlow organizes rental records into a draft packet for CPA, bookkeeper, or tax preparer review. PropFlow does not provide tax, legal, accounting, or bookkeeping advice and does not file tax returns. Final categorization, tax treatment, and filing decisions should be made by a qualified professional.