Hey there! True confession. Still haven't filed last years taxes yet. As i am about to do them, I mind as well transition to using a new app. Any recommendations for a RE investors with properties in several states that owns Multis and SFR and Short Term rentals?
I'd recommend Tellus. It sorts expenses by property and category, which makes everything really easy for taxes. The financial tracking component was what originally drew me to the app, but it also lets you collect rent and chat with tenants.
@Thomas Hayworth . Thanks for the suggestion. I had my accountant in mind as i try to make it as easy for them as possible and easy for me too. At $600 per hour (my CPA), the more i do the more they can be more effective in what they can do for me.
You may also want to take a look at Stessa: https://www.stessa.com/
I have not used them but I was just now reading about them and they look promising.
@Angela Yan - Makes sense. Tellus lets you create financial reports based on the data you input into the app. So as long as you've been tracking things, it's easy to make and export the right documentation for your CPA.
I don't know about other apps other than Cozy and Tellus. My mom uses Tellus, actually.
Which booking software do you use? I would go with QuickBooks Online, they have a mobile app as well.