CPA Partner Program

Together we help commercial real estate owners & investors succeed

How Can You Help Your Real Estate Clients?

STRATAFOLIO is a complete property management solution giving owners total control of their data to analyze trends, automate critical processes, create comprehensive reports, strategically plan, and increase profitability. Best of all, it integrates seamlessly with QuickBooks Online and QuickBooks for Desktop

A cloud-based solution that helps real estate owners

Financial Management

  • Consolidated view of your entire portfolio’s financials
  • Spot trends and patterns in your data
  • 1-click sharing of information for personal financial statements
Asset Drill Down​

Asset Management

  • Unify all your properties under one umbrella
  • Consolidated view of asset value
  • Track purchase dates and prices

Operations Management

  • Track upcoming lease escalations
  • Ability to produce a rent roll
  • Manage work orders and maintenance requests
  • CAM Reconciliation

Investor Management

Share investor login and eliminate the need for mailed reports Track cash-on-cash return across multiple investments over any timeline Create confidence with real-time information

CPA Partner Benefits

STRATAFOLIO partners with CPA firms worldwide to provide their clients with the most comprehensive software tools to manage their operations alongside your invaluable financial analysis, tax consulting, and strategic planning services.

  • Transparency with customers like never before
  • Identify issues within an operation faster
  • Real-time strategic analysis
  • Preferred pricing and support for your clients
  • Personalized on our partner page
  • And more...

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