OpEx/CAM Cloning Companion

STRATAFOLIO is an online web-based, secure, mobile-friendly software application service made for people who own, manage or lease real estate and use QuickBooks Online or QuickBooks Desktop as their accounting software.

Yes. STRATAFOLIO has a seamless two-way integration with QuickBooks Online. When you use STRATAFOLIO to manage your commercial real estate along with QuickBooks Online, you get full automation, resulting in one easy-to-use, fully integrated property management and accounting solution. On average, customers using QuickBooks Online and STRATAFOLIO save over 80% of manual effort.

Yes. STRATAFOLIO currently integrates with both QuickBooks Online and QuickBooks Desktop. If you have another integration from another accounting system you would like us to consider, please send us an email so we can add you to our waiting list of future integrations.

At STRATAFOLIO, we make security one of our top priorities. That is one of the many reasons why we chose Microsoft Azure as our hosting provider. We gained many security benefits that come with the Azure infrastructure on our hardware and software. We have also gone above and beyond what is required in the industry to ensure your data is secure.

When you join STRATAFOLIO, you get:

• All your data is encrypted with a 256-bit Transport Layer Security (TLS) protocol.
• Your sensitive data and uploaded documents are encrypted at rest as an added layer of security.
• Two-factor authentication (2FA) is available. When 2FA is enabled, it neutralizes the risks associated with compromised passwords.
• We require a 12-character password containing at least 1 number, one non-letter or number, one lower case letter, and one upper case letter.
• We also hash all stored passwords, so even if anyone would obtain that information, those passwords would be hashed, so no one would be able to read them. When a password is hashed, it’s turned into a scrambled representation of itself, making it mathematically impossible to recover the original password.
• We implemented measures to protect against brute-force attacks by blocking someone for 30 minutes after they had six failed login attempts.
• We implemented measures to protect against Cross-Site Scripting (XSS). This prevents users from sending malicious code, generally in a browser side script to a different end-user.
• We also implemented measures to prevent against Cross-Site Request Forgery (XSRF/CSRF) attacks. These types of attacks would force an end-user to execute unwanted actions on a web application in which they’re currently authenticated.
• We have a rigorous annual security audit that entails penetration testing and security best practices along with Intuit security requirements. https://developer.intuit.com/app/developer/qbo/docs/go-live/publish-app/security-requirements
• We have a firewall strictly limiting access to the database.
• The only way a user can access STRATAFOLIO is if a STRATAFOLIO authorized user invites another user from within an existing organization. An admin can revoke login access for a user at any time.
• For your security, STRATAFOLIO doesn’t cache sensitive information.
• STRATAFOLIO uses servers and data centers that have been certified to industry standards. Certifications include ISO 27001 (data security), ISO 27017 (cloud application security controls), and ISO 27018 (protection of data in the cloud).
• Your data is continuously backed up and retained for 35 days, to guard against accidental deletion.
• STRATAFOLIO uses Geo-Replication. Meaning, if our servers in our primary region go down, we immediately switch to a backup region. As a result, you can expect no interruptions in our services.

No, STRATAFOLIO shows the whole platform on a cash basis only. The Owner’s Dashboard was specifically designed to show how much cash is available at any given time. For this reason, we do not show any of our reports on an accrual basis; they are only on a cash basis. To compare the QuickBooks accounts done on an accrual basis, select the Cash Basis button on the QuickBooks Reports page.

The categories on the Owner’s Dashboard Cash Flow are not adjustable. However, if you would like to remove the amount from being displayed on the Dashboard, please let the Onboarding Team know, and we can remove them from the view.