HOA Simplify review
Broad HOA workflow coverage with accounting, portals, governance, and portfolio reporting.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
HOA Simplify is cloud-based HOA management software for self-managed boards, property management companies, and residents. It brings dues and assessment billing, accounting, bank reconciliation, budgeting, financial reporting, resident self-service, documents, maintenance requests, ARC workflows, violations, elections, and amenity reservations into one system. Property managers can also manage multiple communities through a portfolio workspace, while residents can access services through the web and progressive web app.
Every plan starts with a 14-day free trial with no credit card required, and there are no setup fees. Plans are priced by community size, and the pricing page shows early-adopter launch prices that founding members lock in next to the standard ones: Basics costs $49 per month (standard $69) for up to 25 units, Community $79 (standard $99) for up to 50 units, Association $119 (standard $149) for up to 125 units, Standard $179 (standard $229) for up to 200 units, and Premium $379 (standard $449) for unlimited units. Every plan includes full accounting with a general ledger, budgets and reserve tracking, dues collection, ARC, violations and elections, the resident portal, the AI assistant and QuickBooks Online sync. ACH bank transfers carry a 0.8% platform fee capped at $5 per transaction, card payments add 0.75% (with a $5 minimum) for PMC-managed HOAs or 1.25% for standalone HOAs plus Stripe's fees, and boards can pass the fee to residents. The plan cards list custom reports, mobile app access and priority email support from Association up; Premium adds advanced analytics and API access, and Enterprise is priced on request.
The product’s main strength is breadth. Assessment billing includes reminders, late fees, payment plans, and real-time balances; accounting includes a chart of accounts, general ledger, journal entries, and AI-assisted reporting; and finance tools cover reconciliation, budgets, reserves, exports, and budget-versus-actual insights. Residents get online payments, documents, requests, voting, and amenity booking. QuickBooks Online synchronization and Stripe-powered payments support the financial workflow, while mobile apps, API access, scheduled reports, and portfolio dashboards extend its platform fit. HOA Simplify suits organizations seeking one system for finance, administration, and resident engagement; smaller associations needing only basic accounting may prefer a narrower tool.
HOA Simplify pros and cons
- Where it wins
- Combines accounting, billing, reconciliation, budgets, reports, and reserves
- Supports portals, payments, documents, voting, violations, and amenity bookings
- Offers QuickBooks Online, Stripe, mobile apps, API, and portfolio reporting
- Where it doesn't
- No free plan; paid plans start at $49 a month at launch pricing ($69 standard)
- Advanced capabilities require higher-priced plans
- Payments carry platform fees on top of Stripe's: 0.8% for ACH (capped at $5) and 0.75% to 1.25% for cards
HOA Simplify fact sheet, pricing and score →
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