Caswise offers a complete toolkit for HOAs and condo associations. Choose only what you need and scale anytime.
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Minutes and forms stored, searchable and always up-to-date.
Track maintenance and compliance from request to resolution.
Standardize RFPs and compare proposals transparently.
Caswise replaces spreadsheets with a single platform built for HOAs, condos, and co-ops. Automate AP/AR, reconciliations, and month-end close while keeping owners, boards, and vendors aligned. With Florida-compliant payment application, role-based access, and audit-ready reports, you get clarity you can count on.
Automate dues, AP/AR, autopay, and bank recs with a complete audit trail.
Florida payment-application rules, permissions, e-sign, and exportable ledgers.
Access balances, pay dues, submit requests, and see announcements in one place.
Automate dues, AP/AR, bank reconciliations, and month-end close with a full audit trail.
Store bylaws, minutes, and forms with roles, versioning, secure links, and e-signatures.
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Caswise brings modern accounting to community associations. Automate dues, AP/AR, and reconciliations; share documents and collect e-signatures; and keep every action compliant with Florida payment-application rules. Clear, audit-ready, and built for boards.
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Understand the priority for assessments, interest, late fees, costs, and credits—plus simple examples to stay compliant and consistent.
Clean your chart of accounts, import owners, set opening balances, connect bank feeds, test, train, and go live with confidence.
A repeatable workflow for publishing the agenda, capturing attendance, e-signing minutes, and sharing board-ready packets.
Our team reviews your processes (AR/AP, reporting, budgeting, owner portal, bidding) and builds a step-by-step implementation plan. No obligation and clear answersCo
Accounting, owner portal, requests, documents, and bidding—streamlined in Caswise and tailored for community associations.