Bookkeeping and tax handled for you by a team of US-based real estate accountants and CPAs.
Schedule a demo
$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM

$279MM AUM

$350MM AUM

$230MM AUM

$400MM AUM

$250MM AUM

$831MM AUM

$370MM AUM

$450MM AUM

$1.4B AUM

$311MM AUM

$550MM AUM

$700MM AUM
Start with whichever your firm needs. Expand as you grow.
Get your books reconciled and ready.
A dedicated CPA team that files your tax returns on time.
Our accounting team codes transactions, reconciles every bank account, and closes your books on whichever cadence fits you — monthly or quarterly — so your financials are always accurate and up to date, without you touching a spreadsheet.
Property-level and entity-level filings, prepared and delivered by our accounting team. Because tax prep runs off the same books we keep for you all year, nothing has to be re-entered or reconciled twice — and since it's all on one platform, sharing K-1s with your investors is just as easy.
Funds, syndications, SPVs, joint ventures, individual properties — our accounting team handles the books no matter how your deals are structured. Already have property management books on another system? We'll review and clean them up before bringing everything onto one ledger, so nothing about your accounting history gets left behind.
Funds, syndications, SPVs, and properties
Every bookkeeper and tax preparer working on your books is based in the US — none of your accounting is outsourced overseas. That means direct access to the same team quarter after quarter, clear communication, and accounting held to US standards from day one.
Schedule a demo to meet the US-based accountants and CPAs who will run your books.
Schedule a demoProducts
Capital raising
Why Cash Flow PortalEquity raising simplifiedFunds on Cash Flow PortalCo-sponsorsCustom brandingProperty management
BookkeepingBank syncQuickbooks integrationReportsOwner portalMaintenanceApplications & eSignTenant screeningCRMRent collectionTenant portalCommunicationFund admin
Fund administrationInstitutional fund administrationSPVsFund admin servicesIntegrated CPA servicesBanking
Integrated bankingLeads
New leads©2026 All rights reserved. Cash Flow Portal Inc.