Agency Cloud's Client Accounts

Accredited accounting software for client management

Manage client monies with full compliance

Reapit Agency Cloud Clients Accounts is the estate agent accounting software of choice for managing your clients’ accounts and payments efficiently while ensuring maximum compliance, all from a single integrated platform.

Advanced auditing and transparent client accounting features are built-in to ensure easy tracking and protecting of client monies, with automated account reconciliation occurring daily. The platform is also fully accredited with ICAEW, NALS and Propertymark.

Estate agents have many legislative challenges to deal with from the Tenant Fees Ban to landlord taxation, but with a host of benefits and enhancements included in your Client Accounts software, you can give your clients a better, more secure service that will drive business growth for everyone.

ICAEW Accredited Software
The National Approved Letting Scheme
PropertyMark Industry Supplier
Swiftly handle all payments with care and compliance through Reapit Agency Cloud Client Accounts

Drive efficiency with perfect compliance

Client Accounts is a powerful and compliant accounting platform that makes rent runs and landlord payments quick and simple while accelerating office productivity. Processes are simplified and streamlined throughout Client Accounts reporting to ensure you receive your fee payments on time.

The reduced manual workload allows you to focus on compliance training, compliance audits and efficiency projects; boost productivity with transparent client accounting features; run batch rent invoices and landlord payments; and quickly generate receipts that can be easily reconciled.

Client Account Processes

Client Account Processes – run daily processes accurately and efficiently

Daily accounting processes are accessible from one single menu and ensure that your accounts are perfectly balanced, every day. With compliance already built-in, your daily processes are streamlined for maximum efficiency.

Easily carry out accounting services such as raising invoices, payment runs to bank reconciliation and preparing landlord statements. The Electronic Bank Statement importer and intuitive Receipts Matching allow receipts to be imported directly from a client’s bank account into Agency Cloud Client Accounts, and quickly matched with the correct tenancy. Client Accounts can be configured to recognise and automatically match payment references belonging to specific tenancies, saving time and reducing the opportunity for errors.

Payment Runs

Payment runs – fast, simple and efficient

BACS scheme integration makes required payments to landlords and suppliers, as well as agency fees, completely effortless. Direct debits can also be quickly processed in Client Accounts, allowing the creation, collection, resubmission and cancellation of any direct debit instructions.

Export agent remittance details as a pivot file to easily view and allocate agency fees to the correct negotiator.

Arrears

Arrears – fast, easy and convenient

See all outstanding landlord payments, choose your preferred method of communication and use templates to chase arrears.

Supercharge client accounting

Client Account Reconciliation operates daily and substantially improves the efficiency of your client services by offering a detailed and accurate breakdown of all client monies held.

Deliver a better client experience with advanced audit trail features that automatically log any changes to key financial data, such as bank details and non-resident landlord information, for an accurate activity trail. Each activity is logged with the time and date, along with the name of the person making the change.

Reduce human error and fraud

Reapit Agency Cloud Client Accounts ensures that a client cannot be overdrawn by paying out unavailable funds. New or amended bank details must be checked and approved by multiple users before payments can be made.

Pre-set Agency Cloud users must approve a company before any payments can be made to them, and a two-stage electronic company invoice approval is required prior to making an invoice available for payment.

Reapit has a dedicated team of Client Accountants who will assist you with both the transition to Client Accounts and ongoing support after the transition.

James Pendleton Logo

Here’s how Reapit Agency Cloud Client Accounts helped James Pendleton to boost their rent processing and time efficiency

  • “Agency Cloud Client Accounts fast-tracks rent receipting by importing the bank statements directly into the landlord ledger and automatically allocating the receipts to the correct landlord/tenancy. By doing this we have saved on average 3 hours a day.
  • BACS-automated landlord payments ensure accuracy and have saved us 10 hours a week.
  • Multiple Landlord Payments allow us to pay hundreds of landlords with a single click. This has saved us on average 5 hours per week.
  • Bank Reconciliations completed daily in Client Accounts help us to remain on top of our accounting. This process was done manually before.
  • Extensive accounts reporting, as well as many custom options that has saved us more time, especially a monthly renewal and fees report.
  • Non-Resident Landlord Calculations are carried out automatically, making payments to HMRC even easier. Year-end tax reporting is now done in less than an hour.
  • Renewals management is easy with automated templates to landlords and tenants letters saving the renewals teams on average 2 days a week.”

Discover more ways to use Reapit Agency Cloud Client Accounts to stay compliant and speed up account processes with built-in best practices, automation, workflows, streamlined processes and configuration features.

Book a demo to see how Reapit Agency Cloud Client Accounts can help you stay compliant, increase productivity and provide an enhanced client experience.

Get a demo