Thoughtful stewardship
Give volunteer leaders the clarity to stay ahead of community priorities.
Platform Tour
The complete HOA operating system
Every tool a homeowner association needs — from dues collection to digital elections — in a single, integrated platform. Start with a 30-day free trial and no feature tiers.
- AI meeting notes
- Ask Annie, your AI HOA manager
- Online dues with autopay
- Double-entry books
- One-click QuickBooks sync
- Digital elections with proxy voting
- No contracts, cancel anytime
- Violations, fines, and maintenance
- Amenity reservations
- Visitor QR passes
- Free branded community website
- Vendor directory, bids, and invoices
- Automated workflows
Financial & Payments
Stripe Connect dues, autopay, late fees, budgets, and a full general ledger.
Tax & Compliance
Form 1120-H, Form 1120, 1099 filings, and vendor W-9 workflows.
Operations
Maintenance tickets, violations, vendor portal, and automation rules.
Governance
Digital ballots, ACC approvals, and document acknowledgment workflows.
Community
Inbox, calendar, announcements, amenities, and visitor QR passes.
Annie
Your AI HOA manager. She takes meeting notes, drafts, files, triages — and asks before she acts.
Community in focus
See the whole community from one place.
HavenHOA gives boards more time for the people, places, and decisions that keep a community moving forward.
Financial overview
July community snapshot
Collected
$22.4k
100% on track
Outstanding
$1.2k
8 households
Operating cash
$42.2k
Healthy reserve
Monthly cash flow
+$4.8kRecent activity
Dues payment+$150
Landscaping−$680
AutoPay+$150
Accounts reconciled
Clear communication
Keep residents informed and make every neighborhood update feel connected.
A stronger community
Create more time and space for the moments that make a neighborhood feel like home.
One connected platform
Keep finances, operations, governance, and resident communication working together.
01Financial & Payments
Get paid on time. Automatically.
Connect Stripe to your HOA's bank account in minutes. Residents pay online; funds deposit directly — no middleman, no delay.
- Credit card, debit, Apple Pay, and ACH bank transfer
- Monthly autopay subscriptions — residents set it and forget it
- Configurable card surcharges — absorb fees or pass them to residents
- Automated late fee rules: flat dollar or percentage, with grace periods
- Resident payment history with full ledger reconciliation
- Payment details are entered through Stripe-hosted payment flows
Dues Dashboard
Collected this month
$22,350
↑ 100% of assessments
AutoPay enrolled
143/150
95.3% adoption
Park, A. $150
Chen, M. $150
Rivera, J. $150
Thompson, K. $150
✓ Stripe Connect active · Deposits in 2 business days
General Ledger
1010 · Operating Cash$42,180
1200 · Accounts Receivable$0
4100 · Assessment Revenue$22,350
4200 · Late Fee Revenue$225
5100 · Landscaping Expense($3,800)
5200 · Maintenance Expense($1,200)
Net Income (MTD)$17,575
↗ Synced to QuickBooks Online · 2 min ago
02Accounting & Reporting
Accountant-ready financials. Zero extra work.
Every payment, fine, and expense automatically posts to a double-entry general ledger. One click syncs to QuickBooks — hand your accountant a clean set of books, not a spreadsheet.
- Double-entry general ledger with 11 pre-configured chart of accounts
- QuickBooks Online sync — push your GL to your accountant in one click
- Journal entries created automatically for every payment, fine, and expense
- Live bank feeds via Stripe Financial Connections + statement reconciliation
- Financial reports: income statement, balance sheet, budget vs. actuals
- Budget planning — set line-item budgets and compare monthly against actuals
- Full audit trail with timestamps and recorded-by attribution
- Resident owner statements — personalized payment history and balance reports
- Assessment reversals — refund or adjust assessments with automatic GL posting
03Operations & Workflows
Stop managing work orders by email.
Centralize maintenance requests, track violations with photo evidence, and coordinate vendors — all in one place that residents and staff can actually use.
- Resident-submitted maintenance tickets with photo attachments
- Category routing: plumbing, landscaping, electrical, structural, painting
- Automation rules — auto-route tickets and violations by category, urgency, or property
- Violation reporting with photo evidence and optional anonymous mode
- Issue fines directly to resident ledger and general ledger
- Vendor directory with bids, invoice approval, and insurance expiry tracking
- Invite-only vendor portal — vendors see only work orders dispatched to them
- Delinquency workflow — automated tracking, notices, and aging reports
Open Tickets
Pool pump making noiseIN PROGRESS
PLUMBING→ Mike T.
Sprinkler head broken — unit 14BPENDING
LANDSCAPING→ Unassigned
Gate keypad not respondingIN PROGRESS
ELECTRICAL→ Mike T.
Violation
Unsupervised dog — Unit 22A
CC&R Violation · Photo attached$50 fine issued
04Tax & Compliance
Prep 1120-H and 1099s without leaving HavenHOA.
The HOA tax center reads your general ledger, drafts Form 1120-H (and Form 1120 for taxable associations), and generates 1099s for every reportable vendor. Hand your accountant a clean preparer package — no re-keying.
- Form 1120-H workpaper — the HOA-specific federal return, prepped from your ledger
- Form 1120 workpaper with Schedule G ownership detail for taxable associations
- 1099-NEC/MISC generation for every reportable contractor payment in the year
- Vendor W-9 collection — track TIN + tax classification per vendor
- 1099 review workflow — flag missing W-9s, confirm recipient statements
- IRIS-ready CSV export + preparer package for handoff to your accountant
- Encrypted tax identity fields (EIN, TIN) with masked display and access audit
Tax Year 2026 · Federal Filing
Form 1120-H workpaperREADY
60% exempt-function test · $187,420 gross income
Exempt function income$142,300
Non-exempt income (interest)$1,850
Exempt function expenses$118,900
60% source testPasses
1099-NEC batch
Vendors above $60012
W-9 on file11 / 12
IRIS CSVReady to export
✓ Preparer package generated · EIN masked · Access logged
Active Ballot
Board Member Election 2026
Closes June 30 · Anonymous · One vote per property
Sarah Chen38 votes (58%)
Marcus Rivera19 votes (29%)
Pat Williams8 votes (13%)
✓ Quorum reached · 65/94 properties voted (69%)
Pending ACC Request
Front door replacement — 14 Oak Ln · Awaiting 2 of 3 board approvals05Governance & Voting
Run elections residents will trust.
Digital ballots support property-based voting controls, proxy assignments, quorum tracking, and timestamped activity logs.
- Digital ballots with one vote per property and proxy support
- Proxy assignment — residents can delegate votes to another property
- Anonymous ballot option for sensitive decisions
- Real-time quorum tracking with automatic ballot closure
- ACC requests: submit, review, approve with neighbor notification
- Governing document uploads with mandatory resident acknowledgment
- Board directory with contact info, roles, and per-role permissions
06Community & Amenities
Give residents the experience they expect.
Self-service amenity booking, visitor QR passes, and community announcements — all with the notification controls residents actually want.
- Unified inbox — private resident↔management threads with attachments and read state
- Community calendar for board meetings, amenity blackouts, and events
- Notifications center + per-resident preferences by category (dues, tickets, violations)
- SMS messaging for time-sensitive alerts, delivered on top of email + in-app
- Configurable amenities with time limits, capacity, approvals, and paid bookings
- Visitor management: register guests, issue QR passes, log vehicles
- Community announcements with optional email delivery per resident
- IP-logged audit trail for every document signature and acknowledgment
Reservations · June 2026
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Upcoming
Clubhouse
Jun 24 · 2–6 PM
Pool Pavilion
Jun 25 · 10 AM–2 PM
Visitor Pass · QR Active
Guest: J. Miller · 2026-06-24 thru 06-27 · Honda Civic · #AXB-4421Annie
Summarize the latest CC&R amendments and draft an announcement for residents
AnnieCC&R Amendment Summary: Three changes were adopted: (1) short-term rentals now require 30-day minimum stays, (2) exterior paint colors must be pre-approved by ACC, (3) commercial vehicle parking restricted to enclosed garages.
Post announcementEdit draft
Tickets triaged
24 this month
Docs summarized
8 documents
Annie, your AI HOA managerThe HOA manager your board never had to hire.
Annie knows your role, your community's documents, and the task in front of you. She takes your meeting notes, drafts announcements, triages tickets, summarizes governing documents and files your library — and she asks before she changes anything.
- Takes board meeting notes — motions, votes, and action items — and files a draft in your library
- Role-aware — board members, managers, and residents each get answers scoped to their permissions
- Auto-triages maintenance tickets by category and priority
- Drafts announcements, imports your roster, and corrects records — on your confirmation
- Routines: standing weekly or monthly reports and drafts, plus an optional morning briefing email
- Summarizes CC&Rs, bylaws, and past meeting minutes on demand
- Included in your trial, then from $10/mo
- Board-controlled access — turn Annie on or off for any role
07AI meeting notes
Run the meeting. Annie takes the notes.
Annie listens through the device in the room and writes up the meeting while it happens. When you finish, she drafts clean notes for you to correct and files them in your document library. Works in Chrome, Edge, and Safari.
- Start a meeting from the document library; words appear as they're spoken
- Draft notes build as you talk: agenda items, motions, votes, and action items
- No audio uploaded or kept — your browser transcribes and only the text is saved
- Won't start until you confirm you've told the room; the filed PDF records it
- Filed as a PDF marked draft until the board approves it; transcripts deleted after 30 days
Board meeting · Sept 18
Listening · 42:10…Raj moves we approve the Brightscape bid at forty-two hundred. Maria seconds. Five ayes, none opposed.
3. Landscaping contract
Motion: approve Brightscape, $4,200
Passed 5–0
Action items
Jane Doe — sign by Oct 1
08Community Website
A branded community website — included free.
Every HOA gets a public-facing website at their subdomain. Customize the theme, upload your logo, publish announcements and governing documents — no separate hosting or web designer required.
- Branded public website at yourname.gethavenhoa.com — no separate hosting needed
- Custom themes, hero images, logo upload, and headline copy
- Public announcement feed and amenity listings for prospective residents
- Publish governing documents for public download
- Contact info and section toggles — show exactly what your community needs
Community website preview
OH
Oakridge Heights HOAWelcome to our community
Where neighbors become friends
Latest announcements
Pool reopens June 28Jun 20
Board meeting recapJun 15
Amenities
PoolClubhouseTennis
Live at oakridgeheights.gethavenhoa.com
09Everything Included
Every feature. One flat rate.
No tiers or locked modules. Self-managed HOAs are $0.55 per home and property managers are $0.49 per unit after the trial; optional usage services are separate.
$39 monthly minimum per HOA.
Online dues collection (card, ACH, digital wallets)
Monthly autopay subscriptions via Stripe
Unlimited residents & properties
Double-entry general ledger
QuickBooks Online sync
Live bank feeds (Stripe Financial Connections)
Bank statement reconciliation
Budget planning & budget vs. actuals
Financial reports
Automated late fee rules
Stripe Connect — direct bank deposit
Resident owner statements & payment history
Assessment reversals with automatic posting
Assessment payment allocation
Annual prepayment discounts
Annual assessment payment estimates
Delinquency workflow & collection management
Form 1120-H workpaper for HOA federal filings
Form 1120 workpaper with Schedule G
1099-NEC / 1099-MISC generation
Vendor W-9 collection & TIN tracking
IRIS CSV export & preparer package
Encrypted tax identity storage (EIN, TIN)
Community announcement board
Unified resident↔management inbox
Community calendar & events
Email notification preferences
SMS text messaging & alerts
In-app notification center
Maintenance ticket system
Automation rules for tickets & violations
Violation reporting & fines
ACC request workflow
Resident self-registration
Governing document uploads
Custom roles & permissions
Board member access controls
Board directory
Community website builder
HOA-branded subdomain
Digital election ballots
One-vote-per-property enforcement
Real-time quorum tracking
Proxy assignment & delegation
Anonymous voting option
Vendor directory & bids
Vendor invoice approval
Invite-only vendor portal
Configurable card surcharges
11 pre-built chart of accounts
Photo attachment support
Maintenance staff assignment
Anonymous violation reports
Mandatory document acknowledgment
IP + signature audit log
Neighbor notification emails
Amenity reservation system (free & paid)
Visitor QR pass generation
Vehicle registry
Property manager portfolio view
Annie, the AI HOA manager
AI meeting notes
Announcement & notice drafting
Document summarization
AI-powered ticket triage
Not ready to sign up? Bring your board a one-pager.
A free, board-ready pitch — the summary, talking points, the cost answer, and objection handling to get a yes at your next meeting.
Ready to modernize your community?
Set up your HOA portal in 2 minutes. Every feature above is available from day one — free.