Hendersonville NC Real Estate Blog: RealtyZam Review for Real Estate Accounting

RealtyZam Review for Real Estate Accounting

RealtyZam Review for Real Estate Accounting

Currently I am on day 10 of severe vertigo and so am pretty much bedridden. So while I am on an unexpected 'staycation', so to speak, I have decided to actually read all of those emails I get every day and RealtyZamsee if there is anything I am missing. A few days back I opened an email from The NAR newsletter and saw information on RealtyZam, and since I had been looking for a new accounting software I decided to have a look.

The first thing I saw was that it was specifically for real estate, and that is is also a mileage tracker, with access on a mobile app. Ah ha! Everything in one place. I love that. They are offering a free trial with no credit card so I decided to take it for a test drive, with all of my free time.

I was a little disappointed that it did not have a single video for learning how to use it, so I had to just jump in and just wing it. Since my head is a bit wobbly with the vertigo, I was concerned I may not have the where with all to really 'get it'. But to my surprise it was so intuitive that the video's are a mute point.

Currently there is not direct link to your bank or credit cards, (although I am told that is in the works and should be set in the next few weeks) so you have to download CSV or quicken spread sheets and then upload them. I was on Safari and had an issue with the upload, so wrote support, on a Thursday night late, expecting an answer the next day, maybe. To my surprise I got an email back almost immediately. I had to write back with a clarification and shock! I got a call from tech support! Talk about great support! The issue was resolved quickly and I was on my way.

Did I say I have vertigo?? Arghh! Well, at the time I uploaded the spread sheets, I was having to delete each thing I didn't want with two clicks. Talk about head spinning! I wrote support, and suggested a fix, and by the time I had a second spread sheet loaded, they wrote and said great idea, the programmers just added it to the system. Really? I logged out and logged back in and Miracle! Now you can check them all and delete as you like. Talk about service.

Since there is little I can really do right now I worked on getting my whole year of expenses and income in, and it all went very smoothly. I am 90% done with that part, and will start playing with the mileage tracker next. I just downloaded it on my iPhone and it looks very easy to use.

It also has a section for your clients, which will allow you to track exact expenses and mileage to a particular client. Do you know how much each client is costing you? I think we can safely say we would be slightly surprised.

I love the final CPA report, it is very clear for your tax person to see everything at a glance.

I have only been exploring it for a few days but so far I am loving it, and I am almost ready for tax time, which is a miracle in itself!

Now if I can just get rid of the vertigo and get back to work so I can try out the mileage tracker...

Try out RealtyZam for yourself free!

RealtyZam Review for Real Estate Accounting

Jerri McCombs, Advanced Virtual Assistant 

828/553-5190 or info@JerriMcCombs.com

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Comment balloon 7 commentsJerri McCombs • December 05 2015 08:48AM

Comments

This is the 2nd time in 24 hours I've heard of RealtyZam ???

Posted by Michael J. Perry, Lancaster, PA Relo Specialist (KW Elite ) about 3 years ago

Hi Michael J. Perry! I think it is a sign...

LOL

Posted by Jerri McCombs, Hendersonville NC Relocation (Hendersonville NC Relocation) about 3 years ago

I am using it and I must say Im highly impressed. Slick interface. Just a few minutes each day (if that) and everything is in order come tax season.

I agree with you Jerry, without a video it can be confusing...  but most will catch on and when you do ---  its really easy and efficient.

Posted by Steven Pomeroy, Your Dream is my Passion. Poconos PA Realtor. (Wilkins and Associates) about 3 years ago

Jerri, hope your vertigo is better, that must be difficult to work.   This program sounds like a great tool for REALTORS. 

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (House to Home, Inc. - Denver Real Estate - 720-231-6373) about 3 years ago

This program is very simple to use, it doesn't have the complexity of a real accounting program which makes it very user friendly. --I wish there was a brokers version. 

Posted by John Nyiszter, BROKER, PLMC, CDPE, CIAS, E-PRO (Tesla Realty Group LLC.) almost 2 years ago

FYI...we now have bank linking. We've actually had it for a couple years now, but the article was written about 2.5 years ago. Check it out and let us know if anyone has any questions!

Posted by steven bjorkman 10 months ago

yes, this is an old article, and many great updates have been made since this review. It is a great program and I still highly recommen it to any agent. 

Posted by Jerri McCombs, Hendersonville NC Relocation (Hendersonville NC Relocation) 10 months ago

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