For volunteer-run homeowners associations
Management software for associations that run themselves.
Manage accounting, dues, meetings, utilities, property records, documents, notices, and design review in HOA Desk. We enter your association’s information and prepare the account for your board.
What it does
Tools for day-to-day association work.
These features are available today. The association keeps its account when board and committee membership changes.
Meetings and minutes
Each board and committee has its own meetings. Reorder agenda items, write and approve minutes, create a PDF packet, and control who receives the invitation.
AgendasMinutesApprovalPacketsAudience
Plat map and lot register
We trace your recorded plat lot by lot. Each lot shows the owner of record, the address, and its history.
Owners of recordAddressesHistory
Committees
Create as many committees as the association needs. Each committee has a roster, roles, meetings, a calendar, documents, and a dashboard. The board can allow members to view a committee’s information.
RostersCommittee rolesOwn pagesMember visibility
Documents
Share files with all members, the board, or a specific committee. Earlier versions remain available after a file is replaced. Google Workspace can copy documents and project correspondence to the association’s Shared Drive.
Audience permissionsVersionsGoogle Workspace mirror
Accounting, dues, and utilities
Keep the association’s books in HOA Desk or import statements from a managing agent. Track receivables, bills, budgets, bank reconciliations, and financial statements. Homeowners can pay dues through Zego Pay or RePay. Utility billing covers tariffs, meter readings, invoices, and unit charges. Badger BEACON data can be imported automatically.
AccountingFinancial importsOnline paymentsUtilitiesBEACON meters
Announcements
Send a notice to all members, the board, or a committee. Attach documents that the recipients already have permission to view. The delivery report shows the address and status for each recipient.
Membership noticesAttached papersDelivery status
Calendar
View association dates by month, week, or list. Members can subscribe from their calendar app. Entries include the location and joining instructions.
Month and week viewsSubscriptionsJoining details
Board dashboard
The dashboard shows work that needs attention and recent account activity. Board members can rearrange the dashboard cards.
Priorities queueActivity recordArrangeable cards
Design review
Handle design review online.
Homeowners complete the checklist approved by your board. Committee members review the application, record fees, and issue a decision. Project email uses your association’s mail domain.
Board-approved checklists
Use your board’s checklist and wording. Applicants know what information the committee requires before they submit.
Guided applications
The application shows the questions and required files for the selected project category.
Review fees
Fees and deposits are recorded against the application, including refunds.
Decisions on the record
The lot history includes each approval, conditional approval, denial, and the committee’s reasoning.
Correspondence on your domain
Each project gets an email address on your association’s domain. Replies and attachments are saved with the project. Templates can fill in the homeowner’s name, lot, and address.
Tasks across every application
Assign work, set due dates, and list anything still needed from the applicant. The task list includes overdue work from all open applications.
The assistant
Ask questions about your design guidelines.
The assistant answers from your association’s governing document and includes a citation for the source text.
AI can also draft standard replies, prepare an agenda from a document, draft minutes from a meeting recording, and transcribe financial statements from a managing agent’s PDF. A person must review the work before it is added to the record.
Grounded in your document
Answers use the governing document supplied by your association. Each answer identifies the relevant section.
Every citation is verified
Before an answer is shown, HOA Desk compares every quotation and section reference with the source text.
Failed checks are visible
HOA Desk flags an answer when a quotation or citation does not match the document.
A full history for the committee
The committee can review previous questions, answers, check results, and dates.
Getting set up
We set up your association before anyone signs in.
Send us the association documents, and we will enter the initial information.
- 01
We trace your plat
We trace each lot from the recorded subdivision map filed with the county.
- 02
We enter your checklist and guidelines
We enter the design-review checklist and guidelines using the wording approved by your board.
- 03
Your board signs in
Each board and committee member signs in with an individual email address. No shared password needs to be transferred after an election.
Pricing
Pricing for self-managed associations.
The subscription covers the association. The price does not change when board or committee members are added or replaced.
30-day trial
Freefor 30 days
Use a working association account with your own records. We do not ask for a card.
Start a trial- Set up for one association before the board signs in
- Your own plat, register, documents, and design-review form
- Access to subscription features during the trial
HOA Desk
Talk to us
Core management tools for a self-managed association.
Get a quote- Design review from application through correspondence and decision
- The plat, unit and owner registers, documents, meetings, and notices
- Accounting, financial reporting, dues ledgers, and online payments
- Every board and committee member signs in with their own account
Add-ons
Talk to us
Optional features and service connections.
Discuss your setup- Additional committee workspaces, each with its own meetings and documents
- Owned and pass-through utilities, tariffs, meters, and unit charges
- Google Workspace mirroring for documents and project correspondence
- Badger BEACON meter imports matched to the unit register
Setup includes tracing the recorded subdivision map and entering the board’s application form. We quote this one-time fee after reviewing your documents.
See how HOA Desk would work for your association.
Contact us for a demonstration and setup quote.