Plans for every HOA — big or small

No credit card required. Sign up, explore every feature, and only enter payment details if you decide to continue after 30 days. If you don't — your account simply pauses, no charges, no hassle.

You'll receive a reminder email before the trial ends. If you choose to subscribe, you'll enter a payment method and continue without interruption. If not, your data is preserved for 60 days in case you change your mind.

Yes — upgrade or downgrade anytime from your account settings. Upgrades take effect immediately (prorated). Downgrades take effect at the start of the next billing cycle. All your data moves with you.

HOA VitalSigns can read your existing financial documents — bank statements, reserve study PDFs, management reports — and automatically extract the key numbers into your dashboard. No manual data entry. All plans include this feature at no extra charge.

Multi-user board access is included from the Established Association plan and above. On smaller plans you can upgrade at any time to add your full board — all seats have access to the dashboard and reports, and you control who can edit vs. view-only.

Annual billing saves you 10% compared to paying month-to-month. You pay one lump sum upfront for the year. You can see the annual equivalent monthly rate by toggling to "Annual" above — the exact amount billed is shown under each plan.

The Portfolio plan is for associations with 151+ units or those needing a multi-community dashboard and portfolio health overview. It includes white-label report exports and volume pricing. For property managers overseeing many HOA clients, the Manager Plan goes even further with CAM affiliate tracking and unlimited communities under one login.

Yes. Cancel anytime from your account settings — no cancellation fees, no phone calls required. Monthly subscribers are not charged for the next cycle. Annual subscribers who cancel early receive a prorated refund for unused months.

The Small Association plan at $49/mo covers communities from 2–25 units and includes the full 4-dimension financial audit, Board Readiness Signal, AI document extraction, and Budget Wizard — the same core tools larger associations use. Many small HOAs recoup the cost in the first month by catching a budget discrepancy they'd have otherwise missed.