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Why Choose Synergy for HOA Accounting?

Industry-Leading Software – Now Within Reach

Most small and mid-sized associations struggle to access powerful, enterprise-grade HOA accounting software due to high costs and complexity. At Synergy, we’ve invested in a cutting-edge accounting and community management platform that we make accessible to your association without the overhead and cost of managing it on your own.
– Online payment portals for owners
– Automated invoicing and billing
– Secure access to financial statements, governing documents, and meeting records
– Board member dashboards for real-time visibility

-Communication platforms for board members and homeowners.

-Repository for documents and communication.

-Robust collections process leveraged to make collections of unpaid HOA dues simple and efficient.

-Work order processing that is seamless and driven by your active board members at there finger tips.

– Robust process for architectural change request

As a third-party financial service provider, we offer the checks and balances critical to maintaining board integrity and transparency. Our accounting practices are fully aligned with Generally Accepted Accounting Principles (GAAP), ensuring your community’s financials are:
– Accurate
– Auditable
– Professionally reported
– Ready for annual reviews or CPA audits

We offer transparent fixed-rate pricing—no hidden fees, no surprise costs. Boards can choose from a customizable menu of services, allowing you to pay only for what your association truly needs. From basic accounting-only packages to full-service support with collections, budget prep, and reserve planning, Synergy makes scalable financial management simple and affordable.

HOAs are not typical businesses, and we understand that. Our platform and services are purpose-built for community associations, with attention to reserve funding, dues tracking, compliance fees, and vendor disbursements. Whether you’re managing 10 homes or 1,000, our structure supports your unique needs with:
– Detailed general ledger accounting
– Monthly financial packages and bank reconciliations
– Transparent tracking of income and expenses by category
– Budget assistance and forecasting support