Explore practical, current guidance on HOAfy billing, accounting, payments, communications, community operations, data migration, security, and vendor workflows.
This knowledge base explains how HOAfy works today for self-managed communities, board members, property managers, homeowners, residents, and vendors. Each guide documents available workflows, permissions, provider dependencies, operational limits, and important unavailable behavior.
Pages and sections have stable URLs so readers, support teams, and HOAfy Copilot can link directly to the information behind an answer.
Explore HOAfy Knowledge
- HOA Financial Management: Learn about assessments, invoices, owner payments, Stripe Connect, double-entry accounting, budgets, financial reports, bank reconciliation, and Plaid bank feeds.
- HOA Email, SMS, and Community Communications: Understand the association mailbox, email campaigns, templates, SMS broadcasts, group messaging, calendars, events, and public community websites.
- HOA Community Management: Review units, ownership, member roles, invitations, directories, homeowner requests, violations, voting, surveys, documents, and owner experiences.
- HOA Roles and Permissions: Compare all association roles, effective permissions, permission implications, unit and ownership boundaries, and vendor-workspace access.
- HOA Platform Administration: Find guidance on association settings, security, setup, HOAfy subscriptions, Copilot, provider dependencies, and mobile availability.
- HOA Data Import, Migration, and Export: Prepare roster, unit, account, billing-history, document, and invoice imports, with validation rules, file limits, migration sequencing, and current export boundaries.
- HOA Vendor Management and Work Orders: Learn how vendor profiles, invitations, Vendor Mode, work orders, vendor bills, and marketplace boundaries work.
How to Use This Knowledge Base
- Choose the guide that owns the workflow or question you are researching.
- Use section links to share or cite a specific rule, limit, dependency, or support answer.
- Treat role permissions and the selected association as boundaries for every workflow.
- Verify configuration-dependent capabilities against the live provider and deployment environment.
- Read stated limitations as descriptions of current behavior, not future delivery commitments.
About HOAfy
HOAfy is HOA and community-association management software for self-managed communities and professional property managers. It brings accounting, payments, communications, community operations, documents, vendors, and AI-assisted workflows into one association-scoped platform.
Each association remains a separate data, accounting, payment, and communications boundary, including when one person belongs to or manages several associations.