“With Agora I can simply click and upload the K-1s as a collection of documents, and just like that, each person receives the correct K-1."
Trusted by 700+
customers worldwide
Case study
“With Agora, we no longer have to spend time on the nitty gritty parts of our tax operations – we just send them raw data and they do it all for us.”
Rebecca Park
Associate Director of Financial Operations
Case study
“Agora has been extremely helpful in streamlining our whole back-end operations and centralizing the whole investor experience.”
Chelsea Deluca
Chief Operating Office
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“The dedicated support from Agora’s customer success team has been transformative for us.”
Mike Doney
Operating Officer
Case study
“Agora streamlined our investor onboarding, what used to take hours now takes just minutes. Investors complete entire subscription docs in 8-10 minutes."
Matt Stein
Chief Development Officer
Case study
“With Agora, I’ve cut communication efforts by 50-75%. Uploading documents, K-1s, and investment statements has never been easier”
Ryan Clintworth
Principal
Case study
“Agora is more than a solution; it's a partner. It solves our operational needs securely, saves us time, and is built to grow with us for the long haul."
Nicole Warwood
Chief Financial OfficerExpert real estate accounting,
managed for you all year round
Reconciliation
We ensure every transaction across your bank accounts, property software, and investor records is accurately reconciled each month. This keeps your books error-free and audit-ready at all times.
Learn moreOngoing book management
Our real estate-focused accountants handle your books daily—tracking income, expenses, and property-specific activity with precision. From journal entries to monthly reports, everything stays organized and investor-ready.
Learn moreK-1 delivery
We streamline K-1 delivery through Agora’s platform for faster turnaround, fewer investor questions, and a more seamless, professional experience from start to finish.
Learn moreTax preparation
Agora handles every tax filing you need—property-level, entity-level, and everything in between. With expert CPAs and real estate bookkeepers on one integrated team, your filings are prepared accurately and delivered on time.
Learn moreExpert real estate accounting,
managed for you all year round
Built for real estate
We live and breathe real estate. Our team not only knows the software but also the workflows and accounting nuances unique to real estate investment firms.
Year-round readiness
We use OCR, AI, and continuous reconciliation to manage your accounting proactively, all year long. When tax season hits, everything’s already in place.
Data integrity
Enjoy the flexibility of multiple currencies We care deeply about the accuracy of your data. Everything we do is built to make sure your numbers are clean, reliable, and reflect what’s actually happening in your business.
Transparency
Agora’s accounting center gives you full visibility into what your accounting team is working on. From books to tax filings to K-1s, you always know exactly where things stand.
We handle everything for you
We don’t just support your accounting, we take ownership of it. From daily bookkeeping to tax prep and K-1 delivery, it’s fully managed by Agora, end to end. full compliance.
Never miss a deadline
Tax filings, quarterly reports, investor deliverables—we stay ahead of every deadline, so you never have to follow up or worry about falling behind.
Leading the market in customer satisfaction
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How does Agora handle monthly reconciliation?
Agora ensures every transaction—across your bank accounts, property management software, and investor records—is reconciled monthly with meticulous precision. Our team proactively identifies discrepancies, closes books on time, and ensures your records are always audit-ready and accurate, with no surprises at quarter-end or tax season.
What’s included in Agora’s accounting service plans?
Agora’s accounting services cover:
- Daily bookkeeping and income/expense tracking
- Property- and entity-level reconciliations
- Preparation of monthly and quarterly financial statements
- Year-round tax planning and filing
- K-1 preparation and delivery
- Access to the Accounting and Tax Centers for complete transparency
How secure is my financial and investor data with Agora?
Security is foundational at Agora. Here’s how we keep your data protected:
- ISO/IEC 27001 and SOC 1/2 complian t
- Bank-grade encryption (256-bit AES and TLS/LLS)
- Secure AWS infrastructure with WAF firewall and two-factor authentication
- Automated backups and system redundancies
- Regular external audits, penetration testing, and vulnerability scans
Your data stays secure, private, and always accessible—no compromises. Read more about Agora’s iron-clad security here.
How quickly can I get started with Agora?
Most firms are up and running within a few weeks. Our onboarding includes:
- Secure data integration from existing systems
- Customized platform setup aligned with your workflows
- White-labeled investor portal activation
- Tailored team training and dedicated support
The process is efficient, hands-on, and designed for long-term success. Read more about Agora’s onboarding process here.