Agora’s Season of Innovation – New AI release, every two weeks. Follow the season →
Trusted by 1400+
customers worldwide
Case study
“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."
Lynn Glantz
Head of Investor Relations
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
Case study
“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 OfficerYour next tax season
shouldn't be this stressful.
Most real estate firms piece accounting together across disconnected systems, spreadsheets, email chains, and outside providers. Every handoff makes it harder to see where things stand.
By the time tax season hits, you’re already behind.
Accounting works better when it's
connected to your business.
Agora brings AI-powered bookkeeping and tax into the platform your firm already runs on. A dedicated team of real estate CPAs and
bookkeepers works directly inside Agora, connected to your investors, entities, capital activity, and financials.
One connected workflow
Real estate expertise
Enterprise-grade accuracy
On-time delivery
Accounting Center
See where every entity stands, in real time.
The status update you would normally have to request is already here,
per entity and across your entire portfolio.
Track every close
See which periods are reconciled, what Agora is working on now, and what needs your team’s attention, with clear ownership at every step.
Resolve open items
When a transaction needs context, the question appears directly on the item. Select a category, add details, or message your bookkeeper directly.
Review & approve your financials
View your P&L, balance sheet, and general ledger by period. Drill into the account, transaction, or entity behind any line, then approve reports, leave feedback, or export to Excel.
Stay ahead of tax season
Track every return and K-1 from planning to filing. Your Agora CPA works from the books and investor data already in Agora, helping filings move faster and keeping you ahead of every deadline.
Services
Bookkeeping, tax, or both.
Start with what your firm needs today. Expand as you grow.
Bookkeeping
Tax-ready books, year-round.
- Transaction entry and categorization
- Monthly, quarterly and annual financial reporting
- P&L, balance sheet, general ledger
Tax
A dedicated CPA team ahead of every deadline.
- Strategic tax planning
- Return preparation across entities and structures (1065, 1099, 1120, and more.)
- K-1 generation and delivery to investors
AI where it helps. Human where it matters.
Agora’s proprietary AI tools extract data, support transaction categorization, run checks, and surface anomalies. Your dedicated bookkeeper and CPA review the work, resolve exceptions, and stay accountable from start to finish.
Discover what Agora can do for you
Proven execution at scale
Real estate accounting means managing entities, partnership structures, and tax deadlines across every new investment.
Agora pairs real estate accounting professionals with purpose-built AI to handle that complexity.
Real people, real results
We saved a total of $90,000 this year on fees, while also improving efficiency, overall delivery and performance.
Yonatan Gelfand, Founder and CEO
Frequently
asked questions
Have more questions?
Write to us at info@agorareal.com
How is Agora different from a traditional CPA firm?
Traditional accounting is often fragmented. Your bookkeeper works in one system, your CPA works from records you collect and send, and you carry the burden of connecting the dots between them.
Agora brings bookkeeping and tax into one connected process. A dedicated real estate accounting team works alongside the data already inside Agora, with visibility into your investors, entities, and capital activity. The result is fewer manual handoffs, clearer ownership, and year-round readiness instead of starting over each tax season.
Can I start with just bookkeeping or tax?
Yes. Use bookkeeping, tax, or both services, and start with as much or as little as you want. Some firms begin with a few entities or a single service and expand from there. You choose the scope that fits your firm.
Who do I work with?
You’ll get a dedicated Agora CPA and bookkeeper, plus a dedicated project manager to guide your onboarding and ongoing needs. You have one team and one clear point of accountability, so you always know who owns the work and where things stand.
How does Agora make tax season easier?
Your CPA files returns and deliver K-1s to investors on time, working from data already in your platform. Because your books are clean year-round and much of the prep is populated automatically, filing moves faster and costs less. Everything lives in the Tax Center inside Agora, with no back-and-forth over email.
How secure is my data?
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.