One Central Hub for All Your Community Documents
CasWise keeps all your association’s documents organized, secure, and accessible to the right people — from owners to accountants.
Centralized Storage
Keep meeting minutes, budgets, notices, bylaws, financials, and contracts in one place.
Role-Based Access
Control who sees what. Owners, board members, property managers, and accountants only access what’s relevant to them.
Secure & Compliant
Documents are encrypted and stored securely, with full audit trails and version control.
Easy Search & Filters
Find documents in seconds using tags, categories, and custom filters.
Upload & Share with Ease
Drag and drop to upload files, then share instantly with specific users or groups.
Stay organized, secure, and compliant — all from the cloud.
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Built for Every Role
Owners
Access notices, statements, and community rules securely through the portal.
Board Members
Review and approve budgets, legal documents, and meeting minutes — anytime, anywhere.
Property Managers
Store vendor contracts, maintenance records, and internal documents, all in one place.
Accountants
Secure access to financial statements, reports, and reconciliation files.
Compliance & Transparency
Whether you’re a CPA, a board treasurer, or a property manager:
- Full audit trail of who accessed or modified a document
- Permission logs for accountability
- Version control for important records
- All in line with best practices for HOA/COA record retention
