Help Center

How can we help?

Answers about the client portal, our products, security, billing, and the M&A data room. Search below, or reach us any time.

Getting started

What is Sliceo?
Sliceo is a technology and operations partner for Community Association (HOA/CAM) and property management companies. We help firms adopt modern tools, enable their teams, and automate manual work - pairing hands-on, neighborly service with connected systems. We advise, build the integrations and automations, prove them in a sandbox, and stay accountable for the result.
How do I get started with Sliceo?
Book a discovery call from any page. We'll learn how your team operates, identify where time leaks, and propose a scoped plan. Nothing touches your live systems until it's been built and tested in a sandbox and you've approved it.
Does Sliceo replace my current software?
No. We work with the platforms you already run - CINC, Vantaca, AppFolio, Enumerate, Rent Manager and others - and make them work as one connected system. No rip-and-replace.
What does onboarding look like?
We diagnose your operations and tech, modernize and connect systems, document the processes, then support your team through the change. You keep everything we build.

The client portal

How do I sign in to the portal?
Use the Client Login link at the top of the site, or go to /customer-portal. One login covers clients, partners, buyers, and sellers - billing, projects, documents, and more in one place.
I forgot my password.
On the sign-in screen, choose Forgot password. We'll email a secure link that expires in one hour. If it doesn't arrive, check spam and confirm you're using the email your account was set up with.
How do I add or manage my team?
Open the Team tab. Account admins can invite teammates and set each person's access level - Account admin, Member, or Viewer - and see everyone's last login.
Where do I upload documents securely?
Under Documents, the Secure documents area lets you share financials, agreements, and files with your Sliceo team. Everything is private to your organization and encrypted at rest.

Security and trust

Does Sliceo sell or share my data?
Never. We do not sell or share your data. We use it only to deliver the services you've engaged us for, and you can ask us to remove it.
How are my passwords and API keys protected?
Credentials you share go into an encrypted vault (AES-GCM). Sliceo staff never see plaintext passwords; a credential is revealed only by an admin entering their own password, and every access is logged in a change history.
Will you touch my live systems without testing?
No. We build and validate every integration and automation in a sandbox first. Nothing reaches your production platform until it's proven and you've approved it.
Is there an audit trail?
Yes. Every meaningful action - logins, document uploads, credential changes, e-signatures, offers - is logged. You see your organization's history; Sliceo maintains the full audit across all accounts.

Products

What products does Sliceo offer?
Violations IQ (violation tracking and letters), Rental Tracker (lease and rental oversight), Minute Maker (Board-minutes automation), Invoice Crawler (pulls utility and vendor invoices automatically), and BoardMatch (a standardized way for Boards to compare management companies).
What is BoardMatch?
BoardMatch, developed by Sliceo, lets management companies publish a standardized profile so Boards can compare them clearly, side by side - and match activity links back into your Sliceo reporting.
What is the Invoice Crawler?
It automatically retrieves utility and vendor invoices for every Association on a schedule, so nobody has to log into a dozen portals each month. It's key-gated on your stored, encrypted logins.

Buying, selling and M&A

How does the Sliceo data room work?
Sellers get a confidential virtual data room. Approved, NDA-bound buyers receive controlled access you manage - on/off, time-limited, password-protected, and locked when the room closes (except a paying buyer). Every file and access grant is tracked.
How do offers work?
A vetted buyer submits an offer right in the data room. You're alerted in real time by email and in-portal - no waiting on Sliceo. You can accept, decline, or counter in the portal, and both sides watch the deal move through the stages: Marketing, Offer, LOI, Under contract, Diligence, Closing, Closed.
What is my CAM company worth?
Value is driven by management-fee income, retention and contract tenure, recurring vs. one-time revenue, staffing efficiency, and how modern your systems and data are. Try the free CAM valuation calculator, then request a confidential review.
Is Sliceo a licensed broker?
Sliceo provides technology and operations advisory and connects vetted parties. We are not a licensed broker-dealer; see our Advisory & Transaction Disclaimer.

Billing and account

How does billing work?
Fees are billed through the portal via Stripe. Recurring services renew until cancelled, and invoices are due on receipt. You can see your billing status any time under Billing & plans.
What happens if a payment fails?
We'll email you and flag it in the portal. Past-due accounts move to a pay-first state until the balance clears, so integrations aren't interrupted longer than necessary.
How do I cancel?
Contact your Sliceo team through the portal or [email protected]. See our Terms & Conditions and Refund Policy for specifics.
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