Bank CSV imports
Bring rental income, loan interest, rates, repairs, insurance, and other outgoings into one review queue.
Rental property record keeping
Rental property finances, documents, and tax handoff in one place
YieldDock helps property owners organise rental income, expenses, bank imports, receipts, loan documents, valuations, and accountant-ready records without spreadsheets or scattered folders.
Rental income
$68,120
Matched across 2 properties
Documents ready
72%
EOFY pack in progress
Accountant export pack
Receipts, loan statements, CSV imports, open questions.
Income and expense summary
Tagged receipts
Unresolved items
Missing receipts
Manual bank CSVs
Tax-time folders
Accountant emails
Core platform
Built for property-owner records, not generic bookkeeping
Keep each property’s money trail, evidence, valuation notes, and handoff workflow organised in one secure workspace.
Document vault
Store invoices, receipts, statements, policies, leases, and reports against the right property and financial year.
Owner dashboards
Track income, expenses, cash flow, maintenance, loan position, documents, and valuation movement at a glance.
Accountant handoff
Package records cleanly for tax-time review without chasing files across email, portals, and folders.
Role-based access
Invite owners, accountants, and property managers with scoped permissions for the records they need.
Audit-ready records
Keep a structured record of uploads, approvals, exports, and missing evidence across each property.
Workflow
From messy records to accountant-ready packs
YieldDock is designed to support tax-time record keeping by making documents, bank rows, review notes, and exports part of the same flow.
1Import bank CSV transactions
2Attach or upload documents
3Review property performance
4Export or share with the accountant
Controlled access
Keep owner, accountant, and property-manager access separate.
Private document storage
Store files by property and financial year with a clear export path.
Audit-friendly history
Track uploads, imports, approvals, and accountant handoff events.