Why Real Estate Agents Should Use Realtyzam

Agents need to be in the field—prospecting, showing, negotiating—not hand-entering receipts or wrangling spreadsheets. Realtyzam is an accounting app made for agents that compresses bookkeeping into minutes per month, automates transaction capture, and produces tax-ready reports on demand.

Executive summary

Realtyzam focuses on the realities of an agent’s business: irregular, commission-based income and many small, mobile expenses. Its promise: most users can keep up with their books in under 10 minutes a month with zero manual data entry (when using bank/credit card feeds), and generate tax reports in seconds. A 30-day free trial without a credit card lowers adoption risk, and the platform uses bank-level encryption appropriate for financial data.

The agent bookkeeping problem (and why generic tools underperform)

Agents run lean, fast-moving businesses. Generic accounting suites assume steady payables, inventory, and back-office time you don’t have. The result is late reconciliation, missed deductions, and an April scramble. A niche tool that automates capture and maps to the agent workflow fixes both the time sink and the tax-time crunch.

What makes Realtyzam different

1) Time: minutes per month

Keep up with bookkeeping in less than 10 minutes a month, so your time stays on listings and clients—not admin.

2) Automation: zero data entry

Link bank/credit accounts (or upload statements) so transactions flow in automatically. Create simple rules for auto-categorization and stop hand-typing receipts.

3) Tax readiness in seconds

Because capture & categorization are continuous, year-end and quarterly tax reports generate in about 10 seconds. Share them with your CPA instantly.

4) Mobile receipts = clean audit trail

Snap and store receipt images from the mobile app or web. Each receipt is attached to the expense, giving you a durable, searchable record.

5) Pricing & trial that reduce risk

Start with a 100% free, 30-day trial—no credit card required. After the trial there are simple monthly/annual plan options and you can cancel anytime.

6) Security suited to financial data

Bank-level safeguards are noted, including TLS/SSL in transit and strong encryption at rest. Bank connections are read-only and optional; you can import files instead.

Practical ROI for an agent

If you currently spend 90 minutes/month in a spreadsheet and Realtyzam cuts that to ~10 minutes, you reclaim ~80 minutes. Valued at just $60/hr, that’s ~$80/month of time back versus a low software cost—before counting fewer missed deductions and calmer tax prep.

Fit & workflow considerations

  • Agent-centric: categories and reports mirror how agents track taxes; no inventory or payroll bloat.
  • Flexible importing: connect feeds for automation or upload CSV/statements if you prefer not to link accounts.
  • Teams/brokerages: suitable for lightweight brokerage use; your CPA can still handle filings.

Implementation plan (one afternoon)

  1. Start the free trial and set your fiscal year plus default categories.
  2. Choose an import path: connect read-only bank/credit feeds or upload current statements; add a few auto-categorization rules (e.g., your MLS dues vendor).
  3. Turn on mobile receipts and make it habit: snap as you go.
  4. Run a test tax report and review totals/categories with your CPA for sign-off.

Tip: Set a monthly 5-minute reminder to approve any uncategorized transactions so tax time is literally a button-click.

Bottom line

If you want less bookkeeping, fewer missed deductions, and instant tax reports, a specialized tool like Realtyzam beats general accounting software for an agent’s day-to-day reality. Low setup effort plus a no-card trial means the switching cost is basically an hour of your time—and the ongoing time savings should repay that quickly.

Note: Features and pricing can change. Always confirm the latest details on the official site before purchasing.

https://www.realtyzam.com/timmartin