@Jeremy FruechtingYou want a place to store your receipts on the cloud - Google drive, dropbox, etcYou want a place to categorize your expenses/income - excel or an accounting software(quickbooks, freshbooks, xero, Stessa)Ideally, you have a separate bank account for your business related activities.

I use one built into my property management software, too expensive for you to bother with.

We use TValue amortization software quite a bit as well.  

@Bryant TroupeJust a few general comments and observations.I now now have my books on QuickBooks since 2002, my 3rd generation of bookkeeping, after using 2 other accounting software before it.If you are mainly doing rentals, just do the chart of accounts in accordance to that of the "Schedule E".

What are the best options for platforms/software that automates this? 

Hi all,My partner and I are interested in making certain types of 1031 exchanges easier and cheaper for investors by fully automating the role of qualified intermediaries (QIs) online.

Is it some software or online tool.Is it this one (Canadian version): https://www.rentalsoftware.com...

Typically you build out a model in excel or other software and make a nicely format summary of investor's returns (you can even use graphs etc).

I built a excel doc to process all the reports you're referring to, and it's free, so I've had a hard time justifying paying for fancy software as of now.

We are going to try to manage the property via Hemlane Property Management Software remotely and see if this is a viable option and outsource local management as needed.