Answers from the EZRS team

That’s fine — there’s no subscription to cancel. Your data stays yours, and we’ll tell you well in advance of any change to your account.

Yes. You can add users on your own and assign roles to them. There is no restriction to the number of users you can add.

Everything, for the whole beta period — the full product, every module, unlimited reserve studies, and live onboarding support. There’s no subscription and no per-report charge while the beta runs.

We’ll walk you through moving to a paid plan before our fall launch. Your $197 is credited toward your invoices.

Yes. Every property, reserve item, and study you build during the beta stays yours and moves with you when you move to a paid plan.

It’s a beta, so expect rough edges in places — that’s the point. You get the full product early, and your feedback goes straight to the team building it.

An HOA reserve study is a long-term capital planning report that evaluates a community’s common-area components, funding needs, and reserve fund status to help boards budget for future repairs and replacements.

EZRS turns your reserve study into a living plan instead of a static PDF — reserve professionals still complete the study, but the data stays current and accessible year-round instead of sitting untouched until the next update.

Yes. EZRS is built around NRSS-aligned methodology and helps track reserve funding against the requirements specific to your state, so boards can stay ahead of compliance changes instead of finding out too late.

Zee, EZRS’s AI assistant, answers plain-language questions about your reserve plan — like what’s coming due or what a funding gap means — so boards and managers get quick answers without reading a full report.

No. EZRS is AI-augmented, not AI-automated — your reserve professional still owns every number in the plan. EZRS removes the manual data work so they can focus on judgment and analysis, and EZRS does not guarantee compliance or financial outcomes.

No. EZRS supports Excel import today, and you can keep using the spreadsheets and files you’re used to alongside it. EZRS is built to remove the rebuilding and re-entry, not the tools you already rely on.

Yes. You can import reserve items using a provided Excel template, or enter data manually. Full reserve study import is on the roadmap.

EZRS follows a five-step workflow: set up your properties and assets, define your assumptions, detail your components, model funding scenarios, and generate reports — all in one connected workspace.

Reserve study software helps reserve professionals and property managers plan, model, and report on the long-term capital needs of a property or portfolio, without the manual rebuilding and re-entry that spreadsheets and static reports require.

Yes. Many organizations have staff who fit more than one persona — a Reserve Manager overseeing a portfolio might also have in-house team members acting as Property Owners & Operators. EZRS supports all three roles within one account.

No. Property Owners & Operators use EZRS to manage their own in-house reserve planning without outside consultants, while Reserve Professionals and Reserve Managers use the same platform to serve clients or portfolios.

A Reserve Professional performs reserve studies as an independent specialist or as part of a firm serving multiple clients. A Reserve Manager oversees reserves on behalf of other organizations — HOAs, timeshares, or vacation clubs — rather than producing studies for outside clients.

EZRS is built for everyone involved in long-term capital planning: Reserve Professionals producing studies for clients, Reserve Managers overseeing reserves on behalf of other organizations, and Property Owners & Operators managing their own properties in-house.

No. EZRS is reserve study software that supports the work of a qualified reserve professional. A credentialed reserve specialist’s judgment governs the analysis, and outputs should be reviewed by a qualified professional before use — EZRS does not guarantee compliance or financial outcomes.

You can join the EZRS beta this fall.

Yes. Role-specific views give your board members, property managers, and reserve specialists a view suited to their role, with full role-based access targeted for general availability.

No. EZRS is built to support the reserve specialists you already employ, handling repeatable data work so they can focus on judgment and analysis.

Yes. Portfolio Manager organizes every property you oversee under one account, with consistent tracking and reporting across all of them.

EZRS gives you one connected platform to plan, track, and report across every property in your portfolio — so your team isn’t reinventing the process each time.

EZRS gives you one connected platform to plan, track, and report across every property you own, whether that’s a single HOA or a portfolio of resorts.

Yes. Portfolio Manager and property-level analysis views let your internal team track funding and compliance across every property, in every state, from one account.

No. Zee gives your internal team plain-language answers on funding gaps and upcoming items, so you’re not waiting on outside help for day-to-day questions.

Many states now require regular reserve studies or funding disclosures, and requirements vary by state. EZRS helps you stay current with your specific state’s requirements.

You can join the EZRS beta this fall.

No. EZRS is reserve study software that supports the work of a qualified reserve professional. A credentialed reserve specialist’s judgment governs the analysis, and outputs should be reviewed by a qualified professional before use — EZRS does not guarantee compliance or financial outcomes.

Both. EZRS supports a single credentialed specialist managing their own caseload as well as multi-analyst firms managing engagements across many clients.

By standardizing modeling and reporting across every analyst and engagement, EZRS lets a firm take on more clients without a proportional increase in manual spreadsheet work.

Yes. EZRS is built to carry a study forward as a living model, so update engagements can build on prior data instead of starting from a blank spreadsheet.

No. EZRS is AI-augmented modeling and reporting software that supports the analysis. The site inspection and professional judgment behind every reserve study remain the credentialed specialist’s responsibility, and EZRS does not guarantee compliance or financial outcomes.

A reserve professional is a credentialed specialist who inspects a property’s components and prepares the reserve study — the useful-life analysis and funding plan — that a community relies on for capital planning.