PB INSIDER 

2026 - Q3 UPDATE


Helping You Get More from PropertyBoss

As we move through the second half of the year, we're continuing to invest in tools, resources, and enhancements designed to help your team work more efficiently and get the most value from PropertyBoss. From easier payment options to expanded training resources, here's what's new and what's coming next.



Simplify Billing with Online Payments

Did you know you can manage and pay your PropertyBoss invoices online? Our online payment option provides a convenient and secure way to:

  • Make electronic payments online
  • Set up automatic recurring payments
  • Reduce the risk of missed or late payments

Many clients have found that enrolling in automatic payments saves time and eliminates the need to manually submit monthly payments.


If you are not currently using online payments and would like more information about enrollment, please email accounting@propertyboss.com. We would be happy to help you get started.



Resource Portal Spotlight

The PropertyBoss Customer Resource Portal continues to grow every month. Our team is regularly adding new:

  • Knowledge Base articles
  • Training videos
  • Product documentation
  • Best practice guides
  • Frequently asked questions
  • Webinar resources

Whether you're onboarding a new employee, learning a feature for the first time, or looking for a quick answer, the Resource Portal is often the fastest way to find the information you need. New content is being added continually as we expand our library of self-service resources. 


Visit the Resource Portal to explore the latest content and training opportunities: PropertyBoss Customer Resource Portal



Maximize Your Investment with Personalized Training

Every property management company has unique workflows, processes, and goals. While the Customer Resource Portal provides a growing library of self-service resources, some teams benefit from personalized training tailored to their specific needs.


Whether you're onboarding new staff, refreshing existing processes, exploring underutilized features, or looking to align your team with PropertyBoss best practices, our custom training classes can help.


Customized training sessions can focus on:

  • New employee onboarding
  • Department-specific workflows
  • PropertyBoss best practices
  • Efficiency improvements and process reviews
  • Refresher training for existing users
  • Advanced feature utilization

As a special offer, reduced training rates are available for sessions scheduled through November 30, 2026.


If you're interested in learning how customized training can help your team work more effectively in PropertyBoss, contact us for additional information and pricing.



Preparing for the 2026 Tax Season

While most yer-end tax reporting may still feel far away, significant IRS changes are already underway, and now is a great time to begin preparing.


The IRS has substantially reduced the threshold for electronic filing of information returns. Businesses that file 10 or more information returns in total, including forms such as 1099s and W-2s, are generally required to file electronically. This represents a significant change from the previous threshold of 250 returns. The IRS has also announced that their legacy filing system will be retired for Tax Year 2026 filings, with the newer IRIS platform becoming the primary electronic filing method going forward. IRS Topic 801 IRS E-File Information Returns


In addition, the IRS has introduced updates to certain information return forms for Tax Year 2026, including changes to form layouts and reporting requirements. IRS Publication 1099


Our team is actively reviewing these changes and preparing PropertyBoss for the 2026 tax reporting season. We encourage clients to do the same by:

  • Reviewing current vendor and owner tax reporting procedures
  • Confirming taxpayer information is accurate and up to date
  • Evaluating whether your organization will be required to file electronically
  • Consulting with your tax professional regarding any changes that may affect your filing process

We'll be sharing more detailed guidance, best practices, and PropertyBoss-specific information on the Resource Portal as the filing season approaches.


PropertyBoss is preparing for Tax Year 2026, and now is the perfect time to begin preparing your organization as well.