Hi everyone,

We are officially in that time of year when Realtors everywhere start thinking:

"I should probably organize my receipts before my CPA has a meltdown."

If that sounds familiar, I want to share a tool that caught my attention recently.

There’s an app called Realtyzam, and it was built specifically for real estate agents to track income, expenses, and deductions without all the complicated accounting software most of us hate using.

Instead of spreadsheets, guessing, or digging through email receipts, Realtyzam automatically organizes everything for you and generates the report your accountant needs at tax time.

Why agents like it

A few things that stood out to me:

Do an entire year of bookkeeping in under an hour
Their automation makes it possible to organize a full year of transactions surprisingly quickly.

No manual data entry
You can connect your bank accounts and credit cards and Realtyzam will automatically download transactions.

Receipt organization built in
Just snap a photo of your receipts in the mobile app and it links them to the right transaction.

Generate your tax report in seconds
Create the report your CPA needs almost instantly.

Catch deductions you might miss
Many agents discover expenses they forgot about, which can mean real tax savings.

Why this matters

Most agents treat bookkeeping like something we deal with once a year when taxes are due.

But when your expenses are organized properly, it can mean:

• less stress
• fewer missed deductions
• more money staying in your pocket

And tools like this make the process a lot easier.

If you're curious, they offer a free 30-day trial with no credit card required.

You can check it out here:
👉 https://www.realtyzam.com/StartHere

If you want to see it in action

Last week on Virtual Coffee Mastermind, we had Realtyzam join us and walk through the platform, show how it works, and answer questions from agents.

If you’d like to see the full demo, you can watch the replay here:

👉 Watch the Virtual Coffee replay
https://youtu.be/aBMpD_So-Gw

We host Virtual Coffee every Thursday, and it is always a fun conversation about tools, strategies, and ideas that help agents build a smarter business.

Hope this one helps make tax season just a little bit less painful.

See you at the next coffee. ☕

Debbie