### Deeds Automation

### Taxpayer Portal & Forms

### Valuations & Appeals

### Front Desk AI

### Prop 19

### Monitor

### Auto-Indexing

### Clerk Forms

### Front Desk AI

### Value Adjustment Board

### Board of Equalization Software

### Front Desk AI

Board of Equalization Software

# Modernize your second-level appeals workflow — from petition filing to final ruling

[Request a demo](/content/request-a-demo/index.html)

## Trusted by 300+ counties, our team is here to help you:

Close appeals faster with fewer errors

Digitize petitions, automate follow-ups, and streamline hearing scheduling tailored to the formal BOE process.

Handle higher volumes without burning out your team

Automated evidence collection, payment processing, and form generation to free up staff to focus on fair and accurate decisions

Stay audit-ready and organized

Real-time dashboards, time-stamped logs, and deadline tracking keep your team aligned and your process compliant with BOE regulations.

Ensure fairness and transparency at every step

From automated notifications to standardized workflows, everyone — petitioners, agents, appraisers — has visibility into the appeals process.

Let’s Talk

## How it works

1

**Accept petitions online** Petitioners and agents file second-level BOE appeals through a self-serve portal with built-in data validation and payment collection.

2

**Collect and manage evidence** Petitioners, agents, and appraisers upload supporting evidence to a centralized portal — no more email chains or paper folders.

3

**Schedule and track hearings** Schedule formal BOE hearings, send notifications, and track next steps with an automated workflow engine and real-time dashboards.

Features & Capabilities

|     |
| --- |
| Online portal for taxpayer and agent petition filing |
| Integrated payment processing |
| Automated email and letter notifications |
| Self-serve portal for uploading and managing evidence |
| Customizable deadlines and rebuttal workflows |
| Hearing scheduling with auto-notifications |
| Auto-generated decision forms |
| Virtual hearing setup with recording and sharing |
| Time tracking for magistrates and other stakeholders |
| Centralized dashboard and audit logs |
| Robust reporting and analytics |
| Cloud based solution – no on-premise maintenance |
| Responsive support via chat, email, and phone |

[Request a demo](/content/request-a-demo/index.html)

## Case Studies

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