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
Modernize the Clerk’s Office and Improve the Constituent Experience with Streamlined Workflows for Collecting Forms
Trusted by 300+ counties in over 30 states:
Refocus your team
Free up staff time for high-impact work and better constituent service.
Increase data quality
Minimize incomplete or inaccurate submissions from the start.
Reduce back-and-forth
Streamline frustrating follow-ups with smarter forms and automatic validation.
Improve constituent experience
Ask dynamic questions based on each user’s unique answers and reduce confusion.
Let’s Talk
How it works
1
Constituents can submit forms online, or staff can scan paper forms into the system. Smart forms prevent key types of inaccurate or incomplete information.
2
Review submissions and digitally accept or reject them. Communicate with constituents via email directly within the platform.
3
Push a button and data automatically syncs with your internal systems—no manual entry required.
Case Studies
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