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

Monitor

Streamline exemption filings and protect the integrity of your tax roll — from online forms to fraud detection

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Trusted by 300+ Assessor’s offices, our team is here to help you:

Catch fraud before it impacts your roll

Flag risky exemption claims with built-in risk scoring powered by over 10 billion data points.

Improve transparency and constituent satisfaction

Self-serve tools with real-time visibility into an application status.

Simplify exemption intake and validation

Digitize filings and automatically verify supporting documents to reduce manual work.

Free up staff

Eliminate repetitive tasks like keying, chasing missing documents, and vetting submissions

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How it works

1

Accept digital filings Taxpayers submit exemption applications online.

2

Validate automatically Built-in fraud detection and automated follow-ups keep applications moving.

3

Track everything Dashboards, logs, and reminders help your team stay organized and audit-ready.

Features & Capabilities

Online portal for taxpayer exemption filings
Internal dashboard for staff to review and process applications
Email-based Requests for Evidence with applicant upload links
Automated reminders for missing documentation
Submission confirmation and rejection notifications
Real-time fraud scoring using 10B+ proprietary data points
Adaptive forms that tailor questions based on applicant responses (TurboTax-style logic)
Self-serve Taxpayer Dashboard for application status and PDF access
Responsive customer support during all business hours

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Case Studies

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