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
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
Let’s Talk
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 |
Case Studies
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