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 your income modeling and appeal workflows — from packet prep to I&E intake

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

  • Defend property values with less effort

  • Help your team manage rising protest volumes without working overtime

  • Improve accuracy and consistency in valuations Purpose-built modeling tools to eliminate manual errors and ensure defensible, data-driven values

  • Save time on data intake and analysis
    So your team can focus on analysis — not transcription

  • Never miss a deadline or drop an appeal
    So you have a fair and equitable tax roll that accurately captures all taxable value.

How it works

  1. Standardize your data
    We automatically extract and categorize income & expense submissions, turning messy PDFs into structured, searchable financials that feed your income models and valuations.

  2. Model and defend your values
    Use purpose-built tools to create accurate, property-type-specific income models — and generate professional, customized appeal packets with a single click.

  3. Track and improve over time
    Manage appeals with built-in calendars, dashboards, and checklists — and feed I&E actuals back into your system to strengthen future valuations.

Features & Capabilities

Automatically extract and structure I&E data
Generate appeal defense packets with one click
Create and manage income models within the platform
Auto-generate comp grids for property comparisons
Centralized appeal tracking with dashboards and reminders
Seamless integration with existing CAMA and third-party systems
Feed I&E actuals back into valuation models
Advanced reporting for staff management and appeal progress

Request a demo

Case Studies

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