A Custom System for Property Tax Consulting

Our client is a national tax consulting firm whose customers own large property portfolios, which means it must be well-versed in the property tax appeal processes and statutory deadlines across most states, counties, and municipalities.

The firm was using a homegrown system built on outdated technology to track basic information about its customers’ properties. While sufficient for performing the basics, the system was unable to scale to support business growth or better ways of working. And because the legacy system was used for simple tracking and was not integral to managing overall business processes, data updates were neglected, leaving our client with data that was siloed and often unreliable.

To fix this, we first needed to understand the details of our client’s business process in the states and counties most important to its business and then build a system that is both tailored to its needs and flexible enough to manage requirements that differ by geography.

We needed to ensure that our client’s consultants could manage customers’ property tax appeals in an efficient manner while virtually eliminating the risk of costly errors such as missing statutory deadlines.

In addition, customers wanted more visibility into the process, the status of their properties’ appeals, and the potential dollar value of future tax savings. To do that, our client needed a custom system built on a modern platform that was configurable and flexible enough to meet all of its specific needs.

We spent time with our client to understand the intricacies of its business, which included learning the details of the property tax appeal process in dozens of counties across fifteen key states. We then built a system with the flexibility to manage property tax appeals across any jurisdiction, enabling consultants to do their jobs more effectively and efficiently.

We built a configurable cloud-first application using Microsoft Azure cloud services, Angular design, and Web API to manage the process, deadlines, and on-screen terminology specific to each jurisdiction.

We integrated the solution with several third-party services for property assessment information, as well as enabling automated document generation using Aspose libraries.

The result was a modern system that’s easy to use and allows configuration for changes in regulations and potential expansions while significantly reducing risk of missing critical deadlines through system alerts and audit reports.

The firm’s customers are now able to securely monitor the status of appeals, access documents and reports, visualize data in integrated maps, and measure the overall value and tax savings delivered by our client.