Managing a real estate portfolio, tracking multiple values, filing appeals, juggling hearing dates, creating evidence packages, invoicing customers, storing documents—it’s enough to make any law firm staffer or consultant’s head spin. And trying to collect data about a property tax portfolio from multiple providers in order to pay property tax bills is nearly impossible, even for the most organized corporation.

AppealTrack bridges the gap between these two worlds to create efficiency for the provider and visibility for the corporation.

This sophisticated software platform modernizes the management of property tax appeals, streamlines real estate portfolio tracking, and improves collaboration between property owners and their providers. It provides a single, secure source of information where both appeal providers and corporations can collaborate on a property tax portfolio.

Providers can track multiple property tax values, manage tax appeals, auto-generate appeal forms, track activities in a central calendar, and generate customer invoices. The corporation maintains control over their portfolio, processes tax bills, and creates reports, while still outsourcing the appeal work to multiple providers. AppealTrack makes tax providers more efficient while increasing visibility for corporations.

Specialized tools make appeals easier

Tracking and Populating

Monitor hearing dates and deadlines and auto-fill appeal forms.

Collaboration Between Provider and Corporation

Assign and share property data with multiple providers.

Appeal Metrics

Calculate appeal savings and expected refunds, and generate invoices.

Jurisdictional Parcel Data

Reduce research and data entry with automatically provided data based on your parcel number.

Deadline Management

Save time and automate basic tasks like alerts. Receive automated email alerts warning of pending deadlines.

Document Management

Access a single source of appeal documents and data from anywhere.

User-Defined Flexibility

User-defined tasks enable you to tailor AppealTrack to your specific processes. Coordinate activities performed by different groups.

Customizable Documents

Generate customizable letter and email templates for sending to appeal boards and customers.

Accounts Payable Integration

AP interface exports payment requests to any AP system. Slash the time and effort associated with processing tax bills.

Would You Like to See AppealTrack in Action?

AppealTrack has helped us optimize our national real estate practice. Data is organized in a way that provides us a clear and up-to-date view of activity, and helps with reminders for appeal and hearing deadlines. The reporting and client portal have really helped us personalize our service to our larger clients, instead of spending time trying to update lots of Excel spreadsheets, AppealTrack lets us focus on delivering service to clients.

Donald L. Lippert, Jr. Grant Thornton

Since we moved to AppealTrack, our team has realized significant time savings and it’s elevated the delivery of our services. This new platform keeps our client data well-organized and provides a more robust set of tools and reporting capabilities. We’re excited about this partnership as we continue to expand our client portfolio.

Suzanne Grimm, Principal Cresa

We minimized appeal preparation time, reduced margin of error, and streamlined tracking within 30 days of implementing AppealTrack. All our deadlines and appeals are now in one place. Deadline days aren’t as stressful because my process for double-checking has gone from two hours to two minutes. Overall we’ve improved the handle we have on our practice.

Paul M. Jones, Jr. , Attorney at Law Paul Jones Law, LLC
858.547.4100