Track every step in an appeal with ease and confidence, and calculate appeal savings, expected refunds, and tax savings fast.
AppealTrack supports the entire appeal life cycle, helping to minimize risk and costs, while reducing the time required to perform essential tasks. Manage values, generate appeal forms, track deadlines, monitor tasks, create and store documents, and calculate tax savings—all through a single platform.
How AppealTrack benefits you
Saves time in the management of appeals
Consolidates appeals and related documents in a single database
Improves visibility into case workloads with a centralized calendar function and user task assignments
Speeds up the production of appeal forms with batch appeal form printing
Produces customized letters and documents with ease
Reduces the risk of missed deadlines by improving visibility into appeal deadlines and tasks
Increases visibility into property, value, tax, and portfolio trends
Shares information with clients easily
AppealTrack solution features
Tracks every step in the appeal process
Automatically populates jurisdictional appeal forms and prints forms in batch
Calculates appeal savings, expected refunds, and contingency fees
Manages task assignments for each step in your appeal
Tracks hearing dates, appeal deadlines, and other user-defined appeal events
Warns users of upcoming events with email alerts and syncs tasks with your Outlook or Google calendar
Saves all appeal-related documents in the cloud
How does this help my business?
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.
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.
