AppealTrack puts you in control of your real estate portfolio by creating a single, secure source for all your properties, annual values, tax appeals, activities, tax payments, and related documents.

A centralized solution ensures efficiency, time savings, and ultimately money by automating steps you’d otherwise do manually.

AppealTrack gives users access to all of the information they need in one simple database, empowering them to be organized, efficient, and systematic. It allows users to gain a bird’s eye view into important information about their properties, such as which appeals are active, approaching deadlines, and achieved tax savings.

Solution Features

  • Manage your properties in a web-based platform, accessible from anywhere
  • Track and compare annual assessments and values
  • Process tax payments and create payments requests to get tax bills paid
  • Automatically generate appeal forms across the United States
  • Manage every step in your appeal process
  • Store and retrieve documents related to your properties or appeals in a central repository accessible from anywhere, anytime
  • Configurable, role-based dashboard manages your pending deadlines
  • Automated email alerts warns of task assignments and deadlines
  • Custom report writer helps you get what you want, how you want it from your data
  • Assign representatives or teams to manage specific properties to ensure proper workload distribution
  • Corporate clients can share properties with specific law firms while maintaining visibility across all vendors for centralized reports and metrics

How You Benefit

  • Reduce time spent on filing appeals, managing large volumes of data, and eliminate missed deadlines
  • Stay on top of all upcoming deadlines, activities, and all supporting tasks
  • Identify properties that haven’t been reviewed
  • Eliminate errors and inconsistent reporting
  • Share data providers, consultants and personnel
  • Slash the time and effort associated with processing and approving tax bills
  • Coordinate activities performed by different groups and field personnel
  • Go paperless and access documents from anywhere

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.

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