AppealTrack

Property tax appeals in one shared system

CSC AppealTrack is software for managing property tax appeals across a real estate portfolio. It is built to sit between the corporations that own property and the law firms and outsourced providers that file appeals for them. Both sides share one secure record of parcel values, hearing dates, documents and payments. The company describes it as a way to bring the tracking of tax values, the preparation of appeals and the processing of bills into a single place.

Work for owners and for providers

Appeal providers can track several property tax values at once, manage each appeal and auto-generate the appeal forms. They can keep their activities on a central calendar and produce customer invoices. Owners keep control of their own portfolio. They can assign property data to more than one provider, process their tax bills, run reports across every property and outsource appeal work to several firms without losing sight of the whole picture. The system is described as a single source of information that both owners and providers can use.

Preparing, tracking and paying appeals

The system helps teams judge how strong an appeal is likely to be for a given property or parcel, and it calculates expected savings and refunds before invoices are produced. Hearing dates and deadlines appear on the central calendar, and automated email alerts warn users of approaching deadlines. Much of the data entry is avoided because parcel details are filled in from the parcel number. Letter and email templates can be customized for appeal boards and customers, and user-defined tasks let each firm adapt the software to its own process. An accounts payable interface exports payment requests to any AP system, which the company says reduces the effort of processing tax bills.

Who it is for

The software is aimed at corporate property owners and at the law firms and consultants that handle property tax appeals for them. The company's material says it is intended to streamline appeal preparation and tracking, and to keep deadlines and documents in one place that can be reached from anywhere.