AI + Expertise. Built around how you work.
Property tax operations are complex. ReTax360 brings clients, communication, data and documents into one foundation, then intelligently coordinates work between AI, business rules, systems and the people responsible for making the decisions that matter.
One intelligence layer across the entire property tax lifecycle.
ReTax360 is an enterprise AI orchestration and workflow platform purpose-built for property tax operations. It routes work between AI, business rules, systems and people, instead of forcing every task through one AI model or one rigid workflow.
Property tax lifecycle, connected at every stage by ReTax360 Intelligence and Orchestration (Rules, AI Models, Agents, APIs, Systems, Human Expertise), on one foundation of Clients, Communication, Data and Documents:
- Intake
- Document Intelligence
- Case Workflow
- Evidence
- Settlement
- Client Experience
- Billing
- Reporting & Portfolio Intelligence
Systems of record remember what happened. ReTax360 is built to coordinate what happens next.
The goal isn't to use more AI. The goal is to use the right intelligence at the right moment.
Not every task needs AI. Not every AI task needs the same model. Not every workflow should operate identically. And not every decision should be automated. ReTax360's role is to intelligently coordinate those resources inside one governed workflow.
AI prepares. Rules govern. Experts decide.
“This is the first time I've heard anyone put AI, expertise and workflow together.”
Every firm works a little differently. The foundation doesn't.
Clients. Communication. Data. Documents. Above that foundation sits an intelligence and orchestration layer, and above that, the workflow configured around your organization.
Your Workflow
Intelligence & Orchestration
One Foundation
Every firm works a little differently. The foundation doesn't.
- 01
Clients
Every client, entity, property and parcel in one record, with engagement terms and history attached.
- 02
Communication
Email, portal messages and internal notes in one timeline per client and per case.
- 03
Data
Assessments, values, deadlines, settlement activity and outcomes, structured across offices.
- 04
Documents
Notices, evidence, filings, agreements and invoices, linked to the right client, property or case.
The right resource for the right task.
The future of enterprise AI isn't one model doing everything. Different tasks require different types of intelligence. ReTax360 is designed to determine the appropriate execution path based on the task, workflow requirements, business rules and confidence requirements.
Smart routing:
- Task
- ReTax360 router
- Execution path: Rules / Code, Specialized AI, Advanced AI, API / Enterprise System, or Human Expert
- Confidence and business rule check
- Workflow continues or escalates for review
Configured applications on one governed foundation.
Intelligent Intake
Turn incoming information into structured work.
Document Intelligence
Turn unstructured documents into structured workflow data.
Settlement Intelligence
Bring settlement activity into the same operating environment as the rest of the appeal.
Client Portal & Portfolio Experience
Give clients controlled visibility into the work that matters to them.
Billing & Financials
Case financials, invoicing, fee tracking and payment status in one place.
Reporting & Portfolio Intelligence
Turn operational activity into portfolio-level visibility.
AI prepares. Rules govern. Experts decide.
Your workflow. Your methodology.
- 01 · DISCOVER
- 02 · MAP
- 03 · CONFIGURE
- 04 · PILOT
- 05 · DEPLOY
- 06 · EXPAND
Configure. Don't conform.
What better infrastructure can give back.
- Observed30–60 minutes
Time returned per team member per day
In an enterprise deployment, ReTax360 has observed approximately 30–60 minutes of daily time savings per team member as workflows and information become easier to manage.
ReTax360 operational observation - Projected3–4 months
Potential document-intake time returned over a year
Based on current workflow analysis, intelligent document intake is projected to eliminate the equivalent of approximately three to four months of cumulative manual document-processing effort over the course of a year.
Projected operational impact based on current workflow analysis - Target60–70%
Manual intake reduction objective
Current enterprise program objectives target a 60–70% reduction in manual intake processing through AI-assisted classification, routing and automated data extraction.
Enterprise program target
Time returned to the work that matters.
Every hour removed from repetitive intake, document handling, status checking and administrative hand-offs creates additional capacity for professionals to focus on analysis, client relationships, strategy and revenue-generating work. The goal isn't simply faster software. It's more productive professional capacity.
Expertise deserves better infrastructure.
Built for property tax operations across North America.
ReTax360 is built to support property tax organizations across the United States and Canada, with workflows that can be configured around different jurisdictions, markets, offices and organizational structures. The architecture is not tied to a single state, province or jurisdiction. As organizations expand into new markets, ReTax360 is designed to evolve with their workflows, rules, data and operating requirements.
Serving organizations across North America. Designed to expand wherever our clients operate.
Operating outside North America? Talk to us about your requirements.
Enterprise-grade by design. AI you can explain.
Single Sign-On
SupportedRole-Based Access Control
AvailableHuman approval gates
Critical AI-assisted outputs can require designated human review.
Auditability
Workflow actions can be logged to show how work moved through the system.
“The expertise was never the problem. The problem was how much of an expert's day was being consumed by everything around the expertise.”
Property tax is where we're building this future first.
Enterprise software is moving from static systems of record toward intelligent systems capable of coordinating work across people, data, models, rules and existing technology. ReTax360 is building that architecture inside one of the most operationally complex professional-service environments: property tax.
AI + Expertise. Built around how you work.
See how ReTax360 can be configured around your organization's workflows, offices, markets and approval requirements.