The right intelligence for the right task.
ReTax360 is an enterprise AI orchestration and workflow platform purpose-built for property tax operations. It brings together the four foundations of the operation: clients, communication, data and documents.
Three layers. One governed system.
Your workflow on top, configured around your organization. Intelligence and orchestration in the middle. One foundation underneath every workflow.
Your Workflow
Intelligence & Orchestration
One Foundation
Every firm works a little differently. The foundation doesn't.
Orchestration is the difference between using AI and governing it.
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
Confidence-based escalation.
When ReTax360 encounters missing information, conflicting information, low-confidence AI results, business-rule exceptions, unusual workflow conditions or professional decisions requiring judgment, the task can be escalated to the appropriate human reviewer.
Confidence-based escalation:
- AI, rule or data action
- Confidence and business rule check
- High confidence and permitted: continue workflow. Low confidence or exception: human review. Professional decision required: assigned expert.
- Approve, modify or reject
- Workflow continues
Intelligent Intake
Turn incoming information into structured work.
ReTax360 helps organize incoming documents, emails and structured data, identify the appropriate client, property or case, identify missing information and route work into the appropriate workflow.
More than document uploading. The platform keeps asking:
- What do we have?
- What is missing?
- Where can it be obtained?
- Who or what should handle it next?
- Extract
- Understand
- Match
- Validate
- Route
- Human review when required
Document Intelligence
Turn unstructured documents into structured workflow data.
ReTax360 helps extract information from property tax documents, classify documents, associate them with the appropriate client, property or case, and route the information into the relevant workflow. Where confidence or business rules require it, a professional can review the information before it becomes part of the official record.
- Document
- OCR / extraction
- Classification
- Property / case match
- Confidence
- Routing
- Human review
Settlement Intelligence
Bring settlement activity into the same operating environment as the rest of the appeal.
Organize offers, counteroffers, supporting information, settlement status, savings, case history and related documents, to maintain a consistent record of settlement activity across cases and portfolios.
AI does not accept settlements or make final settlement decisions. Final decisions remain with the responsible professional.
- Offer receivedSep 18, 2026
- Counteroffer preparedSep 21, 2026 · supporting information attached
- Professional reviewMorgan Lee · final decision stays with the professional
- Status: Under negotiationCase history and related documents linked
Client Portal & Portfolio Experience
Give clients controlled visibility into the work that matters to them.
Bring case status, documents, deadlines, communication, reporting and portfolio information into a shared experience without requiring internal teams to manually answer every routine status request.
Billing & Financials
Financial workflow alongside the case, not in a separate system.
- Case financials
- Invoicing
- Fee tracking
- Payment status
- Savings calculations
- Financial workflow
Reporting & Portfolio Intelligence
Turn operational activity into portfolio-level visibility.
Give practice leaders and client teams clearer visibility across Organization → Office → Market / Jurisdiction → Client → Property → Parcel → Case: case activity, deadlines, status, savings, workload, portfolio activity and reporting.
Works with the systems you already use.
ReTax360 connects to the tools property tax teams already rely on, and to your existing systems of record through APIs and webhooks.
- Google WorkspaceEmail, identity and collaboration
- Google CalendarScheduling, deadlines and hearings
- Google DriveDocument storage
- Microsoft OneDriveDocument storage
- DocuSignEngagement letters and authorizations
- JotformClient intake forms
- SendGridTransactional email
- TwilioText messaging
- StripePayments and invoicing
- REST API & webhooksYour systems of record
Product names are trademarks of their respective owners. Integration availability depends on your deployment.
Intelligence you can inspect.
Enterprise AI should not operate as an unexplained black box. ReTax360 is designed so organizations can understand how work moved through the workflow.
- Task received
- Route selected
- Model / rule / system / person
- Action
- Output
- Confidence / verification
- Human action if required
- Final workflow state
- 09:14Task receivedAssessment notice
- 09:14Route selectedDocument Intelligence
- 09:15Output14 fields extracted
- 09:15Confidence / verification0.97 · rule check passed
- 09:15Human actionNot required
- 09:15Final workflow stateCase updated · RT-2601847
Illustrative product UI · fictional data
The goal isn't to use more AI. The goal is to use the right intelligence at the right moment.
AI prepares. Rules govern. Experts decide.
Human professionals remain responsible for decisions requiring professional judgment. ReTax360 never positions AI as a replacement for the professional.
Your workflow. Your methodology.
We don't ask organizations to abandon the processes that make them successful. We learn how the organization operates, identify where technology can remove friction, and configure ReTax360 around that operating model.
- 01 · DISCOVER
Understand the organization's operations, teams, offices, markets, systems and challenges.
- 02 · MAP
Map clients, communication, data, documents, stages, hand-offs and approvals.
- 03 · CONFIGURE
Configure workflow stages, permissions, routing logic, business rules and approvals.
- 04 · PILOT
Run defined workflows with real users and agreed success criteria.
- 05 · DEPLOY
Move the configured workflow into production with appropriate enterprise controls.
- 06 · EXPAND
Add offices, jurisdictions, workflows, integrations and intelligence over time.
Configure. Don't conform.
The pilot path.
- Discover
- Configure
- Pilot
- Measure
- Roll out
- Expand
AI + Expertise. Built around how you work.
See how ReTax360 can be configured around your organization's workflows, offices, markets and approval requirements.