Configured around your organization.
Every firm works a little differently. The foundation doesn't. ReTax360 is configured around how advisory firms, property tax practices and enterprise portfolios actually operate.
Governed workflows across offices and markets.
Book an Enterprise Demo- Configure workflows around different offices, markets, roles and approval requirements while maintaining a shared enterprise foundation.
- Human approval gates and auditability for AI-assisted work.
- Portfolio-level visibility for practice leaders.
- Intelligent Intake and Document Intelligence reduce manual intake and document handling.
- Deadlines, evidence and settlement activity in one operating environment.
- Professionals stay responsible for decisions requiring judgment.
Portfolio visibility from organization to parcel.
Book an Enterprise Demo- Reporting & Portfolio Intelligence across Organization → Office → Market / Jurisdiction → Client → Property → Parcel → Case.
- Client Portal & Portfolio Experience for controlled visibility.
- Billing & Financials and savings tracking in the same system.
Built for property tax operations across North America.
Serving organizations across North America. Designed to expand wherever our clients operate.
Operating outside North America? Talk to us about your requirements.
Questions enterprise evaluators ask.
Yes. ReTax360 workflows can be configured around different offices, markets, roles, stages, approval requirements and business rules while maintaining a shared enterprise foundation. Organizations can preserve local operating differences while maintaining centralized visibility and governance.
ReTax360 supports property tax operations across North America, including the United States and Canada. The platform is designed so workflows and operating requirements can be configured around different jurisdictions rather than requiring every market to operate identically. Organizations operating outside North America can contact our enterprise team to discuss their requirements.
AI can extract, classify, draft, recommend and prepare work. Business rules and orchestration determine where that work should move next. At defined approval points, designated professionals can review, approve, modify or reject AI-assisted outputs before they become part of the official workflow or trigger critical actions. AI prepares. Rules govern. Experts decide.
You do. Customer operational data remains the customer's property. ReTax360 provides the platform, orchestration infrastructure, automation framework and underlying technology used to process and manage that information. Customer operational data—including case records, settlement information, reporting, financial records and organization-specific configurations—remains owned by the customer according to the applicable enterprise agreement.
Identifiable customer data is not used as general-purpose training data. Where permitted under the applicable enterprise agreement, anonymized, aggregated and de-identified information may be used to improve platform intelligence and model performance, provided that the information cannot be attributed to the customer, its clients, a specific property or a specific transaction. Organizations with specific AI-data requirements can address those requirements during the enterprise agreement and security review.
Yes. ReTax360 supports enterprise Single Sign-On requirements. Identity-provider configuration and implementation requirements are reviewed during enterprise onboarding.
A ReTax360 pilot begins with a defined workflow, office, market or operational use case. Together, we establish:
- workflow scope
- participating users
- approval requirements
- operational objectives
- success criteria
The pilot is then deployed with real workflows and human reviewers in the loop. Results are evaluated against the agreed criteria before moving into a phased production rollout.
Discover → Configure → Pilot → Measure → Roll out → Expand
ReTax360 is an enterprise platform. Pricing is based on deployment scope, workflows, organizational requirements, integrations and implementation needs.
AI + Expertise. Built around how you work.
See how ReTax360 can be configured around your organization's workflows, offices, markets and approval requirements.