• Tax Appeal - Dashboard
  • Tax Appeal - Grid
  • Tax Appeal - Kanban
  • Tax Appeal - Calendar
  • Tax Appeal - Manage
  • Tax Appeal - Settings
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Tax Appeal

Tax Appeal

Tax Savings Won

$49.99 CAD
$49.99 CAD
Oferta Agotado
  • Web App
  • No se requiere suscripción
  • Descarga instantánea
Start 7-Day Free Trial Full access. No credit card required.
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Tax Savings Won

Pipeline Board

Drag cases through grievance stages from filing to resolution with a visual Kanban workflow.

Client Directory

Maintain a searchable database of property owners with contact details and case history.

Municipality Database

Pre-configured lookup for towns, villages, and assessing units that never lose a record.

Hearing Calendar

Never miss a date with scheduled hearing reminders and month-view timeline.

Savings Tracker

Calculate and showcase total tax savings achieved per client and across your portfolio.

Attorney Roster

Manage your legal team with firm affiliations, phone numbers, and email contacts.

Assessment Comparison

Side-by-side view of assessed versus market values for every property parcel.

Case Notes & Evidence

Rich-text documentation for hearing notes, comparable sales, and evidence logs.

Deadline Tracking

Monitor statutory filing deadlines and ensure timely grievance submissions.

Status Workflow

Seven-stage pipeline from initial filing through closed won or lost for total clarity.

Performance Dashboard

Real-time metrics on win rates, pending hearings, and total savings achieved.

Filter & Search

Quickly find cases by client, municipality, property type, or case status.

Savings Target

Set annual savings goals and track progress against your firm's target.

Multi-Property Clients

Group cases by client with support for multiple parcel appeals under one owner.

Ready to go in 3 steps

Step 01

Create Account

Set up your secure profile to begin managing your workspace.

Step 02

Activate App

Use your Order Number to unlock full access to your new system.

Step 03

Start Tracking

Ditch the paper scraps and start managing like a pro.

Product Details

What’s Included
Stop letting overassessed properties drain your clients' bottom line. Property Tax Appeal is the complete case management system built for tax grievance professionals, property tax consultants, and real estate attorneys who fight to reduce unfair tax burdens. No more scattered spreadsheets or missed filing deadlines—consolidate every appeal into one powerful workspace. Track each case from initial filing through hearing and resolution with a visual Kanban pipeline that makes your caseload crystal clear. Log assessed versus market values, schedule hearing dates with calendar integration, and calculate tax savings in real time. Maintain a centralized directory of clients, municipalities, and attorneys so critical information is always at your fingertips. With dashboards showing your win rate, pending hearings, and total savings achieved, you walk into every negotiation armed with compelling data. Whether you're a solo consultant or a multi-attorney firm, Property Tax Appeal transforms chaotic caseloads into a streamlined, profitable practice.
How You Get It

Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.

Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.

Everything you need to know.

Do I need to pay a monthly fee?
No. Your purchase includes a full 1-year subscription with a single upfront payment. We don't believe in surprise monthly bills or "subscription creep."
What devices can I use this on?
Anything with a browser. Our systems are fully responsive and optimized for iPhone, Android, tablets, and desktops. Your data stays in sync across all devices automatically.
Can I track different parts of my life at once?
Yes. You can create up to 3 separate "Workspaces" within your account. Each acts as its own private environment—perfect for keeping business, home, and personal data independent.
Can I share my workspace with others?
Yes. Easily invite crew or family with real-time syncing. Set permissions: Admins (full control), Members (edit data), or Viewers (read-only).
I'm not "tech-savvy"—is it hard to set up?
It’s built for speed. We skip enterprise bloat. You’ll receive a 5-minute video walkthrough showing exactly how to start tracking immediately. If you can use a smartphone, you can use this.
What happens to my data?
You are in control. Information is stored securely and accessible only by you. You can also choose to keep your data stored locally on your own device for a completely offline experience.
What happens after my 1-year access ends?
You choose your next step. We will reach out with a simple option to renew your access for another year. You’ll never be auto-charged; you decide if you want to keep going.

Still not sure? Try it first.

Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.

Start your 7-day free trial Full access. No setup fees.
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