Streamline your tax overage recovery process with our specialized CRM solution.
Property Management
Track properties sold for back taxes with detailed records, including parcel numbers, sale dates, and custom fields.
Overage Funds Tracking
Manage excess funds with details on amounts, holding entities, claim status, and case numbers.
Former Owner & Relative Data
Store and manage former owner details, including contact info, relatives, and research notes for claim processing.
Document Management
Upload, version, and search documents with OCR and tagging, tailored for sale documents and claim forms.
Task Management
Assign and track tasks related to claim follow-ups and owner research with a Kanban board.
Analytics & AI Insights
Predict claim success rates and prioritize tasks with AI-driven insights and visual reports.
Notifications
Send automated email and SMS reminders for claim deadlines and updates.
Integrations
Connect with QuickBooks, Google Calendar, Slack, and Zapier for efficient workflows.
Mobile API
Access property and task data on the go with a secure REST API for mobile apps.