Built for every season of property tax

Whether you manage commercial real estate, residential portfolios, mixed-use assets, or corporate BPP accounts, Property Data Cloud® provides the operating infrastructure needed to replace manual friction with total operational control.

Automated Real Estate Valuation & Analysis

Sales

Income

Rent Equity

Cost

Equity

Combine data accuracy with automated appraisal modeling to identify savings and build defensible appeals quickly.

Problem

Aggregating raw data, applying the proper appraisal adjustments, and presenting findings in an intelligible format takes a lot of time and effort.

Solution

Automated valuation brings multiple approaches to value together.

Property Data Cloud® brings property and market data together with automated valuation and analysis across Sales, Income, Rent Equity, Cost, and Equity approaches.

Hearing & Appeal Package Preparation

Aggregate raw comps, apply precise appraisal adjustments, and generate presentation-ready appeal packages for Assessors.

Multi-Approach Valuation Engines

Perform automated analysis using Sales, Income, Rent Equity, Cost, and Equity comparison models.

Express Informals

Fast-track informal assessment reviews with pre-configured templates and automated comp selection.

Sales Approach
Income Approach
Rent Equity
Cost Approach
Equity Analysis
Comparable Selection & Adjustment
GIS/Mapping
Integrated Property & Market Data

Eliminate Scattered Information

Problem

Property data, documents, client emails, deadlines, and tax bills live across disparate CAD portals, local drives, personal inboxes, and spreadsheets.

Solution

Documents, emails and tax information stay connected to the property they belong to.

Centralize your entire property tax operation into a single platform where every email, document, comp, and bill is connected to the exact property record.

Fresh, Integrated Data

Bring together assessor/CAD information, GIS, sales, rents, income and other property and market information used throughout the property tax operation.

Interactive GIS Maps

Visualize portfolio distribution, spatial trends, and comparative assessments on interactive geographic maps.

Property Information Tracker

Maintain historical property and account information across jurisdictions, including assessment histories, property characteristics and legal descriptions.

Property & Account Data
Assessor/CAD Information
Property History & Notes
GIS
Jurisdiction & Tax Information
Documents

Automate Repetitive Administrative Work

Problem

Team members lose valuable time manually downloading CAD files, uploading forms, filing emails, and tracking down missing tax bills during tight protest windows.

Solution

Quiet automation keeps the background work moving.

Intelligent automation quietly handles repetitive background work, like auto-filing emails, tracking missing bills, and assisting with hearing-package preparation. This allows professionals to focus on analysis and client strategy.

Smart Suite® Email & Automated Batch Processing

Recognize, auto-file, and log incoming email communications to specific properties and clients automatically.

Configurable Campaigns

Automate information requests and follow-ups based on configured requirements and workflows.

Client Portal & Correspondence

Both the company and property owners can upload documents and information through the Client Portal; uploads automatically connect to the appropriate PDC account.

Automated Tax Bill Monitoring

Monitor tax-bill availability and payment status, automatically capture tax-bill documents and data, update or verify account information, and make tax-bill information available through the Client Portal.

Smart Suite® Email
Automated Information Requests
Follow-Up & Reminders
Correspondence Templates
Document Collection
Workflow Automation

Gain Total Portfolio Visibility

Problem

Management lacks a real-time, high-level view of appeal status, upcoming hearing dates, and portfolio obligations across multiple jurisdictions.

Solution

Dashboards surface bills, dockets, and portfolio totals at a glance.

Management views provide visibility into received bills, review statuses, docket conflicts, and portfolio totals across clients and counties.

Hearing Schedules & Docket Management

Track hearing dates, resolve scheduling conflicts across counties, and manage dockets seamlessly during high-intensity protest seasons.

Agent & Representation Management

Manage Appointment of Agent information, authorization documents, signatures and status including confirmation and expiration tracking.

Express Informals

Manage CAD offers efficiently in bulk—review offers, accept or reject them, record counteroffers, and prepare the completed response for return to the CAD.

Lawsuit & Arbitration Deadline Management

Manage the applicable timing/deadlines for when a lawsuit or arbitration must be filed.

Hearing Calendar
Bill Tracking
Appeal Status
Docket Conflicts
Portfolio Totals
Multi-Jurisdiction View

Connect Disjointed Workflows

Problem

Valuation modeling, CRM/client correspondence, hearing prep, and billing operate in isolated silos, causing handoff errors and delays.

Solution

One connected workflow from valuation through billing.

Valuation, workflow, client communications, and billing operate within one connected platform, so information stays with the property as work progresses.

Tax Bill & Obligation Monitoring

Monitor tax bill delivery, track review statuses, verify assessment amounts, and calculate portfolio obligations automatically.

BPP Asset Manager

Manage BPP asset lists and CAD depreciation schedules, prepare rendition forms and asset valuation reports, and track rendition and asset-list status.

Invoicing, Rates & Jurisdiction Management

Apply multi-jurisdictional tax rates, calculate fee structures, and generate client invoices directly from appeal outcomes.

Valuation & Analysis
Appeals & Hearings
Express Informals
Evidence & Documents
Correspondence
Client Management
Tax Management
Billing

Standardize Operating Knowledge

Problem

Critical process knowledge and history reside inside individual employees' heads, personal folders, and spreadsheets.

Solution

Critical history, decisions and standardized processes stay inside the firm.

Build permanent operational infrastructure that preserves account history, correspondence, documents, key decisions and audit history on key actions.

Standard Document Templates

Craft and keep templates for every standard document in the Contract/Correspondence Manager, then autofill them from your database, from P&L and rent roll requests to BPP asset reports.

Property Information Tracker

Store received documents under the related property record and instantly see which accounts are still waiting on information, so history lives in the firm, not in personal folders.

Activity History & Audit Controls

Maximize oversight and accountability with a flexible Activity Log, and a complete record of decisions and correspondence that carries forward across cycles.

Document Management
Centralized Account History
Notes
Correspondence History
Evidence & Supporting Information
Standardized Processes
Audit History on Key Actions

Scale Operations Effectively

Problem

Practice growth requires adding administrative staff because underlying processes rely on manual labor.

Solution

Manage increasing portfolio complexity and account volume without multiplying manual processes.

Standardized processes ensure consistent, repeatable results across the portfolio.

Express Informals

Upload CAD-provided spreadsheets with account numbers, market values and proposed offers; PDC brings the relevant account and valuation information together so offers can be reviewed, accepted, declined or countered at portfolio scale.

Email Batch Scheduler

Define correspondence campaigns and send frequency once. The Email Batch Scheduler keeps requesting P&Ls, rent rolls, and asset reports until the information is received.

Multi-Jurisdiction Throughput

Run multi-client, multi-county work from one platform using standardized workflows and automation designed to support growing portfolio complexity.

Multi-Account Management
Batch Processing
Campaigns
Multi-Client/Multi-Jurisdiction Work
Portfolio-Level Operations
Standardized Workflows

A clear path through every portfolio type

Move from asset complexity to an organized, connected tax operation—without changing the way your teams see their work.

Commercial Real Estate

Manage complex office towers, retail centers, industrial facilities, and multi-family communities.

Run Sales, Income, Rent Equity, Cost, and Equity valuations alongside multi-jurisdictional docket tracking and lawsuit or arbitration management, so multi-year protests and litigation stay organized from filing through resolution.

Residential & Rental Portfolios

Handle high-volume residential portfolios with speed and precision.

Process large property counts with automated informal express appeals and batch filing. Supported by automated comparable selection using Sales and Equity approaches.

Mixed-Use Developments

Combine residential, retail, and commercial assets under a single operational umbrella.

Manage multi-asset properties on one platform with flexible comparative grid analysis, while keeping workflow logic and document tracking consistent across every asset type.

REITs & Enterprise Real Estate Organizations

Gain enterprise-grade command over large, multi-state portfolios.

Maintain multi-county visibility, centralized tax bill monitoring, audit history on key actions, and standardized reporting across asset classes, eliminating single points of failure across internal operations.

Business Personal Property (BPP)

Include BPP accounts in the same property tax operation as your real estate work.

Manage BPP assets alongside real property accounts, with connected workflows, documents and tax information in one operating system.