Powering The
Digital Property Tax Revolution

ReTax360 is transforming the way property tax management teams operate. By combining advanced AI technology with specialized property taxation knowledge, we're streamlining and optimizing workflow processes.
A fully integrated suite for your
Property Tax Workflow
Streamline your business operations and boost your bottom line with ReTax360. Our fully integrated platform empowers you to reduce costs, increase revenue, and operate more efficiently. Handle your workflow, manage revenue, expand your business, and launch new services – all in one place.
Appointment
SMS
Digital Signature
Invoice
Workflow
Template
Appointment
SMS
Digital Signature
Invoice
Workflow
Template
Appointment
SMS
Digital Signature
Invoice
Workflow
Template
Appointment
SMS
Digital Signature
Invoice
Workflow
Template
Taskboard
Batch
Dashboard
Notes
Drive
Team Management
Taskboard
Batch
Dashboard
Notes
Drive
Team Management
Taskboard
Batch
Dashboard
Notes
Drive
Team Management
Taskboard
Batch
Dashboard
Notes
Drive
Team Management

Our Core Service

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AI Agent

Add a customly-trained AI agent into your ReTax toolset. These agents can complete tasks from email-scrubbing to lead evaluation, and everything in between. Bring your data, business rules, and personal preferences to ReTax and get your customized agent today.

Customization

Does your organization require a tailored solution? Our Large Language Model (LLM) empowers you to create custom rules for identifying enterprise leads and effortlessly construct data science pipelines using a conversational interface.

Appeals Tools

Our platform automatically analyzes assessment data to help identify potential savings opportunities and assist you in managing your property efficiently

Appeals Tools

Our platform automatically analyzes assessment data to help identify potential savings opportunities and assist you in managing your property efficiently

Our Core Service

We provide property tax professionals with three core services for improved efficiency and results: an AI Agent for streamlined client interactions, customizable workflows to adapt to your specific process, and robust appeal tools to effectively manage and win cases. Retax 360 has everything you need to work the way you do.

AI Agent

Add a customly-trained AI agent into your ReTax toolset. These agents can complete tasks from email-scrubbing to lead evaluation, and everything in between. Bring your data, business rules, and personal preferences to ReTax and get your customized agent today.

Customization

Does your organization require a tailored solution? Our Large Language Model (LLM) empowers you to create custom rules for identifying enterprise leads and effortlessly construct data science pipelines using a conversational interface.

Appeal Tools

Our platform automatically analyzes assessment data to help identify potential savings opportunities and assist you in managing your property efficiently

Compare

Finding Comparable Properties Made Easy

Quickly search for comparable properties based on a property's square footage, age, neighbourhood, and physical attributes. From the returned list of comparable properties, simply add any of interest into your own leads to view more data.

What We do

Control Your Firm’s Workflow

Take advantage of all our task management offerings, including an internal calendar that integrates with Google Calendar, a task board that can be used to assign agents tasks, and a customizable labelling system that you can use to delegate your own stages within your tax refund process.

Integration

Integrate Your Own Data

Upload and download your own documents regardless of where they are located. Use our pipelines to transfer files directly from cloud storage such as Google Drive and OneDrive, allowing for a seamless data integration.

The Backbone of Property Tax Management Tools

Our tools are designed by industry leaders and crafted by seasoned professionals, specifically for today's property tax experts.

Increased Productivity
90%
Business Growth
10x
Efficiency
4x
Customer Engagement
2.5%

Our Latest Features

Say hello to ReTax360 — your all-in-one platform designed to streamline your workflow.

Benefits of working with teams

Streamline team collaboration by integrating task management, calendar organization, and team communication into a single platform. To optimize team alignment and efficiency, allows you to assign tasks, track progress, and communicate with your team in real time. Ensure deadlines are met and everyone stays informed and connected.

Benefits of invoice payment terms

Retax 360 simplifies invoicing with easy-to-use tools that help you create, send, and track payments all in one place. No more juggling spreadsheets or chasing down clients—get paid faster with automated reminders and real-time status updates that keep your cash flow moving.

Benefits of SMS

Retax 360's integrated SMS communication ensures that clients and team members are always up-to-date. The platform allows you to send instant updates, reminders, and follow-ups, ensuring that everyone stays informed in real-time and that nothing is overlooked.

Act Fast-Scale Smart

Choose a plan that works for your business and start growing today - no hidden fees, no hassle..

1k Connects

Enterprise

Contact Sales
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access
5k Connects
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access
12k Connects
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access
1k Connects

Enterprise

Contact Sales
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access
5k Connects
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access
12k Connects
01 User Access
01 Team Members
02 Team Inbox
01 GB Storage
01 User Access
01 User Access

Enterprise

Contact Sales
Core CRM
- Prospects
- Leads
- Taskboard
- Calendar
- SMS
X
X
X
Branding & Customization
X
X
X
Integrations
- SendGrid
- Twilio
- Stripe
- Jotform
- DocuSign
- Google Workspace
X
X
X
User & Role Management
Agent/Admin/Super
Custom role-builder
Custom role-builder
Reports
Basic reports
Custom report builder
AI-driven insights
Support
24-hour SLA
Live Support Chat
Dedicated CSM and AI chat
Tools
- Property Comparison Tax
- Savings
- Estimator
- Neighborhood Analytics
- Owner Contact- Finder
- Permit & Zoning Lookup
- Map
- Document Builder
- Lead Consultant (AI)
- Appointment Assistant (AI)
- AI Agent
1 Included Tool
3 Included Tools
5 Included Tools
Webhooks & API access
Yes
X
X
Custom Workflows & Fields
Yes
X
X
AI-Powered Add-Ons
- Lead scoring
- Auto-drafted
- Email & SMS
Yes
Yes
X

Find Your Answers Here

Can't find an Answer? Email us contact info@retax360.com

Can I customize the platform to match my firm’s specific processes?
What tools does Retax 360 provide for managing and filing property tax appeals?
Is SMS communication secure and compliant for client interactions?
How does invoicing work within the platform, and can I track payment status?
Can multiple team members collaborate in the same workspace?
What kind of customer support or onboarding assistance is available?
How secure is my data on Retax 360?
Is Retax 360 paid by subscription or a one-time fee?