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Can I customize the platform to match my firm’s specific processes?

Yes. Retax 360 is built with flexibility in mind, allowing you to tailor workflows, templates, and settings to align seamlessly with your firm’s unique processes. From task automation to report formatting, the platform adapts to the way you work—not the other way around.

What tools does Retax 360 provide for managing and filing property tax appeals?

Retax 360 offers a robust suite of AI-powered tools designed to streamline and simplify the property tax appeal process. Our system integrates with tools like Google Suite for seamless document management and communication, making it easier to gather data, manage cases, and submit appeals efficiently.

Is SMS communication secure and compliant for client interactions?

Yes. All SMS communications within Retax 360 are encrypted and designed with compliance in mind, ensuring your client interactions are secure, professional, and easily traceable within the platform.

How does invoicing work within the platform, and can I track payment status?

Retax 360 includes a comprehensive invoicing system that allows you to create, send, and manage custom invoices. You can also generate detailed reports and track payment statuses in real-time, giving you full visibility into your billing and revenue flow.

Can multiple team members collaborate in the same workspace?

Yes. Retax 360 supports multi-user collaboration, enabling teams to work together in a shared environment. Assign tasks, communicate through SMS, and manage client workflows—all within one centralized dashboard.

What kind of customer support or onboarding assistance is available?

We offer personalized onboarding support, including training sessions, platform walkthroughs, and a dedicated success manager to ensure a smooth setup. Ongoing customer support is available via email, chat, and phone to help your team get the most out of Retax 360.

How secure is my data on Retax 360?

Data security is our top priority. Retax 360 uses industry-standard encryption and secure cloud infrastructure to safeguard all sensitive information. We are committed to maintaining the highest level of security and compliance for our users.

Is Retax 360 paid by subscription or a one-time fee?

Retax 360 offers flexible pricing options to suit your needs. You can choose between a monthly or annual subscription, or opt for a one-time licensing fee based on your preferred level of access and support.

About Us

About Us

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