Property Tax Assessment Appeals Digital Platform

The Vendor is required to provide property tax assessment appeals digital platform solution shall support the complete lifecycle of assessment appeal cases, including electronic filing, workflow management, scheduling, document management, public access, hearing administration, reporting, and records retention.
- Objective
• Secure online portal for taxpayers and authorized representatives.
• Automate application intake and validation.
• Improve workflow efficiency and reduce manual processing.
• Support electronic document submission and management.
• Automate hearing scheduling and notifications.
• Maintain complete electronic case files.
• Provide configurable business rules and workflows.
• Improve reporting and management dashboards.
• Ensure compliance with state revenue and taxation code.
• Improve transparency while protecting confidential information.
• Integrate with existing county systems where appropriate.
• Reduce paper-based processes.
• Improve customer service and accessibility
- Functional requirements:
• Online appeal application filing
• Electronic signature capability
• Fee collection integration (if applicable)
• Hearing calendar management
• Automated notices and reminders
• Electronic hearing management
• Decision tracking
• Historical appeal records
• Reporting dashboards
• Statistical reporting
• Public portal
• Internal staff portal
• Mobile responsive interface
• Role-based security
• Audit logging
• Data export capabilities
• API integration capabilities
- Technical requirements:
• Be cloud-hosted (SaaS) or offer an on-premises deployment option.
• Provide system availability of at least 99.9%.
• Support single sign-on (SSO) using Microsoft entra id (azure active directory) or equivalent.
• Support multi-factor authentication (MFA).
• Encrypt data both at rest and in transit using industry-standard encryption.
• Maintain disaster recovery and business continuity capabilities.
• Provide configurable workflows without requiring custom programming.
• Provide open rest APIs for future integrations.
• Support integration with the county ERP, document management, payment processing, GIS, and assessor systems.