The Real Estate Tax Firm Operating System.

The all-in-one platform for real estate tax attorneys, powered by AI where it matters most.

Built for property tax attorneys.

From engagement to resolution — without switching platforms.

Client Onboarding
Auto-invite clients via email portal
Document Collection
Clients upload P&L, rates, assessments
AI Extraction
Structured data pulled from every document
Gap Analysis
Income-approach valuation vs assessed value
Appeal Filing
Generate appeal drafts with one click
Resolution
Track outcomes across every appeal level

Your clients upload everything. Without a single email from you.

Clients get a guided portal that walks them through every document step by step. Alex — our AI assistant — explains what each document is, why it matters, and follows up automatically if anything is missing.

app.getparceltax.com/portal
A

Welcome, Sarah

Ali Hasan at Ali & Associates has invited you to securely upload documents for your property tax appeal on 215 East 5th Ave, New York.

What to expect

Tax Assessment
P&L Statement
Occupancy Data
Room Rates
A

I'll guide you through each step. Most clients finish in under 5 minutes.


🔒 End-to-end encrypted · Your data is secure
app.getparceltax.com/portal/upload
Your Progress
0 of 4
Tax Assessment
In progress
P&L Statement
Locked
Occupancy Data
Locked
Room Rates
Locked
Document 1 of 4

Tax Assessment

Your county's official property valuation

What is this?

This is the official notice from your county assessor showing what they believe your property is worth for tax purposes.

Why is it needed?

This is the starting point for your appeal — it's the value we're challenging.

Drop file here or click to browse

PDF, JPG, PNG, or Excel · Max 25 MB

A
Alex
Your upload assistant
A
Hi! I'm Alex, and I'm here to help you gather the documents for your property tax appeal at 215 East 5th Ave. Your attorney sent me to make this as simple as possible for you.

Let's start with your Tax Assessment Notice. This is the letter from your county showing what they say your property is worth for tax purposes — it usually arrives annually in the mail. Can you upload that document for me?
Just now
Ask Alex anything...

Step-by-step guidance

Alex explains every document in plain language. Clients never feel lost.

Automatic follow-ups

Clients who don't complete get reminded automatically. No chasing.

Real-time updates

You see every upload the moment it happens. No waiting, no asking.

Six tools. Six logins. Six bills.

Sound familiar?

Case Management

$125/user/mo

Document Storage

PerfectLaw $200/mo

E-Signatures

Adobe Sign $35/user

Client Portal

Doesn't exist

AI Extraction

Doesn't exist

Appeal Drafting

Hours of manual work

One platform. Everything your firm does, lives here.

Case Management

Track every case from engagement to resolution. Assessor, BOR, PTAB — all in one view.

Client Portal

Guided document collection from property owners. AI assistant helps them every step of the way.

AI Extraction

Assessed value, NOI, occupancy rate pulled automatically from uploaded documents.

Knowledge Agent

Ask questions across your entire caseload in plain English. Instant answers from your data.

Appeal Drafts

AI-generated appeal letters in seconds. Your firm's voice, backed by extracted data.

Automated Workflows

When docs arrive, everything else happens automatically. Gap analysis, notifications, drafts.

Sarah uploaded everything. Here's what you see.

Every document extracted. Every data point pulled. Ready for gap analysis and appeal filing — without opening a single PDF.

app.getparceltax.com/cases/sarah-thomas
Dashboard
Knowledge Base
Deadlines
Security
Settings
← Back to Dashboard

Sarah Thomas

Complete
215 East 5th Ave, New York NYC
PIN: 12-34-56-789-0009 · Created Apr 21, 2026

Appeal Timeline

Assessor
+ Add
Board of Review
+ Add
PTAB
+ Add
Documents
Ask AI
Appeal Draft
Correspondence
Email History
Activity

Documents

P&L Statement
pl_statement.pdf · 3.6 KB · Apr 21, 2026
Extracted
Occupancy Data
occupancy_data.pdf · 3.5 KB · Apr 22, 2026
Extracted
Room Rates
room_rates.pdf · 3.9 KB · Apr 22, 2026
Extracted
Tax Assessment
tax_assessment.pdf · 4.3 KB · Apr 21, 2026
Extracted

AI-Extracted Data

Net Operating Income (NOI)
P&L Statement
$513,810
Total Revenue
P&L Statement
$1,003,410
Total Expenses
P&L Statement
$489,600
Occupancy Rate
Occupancy Data
78.2%
Average Daily Rate
Room Rates
$148
RevPAR
Room Rates
$116
County Assessed Value
Tax Assessment
$5,130,000

“Finally, software built for how real estate tax firms actually work.”

Property Tax Attorney · Chicago, IL

Your data is protected. Period.

How Parcel protects your firm's data and your clients' privacy.

Encrypted In Transit

All connections secured via HTTPS with HSTS enforcement and strict transport security headers. No unencrypted access.

Firm-Scoped Access

Every query is scoped to your firm. Your data is never visible to other users. Role-based access controls on every endpoint.

You Own Your Data

We never share, sell, or monetize your data. Export or permanently delete all case data at any time. No third-party analytics.

Privilege-Aware Design

Token-scoped client portal with expiration and revocation. JWT-authenticated attorney access. Complete audit trail of all data access.

No Third-Party Tracking

No analytics trackers, no ad networks, no data brokers. Only necessary infrastructure integrations for core platform functionality.

SOC 2 Roadmap

Actively pursuing SOC 2 Type II certification. Immutable audit logging, structured access controls, and compliance monitoring in place.

HTTPS + HSTS Enforced
Full Audit Trail
No Third-Party Tracking
You Own Your Data

Ready to modernize your firm?

No commitment. 20 minutes. See exactly how it works for your firm.

Book a Demo

Or email us at hello@getparceltax.com