tax.com Features

Provides a cloud based version of the platform

Contains a portal to facilitate third-party or client application access

Creates unique, customizable investor statements

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Automates some or all operation related tasks

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition.

Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types.

Aggregates and centralizes property and land information and data from a variety of sources; real-time discovery.

Monitors the performance of existing investments and analyzes property data to recommend investment decisions.

Enables correspondance and communication with and management of real estate investors.

Automates back office operations and investor workflows.

Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines.

Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting.

Provides a sales tracking feature to calculate and model the potential value of overall and individual properties within a portfolio.

Generates asset performance reports specifically to present to investors, stakeholders, and board members.

Enables easier search of property records for valuation and assessment purposes.

Gathers commercial data to gain the complete picture of a piece of commercial property.

Gathers residential data to gain the complete picture of a piece of residential property.

Gathers commercial and/or residential data to gain the complete picture of a piece of rental property.

Leverages geographic information systems (GIS) to gather and visualize property data.

Utilizes property intelligence to better manage assessments, valuations, and risks in portfolios.

Generates market intelligence reports and/or CMAs (comparative market analysis).

Integrates with real estate investment management software to transform data into actionable property intelligence.

Streamlines sources of property data to gain an overview of commercial and/or residential property data.

Tracks and applies sales tax rates and rules

Tracks and applies VAT (value added tax) rates and rules

Tracks and applies GST (goods and services tax) rates and rules

Tracks and applies tax exemptions for the appropriate products, transactions, or accounts

Adjusts sales tax prices for certain products, customers, or occasions where necessary

Applies the appropriate local and federal rules and rates

Integrates with ERP, accounting, or other transaction software

Automates and manages returns and remittance for different jurisdictions

Sends notifications for important tax filing dates

Helps simplify duties and cross-border tariffs, such as estimating import taxes

Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.

Recommends strategies to lower taxes such as tax credits or charitable contributions

Determines exemptions for sales tax or revenue tax for industries such as nonprofit

Determines tax credits and carryforward from prior years to lower the amount of tax owed

Estimates how much tax will be owed at the local, state, or federal level

Calculates tax related data, such as income, COGS, depreciation, and other operating costs

Provides the latest rules and tax rate information for different federal, state, county, and city entities

Provides custom reporting of current and historical information to support tax reporting and filing

Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms

Syncs with company accounts to automatically import transaction data

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation