Advanced Tools for PTMS

Better document management

Document creates a central repository and links documents to their corresponding data records for intuitive archiving.

Property tax process management

Capture uses Optical Character Recognition (OCR) technology to read tax data from scanned tax bills and assessment notices and uploads the data to PTMS.

Better portfolio visibility

Insight syncs with PTMS to give tax professionals the metrics and access they need to successfully manage their property taxes.

Complex calculations in Excel

Discover all the ways PTMS can sync with your existing Excel reports and calculations, without the need to import and export data.

Recover more tax in less time

Assists leasing companies with calculating property tax estimates to bill-back clients at lease termination or lease inception.

How does this help my business?

PTMS has been a huge time-saver for us, from filing returns, the assessments, tax bills — really the whole process from beginning to end. We can prepare two or three hundred returns for a state  in four to five hours, and get them out the door same-day if needed. If you did that by hand, you’d need several people on hand to be able to handle that volume!

Bobby Barnes, VP of Compliance Operations DuCharme, McMillen & Associates

PTMS resources