Are you sorting stacks of paper by hand? Manually validating tax bills? Misplacing documents? Matching every bill to a check? Cringing when you need to pay in installments? Incurring penalties and interest?

Just because the law requires you to pay property taxes doesn’t mean you have to waste valuable time and resources chasing paper. Our customers save on average 78% of the time they spend on property tax compliance tasks enabling them to focus on the important stuff – analysis, tax minimization, or other tax disciplines.

How PTMS Benefits You

  • Pay more bills in less time
  • Increase payment process accuracy
  • Take better advantage of discount opportunities
  • Prevent duplication of payment
  • Minimize taxes paid
  • Apportion tax back to lessees/tenants for reimbursement or divisions for reporting purposes
  • Calculate and update accruals and forecasts quickly and easily
  • Manage appeals more efficiently
  • Reduce manual data entry
  • Optimize your allocation of resources
  • Track all aspects of the property tax workflow
  • Spend less time researching property tax jurisdictions
  • Stay on top of all pending deadlines
  • Simplify audits and save time
  • Generate reports quickly and easily (taxes paid, cash flow, etc.)

PTMS Solution Features

  • Thousands of taxing jurisdictions, forms, tables, rates, assessors, collectors, due dates
  • Secure, centralized database of all your property tax data provides you access from anywhere
  • Copy and Paste functions to move data directly to/from MS Excel
  • OCR technology pulls data from assessment notices and tax bills to eliminate data entry
  • Searchable central repository to store all property tax documents, which are automatically linked to sites, jurisdictions, etc.
  • Cash flow reports save you time and enable you to better manage your finances
  • Assessment thresholds to automatically alert you to overassessments and appeal opportunities
  • Property tax workflow that tracks every step in your property tax process
  • Easy, online payment and approvals process
  • AP interface exports payment requests to any AP system
  • Tax allocation functionality to apportion tax amounts back to lessees, tenants, and divisions
  • Accrual and estimating tools for easy, accurate projections of future tax liability
  • Configurable screens allowing users to optimize interface to reflect their internal processes
  • Status reports, analytics, custom KPIs from anywhere at anytime
  • Appeal management to track all appeal events, results, and costs
  • Property tax app for mobile devices
  • Calendar and email alerts to keep you on top of your deadlines
  • Role-based security provides personnel with access to the data they need, while keeping it safe from all others

Advanced Functionality for PTMS

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

858.547.4100 ext. 65304