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Tax Office Management Case Study

See how we’ve helped Tax Office in Collecting and Distributing the Tax amount effectively !

Streamlining Property Tax Management for a US State's Tax Office

Our client, a property tax collection office for a US state, utilizes a robust tax office management system to ensure the efficient collection, management, and distribution of property tax across eight parishes. This system empowers residents to submit their property tax payments through a secure web application, while simultaneously streamlining tax office personnel’s workflows for managing collection and distribution activities within a single, centralized platform.

tax office management
tax office management

Industry

Finance, Tax Management, B2G

Project duration

2020 – Present

Team Members

  • 1 Business Analyst
  • 1 Project Manager
  • 1 UI/UX designer
  • 2 FrontEnd Developer
  • 2 Backend Developers
  • 1 Quality Assurance Engineer
  • 1 DevOps Engineer

Technologies

Python, React, AWS, Paystar, NMI

Service Used

End-to-End Product Development

Their Need

Property tax collection is a complicated system in the US. This is because tax laws differ not only between states but even among local jurisdictions within the same state. These inconsistencies and many other variables make it hard for taxpayers and state tax offices to employ consistent and scalable processes, particularly during peak tax season. Our client faced similar challenges during tax collection for multiple parishes in their state. The existing system used outdated techniques, including manually inputting information into Microsoft Excel and other obsolete management systems. Furthermore, it was not user-friendly, offered a poor user experience, and was packed with security concerns. The client demanded a modern, secure, efficient, and user-friendly management system for property taxes to facilitate the customers (taxpayers) so they would be able to pay taxes from the convenience of their homes.

Our Solution

Considering both users’ needs, we developed a tax collection portal for property tax filing and management, offering a consolidated web application. The property tax office management system comprises several modules that are built to streamline tax collection and management processes. These modules include:

Batch Management

Streamlined processing of tax payments in batches, improving the efficiency and accuracy of the tax management office team.

Payment Collections

Added convenient payment options for taxpayers, including cash, credit card, cheque and electronic cheque (ACH).

Refund Processing

Enabled automated handling of refund requests, ensuring timely and accurate reimbursements.

Transaction Reversals

This allows the fast reversal of incorrect transactions, reducing administrative efforts and improving accuracy.

Redemption Payments

Enabled efficient processing of redemption payments for property taxes.

Closing Month & Distributions

Streamlined end-of-month processes, including accurate distribution of tax amounts to relevant authorities.

Tax Sale Management

Comprehensive management of tax sales, ensuring compliance and transparency.

Change Order Processing & Report

Flexibility to handle changes in property ownership and the generation of detailed reports for tracking and analysis.

Each testing phase aimed to validate functionality, stability, user experience, and application responsiveness.

Amove, Datics Solution
tax office management

Results

Through our complete product development services, we successfully built and delivered a cutting-edge Tax Office Management system that transformed the tax collection and management processes for our client. 

The automated features and streamlined processes significantly reduced manual efforts, enabling the tax collection office to handle tax payments, refunds, and fund tracking more efficiently.

The intuitive interface and convenient payment options improved the overall experience for taxpayers and administrators, making it easier to file, collect and distribute taxes.

The robust security measures implemented within the system ensured the protection and privacy of sensitive taxpayer information, addressing the client’s data security concerns.

Due to the wide success of the property tax office management system, the solution was scaled and is now under use in eight parishes.

Quantitative Impact

$130M

Tax Collected

400,000

Parcels Processed

40

Number of Parishes

What Our Clients Say

Datics AI stands out for their punctuality and seamless communication. Their exceptional customer service and work quality made the process efficient and smooth.

5/5

Ben McGuire

CEO Motor Events Racing

Datics has been an invaluable partner in custom software development, delivering high-quality solutions swiftly. Their services come highly recommended.

5/5

Richard DeLancey

CIO Coast Technology

Partnering with Datics AI transformed our projects. Their innovative solutions consistently exceeded our expectations, always delivering a step ahead

5/5

Morran Biton

CEO Ideeza

What Sets Us Apart

The Tax Office Management system developed by Datics AI empowered our client, a US state’s tax collection office, with a comprehensive and efficient solution for their tax collection and management needs. We used agile methodology and a cross-functional collaboration model to deliver exceptional results.

Our approach was to thoroughly analyze the client’s requirements and pain points and then develop a detailed roadmap aligned with their needs, ensuring all essential functionalities were included. We focused on creating an intuitive and user-friendly interface for the web application. Our idea was to prioritize visual appeal and ease of use, enhancing the overall user experience for taxpayers and administrators.

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