Reserve Tax AI
The platform · Reserve Intelligence

AI property tax software that finds the over-assessment and files the appeal.

Upload a portfolio. The AVM models every parcel against market value, flags over-assessed properties with a confidence score, projects the tax savings, and hands the appeal to licensed counsel. Every number comes straight from the county tax authority.

Commercial · Multifamily · Industrial · Retail All 50 states Filed by licensed counsel
How it works

Four steps. One outcome.

From spreadsheet to settlement in under 7 minutes of your time. Reserve handles the rest, end to end.

Step 01 · ~5 min

Upload

As easy as dropping in an Excel spreadsheet, plus any supporting documents you want to include (rent rolls, PDF assessments, county exports). Nationwide service in all 50 states.

Step 02 · ~1 min

Scan

Reserve Intelligence models every parcel against live market comps. Each gets a confidence score and an over-assessment estimate.

Step 03 · 1 click

File

You approve the slate; RTG counsel drafts, signs, and files the appeal in jurisdiction. You stay in the loop with full audit trail.

Step 04 · result

Settle

Status flows back the moment the ARB rules. You see the savings. We invoice only on the reduction we won.

The platform

Real product. Real data.
Real workflow.

Reserve Intelligence is the operating system underneath your tax appeals. AI scans every parcel, finds every dollar of over-assessment, and orchestrates filings end-to-end through licensed counsel.

Watch the dashboard walkthrough
01 Scan & quantify

Every parcel modeled. Net savings, after our fee, on day one.

The AVM runs your entire portfolio in minutes. Projected annual savings, gross opportunity, our 15% contingency, and your net, all calculated automatically. The math is visible before you authorize a single appeal.

Live projected savings · net of our 15% fee
Confidence-tiered: High / Medium / Low signal per parcel
Industry standard is 25-35%. You save the spread.
Dashboard: $987,122 projected annual savings, net $839,054 after 15% fee, 50 of 121 parcels in appeal, $17.9M portfolio over-assessment
AI-flagged parcels table: each parcel with over-assessment percentage, AVM confidence score, projected savings, and appeal status
02 AI-flagged opportunities

The AI does the work. You authorize.

Every over-assessed parcel surfaced with the over-assessment percentage, model confidence (0-1), and projected dollar savings. Sort by opportunity, filter by jurisdiction, and authorize appeals one at a time or in bulk. No more chasing parcels in spreadsheets.

Per-parcel over-assessment % surfaced explicitly
AVM confidence (0.85-0.95 range on flagged parcels)
One-click authorize. We file, you watch the receipts roll in
03 Executive exposure view

Board-ready exposure, at a glance.

The view your CFO, IC, and LPs all want from the same screen. Current assessment vs target market value, total over-assessment gap, appeal pipeline by status, and success probability ranked by confidence x over-assessment rate. Exportable as a signed audit report.

Current assessed vs target market · reduction gap quantified
Appeal pipeline by status: drafted, filed, reviewing, settled
Appeal success probability donut · bulk-draft high-prob appeals
Portfolio tax exposure summary with current vs target assessment, appeal pipeline by status, and success probability donut
Operational depth

Every layer of the workflow, in one system.

See the features in action
Analytics & Insights 04

The numbers behind the portfolio.

Historical win rate, projected savings, tax savings by year, and savings by asset class, on one screen. Comps, insights, and benchmark tabs sit side by side, with the top opportunities pinned above them and click-to-expand rationale on each.

Analytics and insights: top opportunities with click-to-expand rationale, historical win rate, projected savings, tax savings by year, and savings by asset class
Appeal Pipeline 05

Every appeal, drafted to settled.

A live board of every active filing across your portfolio, organized by status. RTG counsel drafts, files, and represents. Statuses flow back automatically with confidence and projected savings on every card.

Appeal pipeline kanban view
Documents & Signatures ★ Customer favorite06

Every filing. Every signature. One audit trail.

The workspace owners tell us saves them the most time, one central record for the whole portfolio. Evidence packages drafted by Reserve Intelligence, Notices of Protest filed by RTG counsel, and county assessment notices, all tagged, timestamped, e-signed, searchable, and exportable. No more missed emails, no more missed deadlines, and none of the hourly consulting fees traditional firms charge just to pull a document.

Documents and signatures workspace with evidence packages, notices of protest, and tax assessment notices
Messages 07

Direct line to counsel. Per parcel.

Every appeal has its own thread. Ask questions, approve filings, see the receipt the second it lands at the county. No more phone tag, no more email chains.

Messages dashboard with counsel
Plus much more.
These are the features available today. We're shipping more every cycle: Comps Analysis, Scenario Modeler, Appeal Risk Map, E-File Center, Workflow Tracker, Track Record, Industry Benchmark, Parcel Map, and more. Feature access varies by subscription tier, so different plans unlock different tools. See pricing.
Data direct from tax authorities

Straight from the source.
No paper, no OCR, no stale rolls.

Every value Reserve acts on comes from the taxing authority itself, assessed values and tax rolls read directly from county assessors, appeal windows tracked against each jurisdiction's official calendar, and comparable sales pulled from the public record. We refresh as rolls certify and notices mail, so your exposure is current, not a snapshot from last year's mailed statement.

It is the difference between an estimate and evidence. When Reserve Tax Group argues your appeal, the numbers come from the same records the assessor used, which is exactly why they hold up.

Assessed values

Read directly from county assessor rolls, parcel by parcel.

Appeal windows

Tracked against each jurisdiction's official filing calendar.

Tax rolls

Certified rolls and rates, refreshed as jurisdictions publish.

Comparable sales

Pulled from the public record to model true market value.

Get started · No commitment

See your exposure.

Free exposure scan across every parcel you own. Over-assessment and appeal upside quantified up front. Annual SaaS + 15% on wins, no retainers.