Property Case Manager (PCM)
Used by: Property Tax Adjusters, Ltd.
Purpose: Case management for tax reduction professionals.

Property Tax Adjusters is one of the leading residential property tax-reduction firms in the Long Island area. Their success stems from their hard work and 100% dedication to their clients. The firm was searching for a way to automate much of their day to day operations, which would allow them to better serve their clients, take on more clients without adding additional staff, and be better prepared for their tax-reduction hearings.

In addition to being a contact manager, PCM interfaces with real estate public records to download as much available information as possible, including a property’s assessed value, room count, square footage, lot size, school district, legal id, etc. In the past, gathering information necessitated the use of outside property data resources and often a trip to the Assessor’s office. PCM not only collects information, it also calculates a property’s assessed market value—critical in determining if a property is over-assessed.

PCM also creates a vast array of documents including retainer letters, grievance applications, appeal forms, and award letters which can be printed individually or en masse. Request information on PCM.

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