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iDatix

Document Management Software and Workflow Automation

(727) 441-8228 | Partner Portal

Municipal Property Appraisals and Assessments

iSynergy for Municipal Property Appraisers and Assessment Municipal property appraisal is challenging; coordination between disparate departments is burdensome, finding and retrieving necessary information is time consuming and administrative inefficiencies make it difficult to process requests quickly and accurately. By integrating iSynergy document management and workflow software with their existing property management systems, municipal property appraisers are empowered with instant access to critical information, the automatic routing of documents between departments and personnel, and the elimination of missing paperwork.

Municipal Property Appraisal

Taxable Personal Property

Essentials:

  • Allow submissions electronically with iForms
  • Users submit supporting documentation directly with the electronic form
  • Automatic identification of missing documentation
  • Integration with CAMA system to alert processors of new requests submitted via OCPA public web portal
  • Automatically route and prioritize work by exemption claim amount and property type

Rewards:

  • Eliminate manual data entry
  • Automatically receive forms and supporting documentation electronically for fast and accurate processing
  • Route information to tax collector’s department automatically upon approval
  • Reduce unnecessary extensions and avoid penalties
  • Share notes and information on a common platform to improve internal communication

Land Records

Essentials:

  • Automatically match certifications, plats, deeds and CAD drawings via Parcel ID
  • Set timed notifications to alert staff of needed follow up when waiting for external documentation
  • Link information and data from multiple systems and departments
  • Instant access to tax records, lien information and any other required data from anywhere, anytime
  • Search by Parcel ID, Ownership, Address, Tax roll year, Plat Book Page and any other criteria meaningful to the process

Rewards:

  • Make quicker and better informed decisions
  • Automatic notification when required documents have been submitted or tasks have been completed
  • Eliminate the time consuming search and retrieval of information in filing cabinets
  • Cleanly manage your split process by prioritizing and routing work based on Split type (Deeds, Annexations, Merges, Right of way….etc)

Mapping

Essentials:

  • Apply revision control to all information in the system
  • Gain instant access to all required information

Rewards:

  • Eliminate the duplication of paperwork
  • Reduce the chance of missing information

Homestead Exemption

Essentials:

  • Bind deeds, CAD drawing and all related information into a single case folder by Parcel ID
  • Link information and data from multiple systems and departments
  • Instant access to tax records, lien information and any other required data from anywhere, anytime
  • Automatically trigger work when a new exemption is filed online

Rewards:

  • Make quicker and better informed decisions
  • Automatic notification when required documents have been submitted or tasks have been completed
  • Eliminate the time consuming search and retrieval of information in filing cabinets
  • Improve your research capabilities by linking historical data and documents to current requests
  • Reduce the number of footsteps in discovery of where work is in the process

We Integrate With…

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  • Education
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  • Government
  • Healthcare
  • Insurance
  • Legal
  • Manufacturing
  • Media & Film Production
  • Mortgage
  • Nonprofit
  • PEO & HRO

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