Now live in Florida
Reserve Tax AI
#1 Property Tax Software · #1 Agentic AI TaxTech500 · 2026

Your portfolio is over‑assessed.
We’ll prove it.

70% of U.S. commercial parcels are over-assessed. Most owners never appeal.

Reserve Tax AI scans every parcel, flags every dollar of over-assessment, and orchestrates appeals end-to-end through licensed counsel.
Annual SaaS 15% on wins · vs 25-35% Filed by licensed counsel
Portfolio scan
Cypress Sunbelt Residential
scan complete
121
Parcels scanned
50
In appeal
Current assessment vs AVM target
$2.667B $2.649B −$17.9M
Assessed +0.7% above market across 9 jurisdictions, TX
Projected annual savings
$358,390 / yr
Net $304,632 to you after our 15% fee
Recognized by TaxTech500

Two-time Winner, July 2026

TaxTech500 Winner: Property Tax Software (commercial and residential property tax), July 2026
Property Tax Software
TaxTech500 Winner · 2026
TaxTech500 Winner: Agentic AI Platforms for property tax reductions, July 2026
Agentic AI Platforms
TaxTech500 Winner · 2026
The problem

Property tax is the largest line item no one audits.

For most commercial real estate portfolios, property tax is the #1 operating expense, and the only one nobody underwrites at a parcel level. Every cycle, billions are quietly overpaid. The problem isn’t that owners don’t care. It’s that no tool was ever fast enough or precise enough to find it.

$14B+
Estimated annual over-assessment on U.S. commercial real estate, industry-wide.
#1
Largest controllable operating expense on a typical CRE income statement.
~70%
Of commercial parcels assessed above market at any given cycle.
<5%
Of those over-assessments are ever audited, let alone appealed.
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: $358,390 projected annual savings, net $304,632 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.

Who it’s for

Built for owners of income-producing property.

Multifamily and residential, industrial, retail, office, mixed-use, hospitality. If it generates income and pays property tax, Reserve audits it for over-assessment and pursues tax reductions. Whether you own one building or one thousand, you get the same AI engine and the same licensed counsel.

Multifamily Industrial Retail Office Mixed-use Hospitality Self-storage Medical office
One platform, every profile
  • PE, REITs & institutions: parcel-level underwriting and a defensible audit trail for LPs.
  • Operators, sponsors & family offices: cut the #1 controllable opex line without growing your tax team.
  • Small portfolios & single-property owners: the same AI and counsel, no minimums.
  • Brokers & advisors: quantified tax savings in every pitch and asset review.
See who it’s for
Beyond software

Institutional reports, on demand.

Ten signed deliverables for the moments your portfolio needs documentation: acquisition, development, budgeting, audit, and disposition. AI-accelerated drafting with Reserve Tax Group’s licensed sign-off, delivered in hours.

Example · Most requested
24 hours

Pre-Acquisition Tax Diligence

For buyers underwriting before LOI. We model the reassessment-on-sale, run a 5-year forecast plus comparable analysis, and quantify appeal upside, signed by licensed counsel, back to you before your diligence window closes.

Explore all 10 reports
Live now · Nationwide · Florida live

See your exposure.

Upload your portfolio and Reserve scans every parcel, flags where you’re over-assessed, and files appeals through licensed counsel. Start with a free exposure scan, no commitment.

You’re on the list. We’ll be in touch shortly.
Get started · No commitment

See your exposure

Tell us about your portfolio and we’ll come back with your estimated over-assessment and appeal upside, then a 20-minute portfolio fit conversation.

  • Free exposure scan across every parcel you own
  • Over-assessment and appeal upside quantified up front
  • Appeals filed by Reserve Tax Group, licensed counsel
  • Annual SaaS + 15% on wins, no retainers, no card to start
Free to start. No card required. Every account begins with a 20-minute portfolio fit conversation.

Were you referred by an agent, broker, or existing customer? Enter their code so they get credit.

Free to start. We’ll follow up with your exposure estimate and an invitation to a 20-minute portfolio fit conversation.

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