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 agentic AI underneath your property taxes, built around AI from day one rather than bolted onto a consulting workflow. Levy, our AI agent, scans every parcel, finds every dollar of over-assessment and prepares every filing, and licensed counsel files end-to-end. Watch Levy work.

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 18% contingency, and your net, all calculated automatically. The math is visible before you authorize a single appeal.

▸ Live projected savings · net of our 18% fee
▸ Confidence-tiered: High / Medium / Low signal per parcel
▸ Industry standard is 25-35%. You save the spread.
Reserve Intelligence dashboard for a 121-property portfolio: $987,122 projected annual savings, $809,440 net after the 18% fee, $17.9M over-assessment found, savings by state, the appeal pipeline and a one-click Authorize 55 appeals button
Top flagged opportunities: each property with its over-assessment percentage, AVM confidence score, projected savings and a Ready to authorize status, with one engagement letter and LOA per parcel through DocuSign
02 AI-flagged opportunities

The AI does the work. You authorize.

Every over-assessed parcel surfaced with the over-assessment percentage, a color-coded AVM confidence score, 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 score (0-100), color-tiered from strong to review
▸ One-click authorize. We file, you watch the receipts roll in
03 Every flag, explained

See why it’s flagged. Then authorize.

Open any property to see what you are taxed on, the value we recommend, and how far apart they are. Comparable sales, an income approach and an AI market model each back the number, and the evidence package is built before you sign.

▸ Opportunity score from three independent valuation methods
▸ Assessed value vs recommended target, in dollars
▸ County deadline and one-click authorization on the same screen
Property detail for 17933 Wurzbach Pkwy in Bexar County: opportunity score 91, taxed on $16.7M versus a recommended $14.2M target, 14.8% over-assessed, $49,432 estimated annual savings and a May 15, 2027 filing deadline
Reserve Advisor messages: topics for the portfolio, Texas filings and tax bills, with open items alongside including the next deadline, amount owed on tax bills and shared files
04 Reserve Advisor · Agentic AI

Ask about any property. Get an answer now.

Reserve Advisor answers instantly from your own portfolio: deadlines, tax bills, hearings and where every appeal stands. Reserve Tax Group reviews each thread within a few hours, so a person is always behind the answer.

▸ Instant answers grounded in your portfolio data
▸ Threads by topic: filings, tax bills, hearings
▸ Reviewed by Reserve Tax Group within hours
Operational depth

Every layer of the workflow, in one system.

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 board: projected savings net of the 18% fee, locations in pipeline, average AVM confidence, and every appeal by stage from drafted to settled
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: evidence packages drafted by Reserve Intelligence, with type, tax year, status and upload date, plus bulk and OCR upload
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.
Why the model wins

Machine learning trained on real reductions.

Most property tax software runs on static formulas. Reserve Intelligence runs on outcomes. The AVM is trained on successful commercial property tax appeals: the winning comparables, evidence packages, and arguments that secured reductions from real county assessors. Every appeal Reserve Tax Group wins is fed back into the engine, so the platform compounds its accuracy and keeps learning exactly what each jurisdiction responds to.

Learns from every win

Won assessment appeals, settled reductions, and the comparables behind them retrain the automated valuation model continuously, sharpening over-assessment detection across multifamily, industrial, retail, and office portfolios.

Knows the assessors

Jurisdiction by jurisdiction, the model captures what evidence moves each county assessor and appraisal district, so every property tax appeal is built around arguments that actually work.

Compounds over time

The more parcels Reserve appeals and wins, the higher the modeled confidence and the property tax reduction success rate climb, an advantage that grows with every filing.

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

Scan your portfolio.

Free exposure scan across every parcel you own. Over-assessment and appeal upside quantified up front. Annual SaaS + 18% on wins, no retainers.