Automated Property Tax Calculation and Analytics Platform Development

The client offers property tax calculation and analysis services that are primarily executed manually using spreadsheet tools. As their customer base expands rapidly, these manual processes become increasingly time-consuming and costly, hindering operational efficiency and scalability. The client requires automation to handle increased data volumes, improve speed, and optimize operational costs while maintaining accuracy and compliance.

A mid to large-sized financial services firm specializing in property valuation, tax analysis, and related real estate financial solutions, experiencing rapid growth and increasing data processing demands.

• Develop a comprehensive automation system to replace manual property tax calculations, reducing processing time and operational costs.
• Enable bulk processing of real estate property valuations within any regional jurisdiction to accelerate tax analysis.
• Integrate the system seamlessly with external data sources and existing client platforms to streamline workflows.
• Implement secure, scalable cloud infrastructure utilizing modern managed services to ensure high availability.
• Enhance user experience with intuitive reporting features, including automated PDF report generation and data visualization.
• Accelerate deployment and update cycles through CI/CD pipelines and Agile development practices to ensure continuous improvement.

• Data ingestion module that retrieves property and financial data from external sources and internal platforms.
• Automated calculation engine based on predefined tax rules embedded within dynamic Excel or similar spreadsheet templates.
• Capability to generate detailed property valuation reports in both Excel and PDF formats, with options for batch processing.
• User interface for configuring calculations, monitoring processing status, and viewing results via dashboards.
• Bulk processing feature for simultaneous valuation of extensive real estate portfolios across different jurisdictional regions.
• Secure single sign-on (SSO) integration with existing authentication systems.
• Notification system that alerts users regarding process completion or errors asynchronously.
• Upload/download functionality for supporting documents such as Excel sheets and PDF reports.

• External property data sources for real-time data retrieval
• Existing client platforms or databases for data synchronization
• External geospatial or jurisdictional data providers for regional tax rules
• Authentication systems supporting SSO

• System scalability to process up to millions of messages and calculations concurrently
• High availability with 99.9% uptime SLA
• Data security compliance, including encryption at rest and in transit
• Performance benchmarks such as sub-second query response times and processing of bulk data within acceptable timeframes
• Robust error handling and logging to ensure operational stability
• Automated testing and deployment to enable continuous delivery

The implementation of an automated property tax calculation platform is expected to significantly boost operational efficiency by reducing manual processing time and operational costs. Bulk processing capabilities will accelerate tax analysis, enabling faster client service delivery. The cloud-based, scalable architecture ensures adaptability to business growth and increased data volumes, while improved reporting and user experience will enhance client satisfaction. Overall, the project aims to deliver a measurable reduction in processing costs and turnaround times, with an aim to achieve at least a 50% decrease in manual effort and a corresponding increase in processing speed.