Modernising the taxation lifecycle

  • Assessment imports validate against consistent rules - exceptions surface before the run
    Pre-validated data
  • Levy configuration runs inside the system - calculated, reviewed, and signed off in workflow
    Controlled levy
  • Notices generated, sent, and tracked within the workflow - delivery and response logged
    Full audit trail
  • Arrears, penalties, and collection status visible on demand from one source
    Single arrears view
  • Residents access account history, balance, and payment status through the citizen portal
    Self-service access

Property tax lifecycle areas we implement

Assessment & ImportsProperty & Owner InformationLevy ConfigurationTax Rates & CalculationsTax Notice GenerationNotice Delivery & TrackingPenalty CalculationArrears ManagementPayment TrackingCollections & Write-offsYear-End Tax ReportingOnline Tax PortalAssessment Authority Integration (MPAC · BC Assessment · SAMA)
Canadian Municipal Context

Property tax accuracy in Canada depends on assessment data received from provincial authorities - MPAC in Ontario, BC Assessment in British Columbia, SAMA in Saskatchewan. We account for these upstream data sources in workflow design - they are scoped as integration requirements, not afterthoughts.

Canadian Municipal Context

Tax levy runs in Canadian municipalities often have hard calendar deadlines tied to provincial legislation. Go-live dates and implementation timelines must account for these windows. We build levy blackout periods into the project plan from day one.

Operational shifts in taxation

Levy reliability
Assessment imports validate before the run. Errors surface early, not after notices are sent.
Arrears visibility
Finance, collections, and operations see consistent data without manual extraction.
Audit trail
Notice delivery, payment receipt, and exception handling are logged by the system.
Resident access
Account history, balance, and payment status accessible through the portal.

Implementation targets

Outcomes depend on scope and operating context.

20–40%
Lower manual handling in levy preparation and exception workflows
Scope: Taxation Department
30–60%
Faster turnaround on arrears enquiries and resident requests
Scope: Finance & Service
Stronger audit trail
Notice delivery, payments, and exceptions tracked by the system
Scope: Compliance
Canadian Municipal Expertise|
ERP Implementation Capability|
PSAB-Aware Delivery|
Canadian Data Residency
Utility Billing · Property Tax · Permitting · Licensing · Asset Management · Work Orders