SOLUTIONS BY TEAM · ESCROW TAX SEASON READINESS

Walk into tax season already prepared.

★★★★★

Sound Familiar?

Why tax season turns into a crunch.

If escrow season means overtime every year, this is usually why.

Tax amounts arrive late and all at once

When numbers don’t show up until year-end, escrow disbursement gets compressed into a few overloaded weeks instead of a steady workflow.

Spreadsheet trackers under pressure

The files holding tax statuses and due dates get the most use exactly when they’re most likely to break or fall out of date.

Chasing amounts one county at a time

County websites, phone calls, and vendor portals — repeated for every jurisdiction in your portfolio, right when the team has the least time.

Due dates that slip between billing cycles

Semi-annual and installment schedules are easy to miss when nobody is tracking them per jurisdiction.

Re-keying verified numbers into the core

Amounts get confirmed in one system and typed into another — every manual entry a chance for the kind of error examiners notice.

No clear view of how ready you actually are

Without one place to see what’s collected, verified, and outstanding, “are we ready?” is a guess instead of a number.

Sound Familiar?

The scramble becomes a workflow.

Not new software for the same broken process — the day-to-day itself changes in three ways.

The work starts when amounts post — not at year-end. Data is collected and verified continuously through the cycle, so December stops being a cliff.

Verified amounts are organized by jurisdiction and schedule, so your team reviews what’s due earlier and starts escrow work ahead of the deadline.

Every action leaves a trail. Reviews, approvals, and payments are recorded as they happen, so audit prep is already done before anyone asks.

At this time last year we were in panic mode with no info at all. This year, so many amounts are already coming in .

Loan Operations Supervisor Bank Customer

The Customer Voices

Here’s what customers are saying.

“Last year it took four people and days of manual work to get through tax season. With Inveritax, we expect to cut that in half.”

Erica Dornfeld

VP Operations — BANK OF KAUKAUNA

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Onboarding

Up and running in 30 days.

1
Discovery
Map your current process and identify what your team needs.
2
Welcome File
We configure your setup and prepare your portfolio data for onboarding.
3
Validate & Review
We clean up, validate and confirm your data so everything is ready to go.
4
Go Live
Your team is trained, your portfolio is loaded and you’re ready to process.

RESOURCES WORTH READING

Stephanie Joins The Team!
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Case Study
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A Practical Guide to Property Tax Timing & Risk Mitigation
Guide
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Free Download State of Tax Servicing in 2026 Download the Report →

Backed By Deep Experience

Alex Kowalski
Co-Founder & CEO
Ex-CEO, Info-Pro · 20+ years in finance
Kris Pelot
Chief Operating Officer
Ex-President, Info-Pro · 25+ years in real estate tax
Mike Braun
Chief Product Officer
Ex-SVP Product, Info-Pro · 15 years in tax servicing