Tax resolution leads your firm owns instead of rents
Shared lead vendors sell the same tax resolution leads to several firms. We build your own system that finds prospects from records you can use, sends solicitations, captures replies and follows up until they sign.
Engineering for tax resolution lead generation
We built a data-driven solicitation and workflow platform for BA Property Tax, a Texas property tax consultancy, and now build the same kind of system for tax resolution and tax consulting firms.
- Prospect lists built from public records you're allowed to use
- Solicitation letter and mail-merge generation with tracking codes
- Lead intake forms, call tracking and follow-up reminders
- Lead scoring so your team calls the best prospects first
- Document collection portal with e-signature
- CRM, QuickBooks and IRS transcript workflow integrations
What teams get
Less manual list work
Data cleanup, matching and letter prep run automatically instead of in spreadsheets.
Faster follow-up
Every response is captured, assigned and reminded so no prospect goes cold.
One view of every case
Status, documents and deadlines live in one place your whole team can see.
Where we plug in
- → Tax consultant solicitation system
- → Tax relief lead intake and qualification
- → Property tax protest workflow
- → Client document portal
- → Case status dashboard
- → Mailer response tracking
Frequently asked questions
- Is it better to buy tax resolution leads or build my own lead system?
- Bought leads are usually shared with other firms and stop the day you stop paying. A system you own keeps producing prospects from your own lists and mailers, and every response stays in your CRM. Many firms run both while their own system ramps up.
- Can a small tax resolution firm without developers work with NextGen?
- Yes. Most tax resolution and tax relief firms we talk to have no in-house developers. We scope the first version around one bottleneck — usually finding prospects or following up — and our U.S.-based engineers build, launch and support it.
- What did NextGen build for BA Property Tax?
- BA Property Tax, a Dallas-based property tax consultancy, uses a NextGen-built platform to process large ownership and valuation datasets and run its tax consulting workflow across Texas counties. The full write-up is in our BA Property Tax case studies.
- What is a tax consultant solicitation system?
- It's software that turns records into a clean prospect list, produces personalized solicitation letters or emails, tracks who responds, and moves responders into your case pipeline. Your firm stays responsible for following solicitation rules in your state and for IRS practitioner rules.
- How long does a first version take?
- Timing depends on your data and integrations; we give a written estimate after a short discovery call. Most firms start with a focused first release and add features as it proves itself.
- How much does tax resolution software cost?
- Focused starter projects for small firms typically run $5,000–$25,000, and many start in the $5,000–$10,000 range with one workflow such as solicitation letters or lead intake. You get a fixed written quote after the discovery call.
- Who owns the code and data?
- You do. Work is assigned to you as work-for-hire, and the system runs on accounts you control.
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