Catalis

Assessment E-file from Catalis

Catalis Assessment E-file is a secure, cloud-based, CAMA-agnostic platform that modernizes Tangible Personal Property tax filings by automating workflows, integrating seamlessly with existing systems, retaining historical data for accuracy, and providing tools for reconciliation, filer management, and extension tracking to streamline processes, reduce manual work, and enhance communication between taxpayers and county assessors.

Streamlined Electronic Filing for Personal Property

Modern Tools for Efficient, Compliant Tax Submissions

Manual processes, paper-based returns, and fragmented systems create challenges for both taxpayers and administrators. Catalis Assessment E-file is a secure, cloud-based platform purpose-built to modernize how counties manage Tangible Personal Property (TPP) filings. Designed for flexibility and scale, this CAMA‑agnostic solution eliminates paperwork, automates depreciation, and retains historical data to streamline and improve filing accuracy. Its intuitive design enhances communication between filers and reviewers, while built-in efficiencies reduce printing, mailing, and manual follow-up, delivering measurable ROI and greater transparency.

Automated Workflows

  • Eliminate manual processes and paperwork with guided digital filing.
  • Built-in automation ensures accurate depreciation, pre-populated asset data, and efficient submission—all designed to reduce workload for filers and assessors alike.

CAMA-Agnostic Integration

  • Seamlessly integrate with any CAMA system or use independently.
  • Assessment E-file offers unmatched flexibility for counties, without requiring costly customization or changes to existing infrastructure.

Year-Over-Year Data Retention

  • Save time and reduce filing errors by carrying forward prior-year data.
  • Filers only update changes, making reviews faster, the experience smoother, and property records more consistent over time.

Reconciliation & Adjustment Tools

  • Easily apply penalties, exemptions, and corrections with precision.
  • Administrative tools empower assessors to manage reconciliation without relying on spreadsheets or third-party systems.

Filer & Extension Management

  • Keep taxpayer records accurate and manage filings with ease.
  • Counties can track, review, and approve extension requests in one system, eliminating manual logging and back-and-forth emails.

Accessible, Cloud-Based Design

  • Enable remote work and easy access for all users.
  • The responsive, SaaS-native platform supports any device or browser, offering secure, mobile-friendly tools that improve usability and adoption.

Features Built for a Modern Government

Streamlined, Flexible, and Built for Scale

  • SaaS Native & Fully Flexible: Access the platform anytime, anywhere—without the need for on-premises infrastructure.
  • CAMA-Integrated or Standalone: Seamlessly connect to AP5 or any CAMA system or run independently as needed.
  • Locked-In Depreciation: Track rolling assets with precision while automatically locking prior-year values.
  • Filer Management & Help Desk: Admin tools and dedicated support ensure smooth communication and a better user experience.

User-Centric Design Meets Administrative Control

  • Hand Key or Upload: Filers can manually enter data or bulk upload using Excel/CSV templates.
  • Responsive Cloud Application: Mobile-friendly, browser-based access makes filing and review easier for all users.
  • Statutory Compliance Updates: Stay aligned with changing regulations through built-in annual updates.
  • Configurable Experience: Tailor workflows and communication to your jurisdiction’s needs—no one-size-fits-all limits.

Fast Reviews, Accurate Data, and Consistent Results

  • Automated Depreciation: Built‑in workflows ensure accurate calculations and efficient submission.
  • Prior-Year Data Retention: Save time and reduce filing errors with data that carries forward each year.
  • Pre-Populated Asset Data: Simplifies entry for filers and increases consistency for assessors.
  • CAMA System Integration: Eliminates manual re-entry by pushing data directly into valuation tools.

Smart Oversight with Modern Efficiency

  • Extension Request Management: Track, review, and approve extension requests in one system.
  • Reconciliation Tools: Apply penalties, exemptions, and corrections without relying on spreadsheets.
  • Compliance Dashboards: Monitor filing activity and patterns in real time.
  • Configurable Workflows: Tailor administrative processes to your jurisdiction’s unique needs.

Modernizing Personal Property Filing

Catalis Assessment E-file empowers jurisdictions to handle personal property filings with greater accuracy, efficiency, and transparency. By automating key workflows, enabling historical data retention, and supporting statewide compliance, this secure, cloud-based platform simplifies the filing experience for both taxpayers and staff. With Catalis, your team is equipped to meet the growing demands of digital government while reducing risk, saving time, and improving service delivery.