Two plans to fit real estate teams with different needs, plus property tax integrations and add-ons to fit your business
Payment approval workflows
Configurable standard reports
Calendar and notifications
itamlink data modules
Add as many users as needed to your itamlink license at no extra cost.
Create and save unlimited dashboards with configurable access permissions. Select and configure dashboard widgets to display data on taxes and assessments, upcoming deadlines, portfolios statistics, and more.
Includes access to all available modules, including Property, Parcel, Tax, Assessment, Appeal, Savings, Forecast/Budgets, Accruals, etc.
Track critical and/or upcoming dates, such as payment and appeal deadlines, in a color-coded calendar. Subscribe to email and in-app notifications for specific events.
Built-in, configurable reports to generate insights on assessments, appeals, tax forecasts, savings, accruals, user activity and administration, and more.
Self-serve customer service library with comprehensive and easy-to-use guides on itamlink features, tools, and modules.
Upload and access electronic documents and image files in a digital document repository. Link documents to specific properties, parcels and/or modules within itamlink as needed.
Administrators can create workflow-based approval hierarchies to match internal approval processes.
Training and Support
Customized implementation plan and hands-on training
Live customer support (business hours)
Dedicated Customer Success Specialist
itamlink Data Manager
Bulk data rollover/copy
Bulk data export (CSV, Excel)
Copy data from one tax year to another for a given module.
Export data from a Data Manager module (CSV, XLS) or from a Report (CSV, XLS, PDF) right to your desktop.
Send data from itamlink to other systems in an automated, real-time fashion.
Create multiple records in bulk across itamlink modules using the Data Manager.
Make batch changes to existing records directly or copy-paste from an offline data source (e.g. Excel).
Access to SOC1 and SOC2 Audit Reports
Single Sign On (SSO)
Multi-Factor Authentication (MFA)
User Admin API
Administrators can create and assign user roles rather than configuring user access individually.
Administrators and IT can manage users, view and download user lists, and deactivate accounts without logging into itamlink.
Electronic activity log that allows administrators to track user activity, such as new record creation and updates.
Administrators can protect critical fields by giving only certain roles or users permission to view or edit.