ADVAL
ADVAL
STRATEGIC TAX LEADERSHIP

Where technology meets tax strategy.

Property tax is no longer a back-office function. ADVAL equips tax leaders to drive transformative strategy β€” leveraging generative AI to optimize outcomes across complex portfolios and deliver defensible recommendations to the C-suite.

Texas Baseline

The Property Tax Cycle β€” End to End

Every property tax obligation follows a predictable cycle. ADVAL manages the entire lifecycle in one system of record β€” from valuation and rendition through appeals, litigation, payment, and compliance. Click any stage to see how ADVAL handles it.

JanFebMarAprMayJunJulAugSepOctNovDecValuationBPP FilingAppealsInformalLitigationPaymentsComplianceFormalβ–² nowTAX CYCLE2026AUGπŸ“ you are hereTexas
πŸ“ You are here β€” August 2026

Formal / ARB Hearings

Formal ARB/BOE hearings. File evidence packets, attend hearings, receive decisions.

JulAugSep

How it works

1

Evidence Exchange

Both sides exchange evidence packets at least 14 days before hearing (varies by state). Late evidence may be excluded.

2

ARB Panel Hearing

Independent Appraisal Review Board panel hears testimony from both the appraiser and the taxpayer (or agent).

3

ARB Determination

Panel deliberates and issues a written Order Determining Protest. Value is set, lowered, or upheld.

4

Post-Hearing Options

Taxpayer may accept the ARB order, pursue binding arbitration, or file a district court appeal within the statutory deadline.

5

Taxpayer Action

Prepare a formal slide deck or evidence packet. Know the board rules. Present confidently and concisely under time limits.

Wheel shows the Texas property tax calendar as a baseline example. ADVAL adapts deadlines and workflows to every jurisdiction in your portfolio.

Defensible Valuations

Defensible Valuations

Multi-approach valuation (Income, Cost, Sales Comparison, DCF) with AI-generated analysis and overassessment risk scoringβ€”court-ready evidence.

Systematic Compliance

Systematic Compliance

Automated BPP renditions, Freeport and pollution control exemption strategy, and abatement planning. Reduce filing errors and audit risk across your entire portfolio.

Portfolio Optimization

Portfolio Optimization

Unified system for managing tax burden across thousands of assets. Quantify savings by jurisdiction and track ROI on every optimization initiative.

Proactive Property Tax Strategy

Get the Value and Rate Right. Everything Else Follows.

ADVAL leads with incentive planning β€” so you arrive at the assessment notice already armed with a tax strategy, not scrambling to react. The priority is simple: get the value and the rate right, early. Less friction between notice and payment means lower management costs across the entire portfolio β€” carry every property from proactive abatement negotiation through final payment and rollover.

✦ Step 1 · Plan

Incentives & Abatement Planning

Before the assessment even arrives, ADVAL identifies eligible incentive programs β€” Ch. 312/313, TIF, enterprise zones β€” and drafts abatement proposals with economic impact modeling to establish your baseline tax strategy.

Ch. 312 / 313 / 380 proposals with compliance metric tracking across the agreement term β€” proactively, not reactively.

✦ Step 2 · Ingest

Assessment Notice

When the jurisdiction mails its notice, ADVAL auto-ingests the assessed value and instantly scores overassessment risk against market data β€” so you know exactly where to act.

Bulk-import hundreds of properties and flag every likely overassessment in one pass.

✦ Step 3 · Value

Valuation & Analysis

Run all four approaches β€” Income, Cost, Sales Comparison, and DCF β€” to determine true fair market value and quantify the gap from assessed value, informed by your incentive baseline.

AI-generated proforma with overassessment risk scores and reconciled value anchor for negotiation.

✦ Step 4 · Challenge

Appeal & Protest

If the jurisdiction won't concede, ADVAL auto-generates protest grounds, comparable analysis, hearing scripts, and ARB-ready evidence packages.

Download court-ready evidence reports and protest email drafts in seconds.

✦ Step 5 · File

Rendition & Compliance

File BPP renditions, apply Freeport and manufacturing exemptions, and run the AI scrubber to flag misclassified or overvalued assets before filing.

Kanban workflow moves accounts from Draft to Filed β€” only scrubbed assets enter the mass rendition generator.

✦ Step 6 · Close

Payment & Forecast

The cycle closes here. Reconcile tax bills, project multi-year liability with escalation and abatement schedules, then roll the property forward to next year.

Year-by-year forecast with scenario comparison β€” export to PDF or Excel for finance teams.

How It Works

A guided walkthrough of ADVAL

Follow the complete property tax cycle β€” from assessment notice through valuation, appeal, abatement, compliance, and final payment.

1
Incentives & Planning

Establish Your Baseline Tax Strategy

The proactive cycle starts before the assessment notice arrives. ADVAL identifies eligible incentive programs β€” Ch. 312/313, TIF, enterprise zones β€” and drafts abatement proposals with economic impact modeling, establishing your baseline tax position.

Steps to follow

1

Open a property β†’ Abatement tab

2

Enter project type, investment amount, and job creation

3

Click Generate β†’ review the incentive proposal PDF

Pro Tip

ADVAL cross-references the appraisal district database to pre-fill available incentive programs for that county β€” so you negotiate from a position of knowledge, not guesswork.

Establish Your Baseline Tax Strategy
Interactive walkthrough
Step 1 of 6

Enterprise Property Tax

Property tax is your largest controllable cost.
Treat every assessment as negotiable.

ADVAL gives your tax team institutional-grade valuation and strategy tools β€” with zero contingency fees and full compliance transparency.

Security & Trust

Enterprise-grade data protection, by design

ADVAL is architected for the security and compliance requirements of Fortune 500 companies and institutional owners. Your property data is isolated, your access is controlled, and every interaction is auditable.

SOC 2 Type IIISO 27001GDPRPCI DSS (Stripe)
SOC 2 Type II

An outside auditor verified the platform handles customer data securely over time β€” not just on a single day.

ISO 27001

The international gold standard for managing information-security risk β€” a formal, documented system to protect data.

GDPR

European privacy law β€” personal data is handled transparently, with consent and the right to be deleted.

PCI DSS (Stripe)

Rules for safely handling credit-card data. Stripe carries this on your behalf, so card numbers never touch our servers.

Certifications inherited from the Base44 platform β€” view base44.com/security

App-Level Security Controls

Row-Level Security

Multi-tenant data isolation on property, market model & abatement entities β€” one tenant cannot peek at another’s records.

Audit Logging

Every access event and AI model interaction is recorded in an immutable log, so you can trace who did what and when.

Page Access Guards

Server-side role validation blocks unauthorized users from opening sensitive admin screens, even if they know the URL.

AI Data Isolation

No client data is used for LLM training. AI providers do not retain your data after the request completes.

Organization-Level Data Isolation

Every client portfolio is segregated by organization. Enforced row-level security ensures your property data, valuations, and appeals are never visible to other tenants β€” only your authorized users and assigned team members see your records.

Role-Based Access Control

A tiered role system β€” founder, admin, professional, enterprise, residential β€” gates every action. Read, update, and delete permissions are scoped per entity, so team members only access what their role permits.

AI Zero-Retention Logging

Every AI model interaction is logged with data_retained: false and isolation_confirmed: true by design. Your sensitive financial and property data is processed for the task and never persisted into model training pipelines.

Comprehensive Audit Trails

Data access, AI interactions, and settings changes are all recorded in an immutable audit log. Your compliance and security teams have full visibility into who accessed what, and when.

Admin-Governed Security Posture

Data retention policies, privacy contacts, and compliance tracking are managed through admin-controlled panels β€” giving your organization direct control over its security configuration.

Built for Enterprise Review

ADVAL's architecture is designed to support enterprise security and procurement reviews. Invite your IT, legal, and compliance teams to evaluate the platform against your internal requirements.

Have specific security or compliance requirements? ADVAL's architecture supports enterprise procurement reviews β€” contact us to discuss your organization's needs.

Strategic Tax Leadership

Where Technology Meets Tax Strategy

Property tax is no longer a back-office function. ADVAL equips tax leaders to drive transformative strategy β€” leveraging generative AI to optimize outcomes across complex portfolios, collaborate with stakeholders, and deliver defensible recommendations to the C-suite.

How Property Tax Actually Works

Your property tax bill comes from two numbers multiplied together: the assessed value of your property, times the local tax rate. ADVAL lowers your bill by shrinking both.

1Lower the Value

The assessor's opinion of what your property is worth. We challenge that number with hard evidence β€” income, cost, and sales β€” so you're taxed on what it's actually worth, not an inflated estimate.

Assessed Valueβˆ’Exemptions & Incentives=Taxable Value
2Lower the Rate

The percentage your local jurisdictions charge on that value. We negotiate abatement agreements (Ch. 312/313) and secure exemptions (Freeport, pollution control) that legally cut that percentage for years.

Tax Rateβˆ’Abatement Discounts=Effective Rate

Most firms only argue the value. ADVAL attacks both sides β€” so a win on valuation and an abatement stack together, not just one or the other. That compounding is where real savings live.

Generative AI at the Core

AI-driven valuations, incentive package reviews, and strategic recommendations turn a sprawling real-estate portfolio into a data-backed playbook for senior leadership.

Challenge Every Valuation

Income, Cost, Sales, and DCF approaches surface overassessment instantly β€” so your team can act on every opportunity, not just the obvious ones.

Portfolio Resilience

Unify real and personal property across jurisdictions. Catch compliance gaps, clawback exposure, and cross-deal inconsistency before jurisdictions do.

Empower the Team

Automate rendition filing, document ingestion, and compliance tracking so tax professionals focus on strategy, not paperwork.

Pricing & Plans

Flexible plans for every scale

From individual property owners to enterprise portfolios. Transparent pricing. No contingency fees. No surprises.

Most Popular

Professional

$299/mo per user

For property tax teams and growing firms.

  • Up to 500 properties
  • Property Valuation Proformas
  • BPP Valuation
  • Appeal Evidence Report
  • Property Tax Forecast
  • Priority support

Enterprise

Custom

For Fortune 500 companies, institutional owners, and large portfolios.

  • Unlimited properties & jurisdictions
  • Multi-state compliance framework
  • Advanced portfolio analytics
  • Custom API integrations
  • White-label options
  • Dedicated success team
  • SLA guarantees

Get in Touch

Have questions about enterprise solutions or need help with your appeal?

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Β© 2026 ADVAL LLC

Disclaimer: This tool is for informational purposes only and does not constitute professional appraisal, tax, or legal advice. Valuations are not official appraisals.