Manage intake, reviews, corrections, signatures, and final packets in one workflow built for LIHTC and affordable housing teams.
Property teams juggle spreadsheets, shared drives, email chains, separate e-signature tools, and manual tracking. The result: missed documents, repeated corrections, late handoffs, and reporting chaos.
Data lives in spreadsheets, file folders, project tools, and email—no single source of truth for a case.
Missing forms and incomplete fields surface too late, creating rework loops that delay approvals.
No clear ownership between leasing, compliance, and management means tasks fall through the cracks.
Managers can't see what's late, blocked, or waiting across the portfolio without manually checking every case.
Assembling final packets and submission reports is a manual, error-prone process every cycle.
Issues discovered after approval force second-touch work that burns staff time and delays submissions.
Five integrated modules that cover the full lifecycle of tax credit case management.
A single workspace for every household and compliance case. Track status, ownership, history, and documents from one record.
Guided forms, document uploads, missing-item tracking, and packet progress so nothing is left behind.
Manager review, compliance review, issue tracking, and resubmission loops with clear accountability.
Coordinate TIC, AEC, lease, at-signing items, and final packet completion from a single status view.
Dashboards, queues, submission readiness, and audit trail visibility across your entire portfolio.
Centralized resident and applicant reminders, correction requests, and signature follow-up from within each case.
Six clear steps replace fragmented processes and manual tracking.
Applicant or resident submits information through guided forms. Documents are uploaded and tracked automatically.
Property manager and compliance team review the case, flag issues, and confirm completeness.
Missing or incorrect items are tracked with clear ownership. Applicants receive targeted correction requests.
Evidence is confirmed, income calculations are checked, and eligibility is validated before moving forward.
TIC, AEC, lease, and at-signing documents are coordinated and tracked to completion.
The completed packet is assembled, QA-checked, and ready for submission with full audit trail.
Everyone works in the same system with views and tools designed for their responsibilities.
See every case at your property. Know what needs your review, what's waiting on the applicant, and what's ready for compliance.
Collect documents, guide applicants through intake, and hand off complete packets without email back-and-forth.
Review cases in a structured workspace. Track issues, request corrections, verify eligibility, and approve with confidence.
Monitor multiple properties from one dashboard. See what's late, blocked, or approaching deadlines portfolio-wide.
Get portfolio-level reporting, submission readiness views, and audit trail access without digging into individual cases.
Teams using a unified compliance workflow see better results across every metric that matters.
Guided intake and real-time packet tracking catch gaps before they become problems.
Streamlined reviews and targeted corrections eliminate back-and-forth delays.
Automated routing and clear ownership mean work moves forward without chasing people.
Every case has a defined owner and status so nothing falls through the cracks.
Dashboards show what's late, blocked, under review, or ready for submission across all properties.
Every action, review, correction, and approval is logged automatically for compliance confidence.
TaxCredit OS fits into your existing technology stack, not the other way around.
Sync resident and unit data from your PMS to eliminate double-entry.
Store and retrieve documents from your existing cloud storage providers.
Trigger and track signature requests directly from within the case workflow.
Send reminders, correction requests, and follow-ups via email and SMS from each case.
Export submission-ready data and packets for state agency reporting requirements.
TaxCredit OS was created by people who understand the day-to-day reality of LIHTC compliance operations. We've seen the spreadsheets, the correction loops, the packet chaos, and the reporting deadlines. This platform exists because affordable housing teams deserve tools built for how they actually work—not generic project management adapted to compliance.
Our mission is to give every property team, compliance officer, and regional manager a single, reliable system to manage their tax credit workflow from intake to final submission.
See how TaxCredit OS can replace disconnected tools with one system built for your team.