Compliance. Service. Communication. Cost. One platform.
TaxCredit OS unifies compliance workflows, improves resident service, centralizes communications, and reduces operational cost — purpose-built for LIHTC and affordable housing teams.
Everything in TaxCredit OS is designed to strengthen one or more of these core outcomes for your team.
Structured workflows, guided reviews, and automatic audit trails ensure every case meets LIHTC requirements from day one. Stop chasing paperwork and start trusting your process.
Give residents and applicants a clear, guided experience. Fewer phone calls asking for status. Fewer repeated document requests. Faster move-ins and recertifications.
Every reminder, correction request, and follow-up lives inside the case record. Email and SMS from one place. No more lost threads or missed messages.
Consolidate five or more disconnected tools into one platform. Reduce staff hours per case, eliminate rework, and handle more volume without adding headcount.
These are the pain points we hear from every team before they switch to TaxCredit OS.
Data lives in spreadsheets, shared drives, and email. Missing forms surface too late, creating rework loops. There’s no single source of truth for any case.
Applicants call the office to ask about status. Residents resubmit documents they already sent. Nobody knows where they stand in the process, and your team spends hours answering the same questions.
Correction requests go out by email, follow-ups by phone, updates by text. Nothing is tracked in one place. Important messages get lost and deadlines slip.
Your team pays for separate tools for intake, storage, e-signatures, messaging, and reporting. Staff spend hours on manual tracking and rework. The true cost per case is higher than it needs to be.
Every module in TaxCredit OS maps back to the Four C’s — strengthening compliance, service, communications, and cost efficiency.
Structured case management that keeps every household on track from application to final packet.
A resident-facing experience that reduces confusion and speeds up every interaction.
Every message lives inside the case record so nothing falls through the cracks.
Consolidate your toolstack and reclaim the hours lost to manual tracking and rework.
Four stages that turn fragmented compliance into a unified, measurable process.
Applicants and residents complete guided forms with clear instructions. Documents are uploaded, tracked, and validated automatically — reducing confusion and ensuring nothing is missed.
Property managers and compliance teams review each case in a structured workspace. Issues are flagged, corrections are tracked, and eligibility is verified before anything moves forward.
Correction requests, reminders, and follow-ups go out from within the case record. Every message is tracked. Residents know exactly what’s needed and when.
Signatures are coordinated, packets are assembled automatically, and the audit trail is complete. What used to take hours of manual assembly is done in minutes.
Each team member works in the same platform with views optimized 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 the metrics that matter most.
Guided workflows and automatic audit trails mean fewer findings, fewer corrections from state agencies, and confidence at every review.
Faster processing times, clearer communication, and fewer repeated requests add up to a better experience for every applicant and resident.
Every message, reminder, and correction request is logged in the case record. Your team never has to reconstruct a conversation or chase a missing thread.
Consolidate tools, reduce rework hours, and handle growing portfolios without proportionally growing headcount. Replace 5+ separate tools with one.
TaxCredit OS connects to your existing PMS, storage, and signature tools while replacing the disconnected spreadsheets, email chains, and manual tracking that drive up cost.
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 lived the correction loops, the packet chaos, the resident confusion, and the reporting deadlines.
We built this platform around four principles: strengthen Compliance, improve Customer Service, centralize Communications, and reduce Cost. Every feature maps back to at least one of these outcomes.
TaxCredit OS is purpose-built for LIHTC and affordable housing compliance. Every workflow, form, status, and report is designed around the actual steps your team follows — intake, review, corrections, signatures, and final packet assembly. Generic tools require extensive customization to approximate what we do out of the box.
We integrate with major PMS platforms including Yardi, RealPage, and Entrata. Resident and unit data syncs automatically so your team avoids double-entry. We’re continuously adding new integrations based on customer demand.
Most teams are up and running within 2–4 weeks. We handle data migration, PMS integration, and team training. You can start with a single property and expand across your portfolio at your own pace.
All data is stored in SOC 2 compliant, US-based cloud infrastructure with encryption at rest and in transit. Each organization’s data is isolated in a multi-tenant architecture. We take data security as seriously as you take compliance.
Absolutely. Many teams pilot TaxCredit OS at a single property before rolling out portfolio-wide. The platform scales from a single site to hundreds of properties with portfolio-level dashboards and reporting.
Pricing is based on the number of properties and units in your portfolio. We offer flexible plans that grow with you. Request a demo and we’ll put together a quote tailored to your organization.
Residents and applicants access the platform through secure magic links sent via email or SMS — no passwords to remember, no accounts to create. They can upload documents, check status, and respond to correction requests from any device.
See how TaxCredit OS strengthens compliance, improves service, centralizes communication, and reduces cost — all in one platform.