Tax Billing and Collections Software

CSS Impact

Streamlining your Tax Billing and Collections Processes

The goal is to automate your tax billing & collections process. Tax related processes are complex and labor intensive. HD™ 2.0 | TAX® is a Tax Billing & Collections System that offers feature rich user-interfaces with intuitive tools to manage taxpayer accounts simply.

Such tools include interest & penalty calculations, refund process workflows, change orders systems, automatic notice generation, accounting & cashiering functions, compliance safeguards, tax return processing, auditing, delinquency management, redemptions systems, legal case management and more. Let our tax billing and collections software system automate and streamline your operations.


What our clients are saying...

 

“The IMPACT HD™ 2.0 demos shed light on a highly sophisticated, scalable and versatile

software solution.”

Jeff Smejkal, Assistant Director of Delinquent Revenue,

City & County of San Francisco Office of the Treasurer & Tax Collector

 
 

What is a Financial Ecosystem?

Billions of dollars are lost annually due to the technical mismanagement of financial transactions where aging receivables quickly turn into bad debt & ultimately to a loss. A “Financial Ecosystem” resolves this problem, as it is a battery of proprietary fintech systems & solutions that consolidate into a single Financial Platform across your enterprise.


Unparalleled tax technology

Our developers continually adopt the latest technology to make HD™ 2.0 | TAX® an even more powerful tax billing and collections software system.

Powerful Tax Tools

HD™ 2.0 | TAX® easily automates your agency's unique workflow processes. Workflows can easily be created by operators without the need for technical staff to deliver reports on demand.

HD™ 2.0 | Mobile Apps

Staff & departments can securely access account data in real-time via our mobile app while at the office, out in the field, and on the go!

Share the Knowledge

HD™ 2.0 | Data Annex®

Remote staff and departments can access data securely online to search and review accounts in real-time.

HD™ 2.0 | TAX® platform functionality

The HD™ 2.0 | TAX® provides efficiencies and optimization for day-to-day operations, such as:

Enhance your tax case management process with these solutions

Tax Management

HD™ 2.0 | TAX® creates easy-to-use, streamlined tax processing operations offering key component features for every phase.

Benefits:

  • Intuitive interfaces
  • Tax Information Management and Collection workflow processes
  • Real-time account updates
  • Process any tax type
  • Linking of accounts of tax management and related controls
  • Online tax filing
  • Mass data scrubs (i.e. bankruptcy, deceased)
  • Built-in Document Management System
  • General Ledger & Tax Trust Accounting Engine

Taxpayers

HD™ 2.0 | TAX® makes tax billing easier than ever with unparalleled automation and dynamic workflows.

Benefits:

  • Automated Tax Calculations Engine
  • Intuitively provides adjustments to accounts
  • Automated or manual back taxes financial accounting actions & billing
  • Automated or manual credits and rebilling processes & workflows
  • Online bill presentation
  • Accept any payment type, including multiple checks per tax bill

Collections

HD™ 2.0 | TAX® ushers the user through every step of the collections process while providing the most up to date information in real-time.

Benefits:

  • Built-in Payment Arrangement & Agreement tools
  • Delinquency Management Module
  • Reimbursement Financial Actions Tools
  • Intuitive refund generation and issuance
  • Secure Online Taxpayer Portal for taxpayer information access and payment
  • Payment posting and allocation features (i.e. transaction codes, posting sequence, disposition)

Notices

HD™ 2.0 | TAX® features a dynamic dunning, filings, & notices module that works on a real-time basis to ensure any letters, notices or other type of correspondence is fully within compliance at that moment in time.

Benefits:

  • Built-in integration with MS Word
  • Generate letters with user-defined content and information from the system
  • On-demand compliance controls
  • Track and generate notifications for delinquencies with invoices or letters
  • Generate tax forms and annual notices with tax due dates
  • Print tax audit notice or amend letter or export to 3rd party printer
  • Postcard notices printed in zip code sequence
  • Generate mail merge letter for past due accounts, missing documents, errors, etc.
  • Create custom letters for internal use

HD™ 2.0 | TAX® helps government and municipal entities
effectively serve their citizens

Whether you process tax returns, have a supporting role in the tax workflow or interact with citizens on a regular basis, HD™ 2.0 | TAX® helps you work more efficiently.


Government Types

Federal

HD™ 2.0 | TAX® provides a complete set of functions, such as:

  • Document Management System
  • Loan & Account Linking & Consolidation
  • Applicant & Co-applicant Income/Debt
  • Payment Calculation Decisioning Engine
  • Rules Based Scorecards for Approvals & Declines
  • Loan & Account History Tracking
  • Repayment Plans Workflow Decisioning Rules Engine
  • Deferment & Forbearance Decisioning Rules Engine
  • Discharge and/or Forgiveness Rules Engine
  • Predefine Custom Application Criteria
  • Application Verification Tasking
  • Application Verification System
  • Automatic Payment Enrollment
  • Paperless Application Verification
  • Auto-calculated Payment Arrangement Rules Engine
  • Multi-payees Funding functionality
  • Consolidated Multi-Account Funding functionality
  • Auto-generated Adverse Action/Counteroffers
  • Debt Collections, Legal, Portfolio & Title IV Funds Recourse Processes

State

HD™ 2.0 | TAX® provides a complete set of functions for processing all tax types, including but not limited to:

  • Fully Integrated Tax Ecosystem
  • Integrate with ANY source
  • Acceptance of any payment method
  • Auto-refund generation & issuance
  • Payment split accounting
  • Bankruptcy case management
  • Collection activities
  • Detailed account audit trails
  • Taxpayer account statuses
  • Auto-payment calculations
  • Taxpayer Account & Tax Return Processing
  • Ad hoc Reports & Dashboards
  • Delinquency Management Module
  • Compliance Management (Federal, State, Local)
  • Auto-notices, invoices & filings
  • Built-in Payment Arrangement Rules Engine
  • Live Metrics and Analytics module
  • Taxpayer Payment Portal
  • Field Agent Portal and App
  • Multi-level Security User Roles
  • Enterprise Document Management System
  • Income Tax
  • Corporate Tax
  • Excise Tax
  • Sales Tax
  • Estate Tax
  • Property Tax

Local

HD™ 2.0 | TAX® provides a complete set of functions for processing all tax types, including but not limited to:

  • Bankruptcy case management
  • Collection activities
  • Detailed account audit trails
  • Taxpayer account statuses
  • Auto-payment calculations
  • Tax Account & Tax Return Processing
  • Ad hoc Reports & Dashboards
  • Delinquency Management Module
  • Compliance Management (Federal, State, Local)
  • Auto-notices, invoices & filings
  • Built-in Payment Arrangement Rules Engine
  • Live Metrics and Analytics module
  • Taxpayer Payment Portal
  • Field Agent Portal and App
  • Multi-level Security User Roles
  • Enterprise Document Management System
  • Income Tax
  • Corporate Tax
  • Property Tax
  • Sales Tax
  • Hotel Tax
  • Fuel Tax

User Types

Tax Officials & Administrators

Tax Officials & Administrators

HD™ 2.0 | TAX® helps tax officials and administrators at all levels manage account information effectively and efficiently through all phases of the taxing process regardless of the tax type.

  • The New Account Import module allows users to define custom account onboarding treatment workflows that are executed during the account import process to evaluate and perform updates as the new accounts are being posted.
  • The system's highly intuitive, customizable user interface allows for quick and easy access to all functions of the system with an "app like" agent work card, HD icon based menus, and access to all tools on a single page.
  • HD™ 2.0 | TAX® features HD™ 2.0 | Ad Hoc Report Writer which allows any user to easily design customized reports from scratch without any required knowledge of database structure or SQL statements.
  • HD™ 2.0 | Analytics Dashboards present comprehensive real-time data in the form of live glass panel dashboards that are both visually pleasing and easily exportable.

Technology Staff

Technology Staff

Whether you’re the organization Chief Information Officer, IT Director or IT Manager, supporting a Tax system that is manageable, adaptable and secure is your number one priority. HD™ 2.0 | TAX® offers key technology features to assist such as:

  • Open Web Services Library – Allows IT staff to compress implementation time and support current and new third-party partners without relying on the vendor.
  • Ad Hoc Reporting Toolkit – Allows staff to independently construct new custom reports on demand without relying on the vendor.
  • Visual Rules Engine Workflow Manager – Automates the execution of systematic actions based on bureau and consumer provided data enabling non-technical finance and IT staff to manage business rules and data values.
  • Configuration Manager – Allows non-technical and IT staff to tailor code their own windows, workflows, reports, dashboards, and values as well as data lookup tables such as accounts, tax types, consumers, procurements, events, tasks, calendars, and data grids in a simple user-friendly and dynamic environment.

HD™ 2.0 | TAX® Support

Our customer service team has extensive experience in tax billing and collection technology, business analysis, project management, user training and software development. They understand the entire process, key issues and challenges, and can help save you time and reduce risk with support at implementation and beyond.

Dedicated project manager

As a HD™ 2.0 | TAX® customer, you’ll have a CSS consultant as your single point of contact – committed to helping your organization get the most out of your tax information platform system.

Automatic system upgrades and maintenance

Our engineers and analysts continually build and improve on an already superior product – with upgrades and maintenance automatically applied for hassle-free operation.

Experienced, knowledgeable support staff

Our experienced customer support team understands the complexities of tax processing, billing, and collections. So they make sure everything – from implementation to training – goes smoothly with minimal disruption.

We’re here to help

Contact our technical support desk

Monday-Friday, 7AM–5PM PST

1-877-277-4621

Accelerate your tax processes.

Benefits of a Modern Tax Information Platform System

Increase efficiency and heighten citizen confidence. Significantly reduce IT infrastructure costs. Minimize manual efforts while increasing productivity and output.

Download the PDF

What is a Financial Ecosystem?

Billions of dollars are lost annually due to the inadequate adoption of fintech technology for financial transactions management whereby mismanaged, aging receivables quickly turn revenues into bad debt and ultimately into losses. The primary reason for this outcome is the lack of a single enterprise solution that can manage every aspect of the revenue management life cycle process across all business units in unison.

Traditional platforms are stand-alone, independent systems that don't share common technology & can’t communicate dynamically with one another, leaving business units separated. This leaves entities with old, stale financial data, making it impossible to both manage aging receivables & avoid uncollectable debt. A Financial Ecosystem resolves this problem. A Financial Ecosystem is a battery of highly sophisticated proprietary fintech systems & solutions that consolidate into one single Financial Platform across your enterprise. HD™ 2.0 | Enterprise Financial Ecosystem® is that end-to-end financial platform that manages your revenues and receivables, while safeguarding bad debt exposure.


Parts of a Financial Ecosystem

Underwriting

HD™ 2.0 | LMS® Loan Management System (LMS) enables credit grantors & servicers to create business rules for underwriting decisioning workflows simply & visually without the need of complicated coding. LMS can systematically control financial screen navigation, input/output, verbose messaging and database interactions from any internal or external system or framework.

Now, when new applications for underwriting are introduced, they are first “interrogated” by the LMS business rules engine, which then gives a “thumbs up, thumbs down” decision.

This approach enables organizations to evaluate the application against multiple internal or external data sources and predict which applications should be manually reviewed, versus those that are most expected to contain appropriate information for automatic underwriting.

HD™ 2.0 | LMS® offers:

  • Automation of manual procedures and calculations: By utilizing an automated analytic-based underwriting system, the consistency, quality and capacity of underwriting could be dramatically improved, allowing underwriters to focus on the exceptions.
  • Control by business users: Rules are designed in an easy-to-understand visual Visio-like workflow designer, enabling the business experts— rather than technical staff—to control and automate procedures and policies.
  • Faster response to change: Time-to-market for business logic changes are reduced from weeks and months to days or hours. Systems can be updated while in production with no down time and no need for IT resources.
  • Increased reliability and auditability: A centralized workflow decisioning rules repository provides consistent execution of business policies that are easy to manage and visually easy to audit.
Credit

HD™ 2.0 | LMS® business rules engine allows for the development and rapid deployment of complex credit granting business rules, so your organization can make better decisions across the Revenue Life Cycle. Automate and optimize numerous types of business decisions, including credit approve/decline, instant prescreen offers, and collection decisions.

With HD™ 2.0 | LMS® you can also systematically analyze scoring, business rules and decision strategies from external data systems. This enables continuous testing and fine tuning of your business rules, so you can optimize decision strategies to drive higher profits.

  • Pull data from multiple sources — both internal and external — into your decisioning engine dynamically.
  • Process a high volume of transactions, with support and availability 24 hours a day
  • Gain the ability to calculate numerous predictive attributes with self-designed scoring models
  • Test new strategies against your current decision models and perform what-if simulations on historical data
  • Improve business process efficiencies with continuous-loop deployment of enhanced and optimized decision strategies
  • Deploy new decisioning strategies dynamically, to respond to market changes rapidly
  • Deliver dynamic real-time, instant decisions while customers are at the point of sale
  • Seamlessly integrate LMS's workflow decisioning engine into your existing systems with minimal IT costs
Loans

HD™ 2.0 | LMS® is specially designed to simplify and automate all loan processes from start to finish. This intelligent solution shepherds the user through each phase of the loan servicing process, presents the freshest data in real-time, and intuitively computes all calculations providing the easiest user-experience available anywhere.

Invoicing

HD™ 2.0 | RMS® Receivables Management System (RMS) enables first and third-party administrators to deliver a salient automated enterprise invoicing solution. Generate business rules-driven invoicing with a built-in document management system. Offer online access for consumers and third-party administrators to reduce dependence on in-house customer service personnel while improving customer satisfaction.

Give your customers what they want with customer-centric invoicing and payment options. Shorten your revenue cycle with a multitude of automated payment and invoicing technology solutions and easily track partial payments and past due invoices.

Billing

HD™ 2.0 | RMS® Receivables Management System (RMS) enables first and third-party administrators to deliver an automated rules-driven billing solution across the enterprise. Seamlessly retrieve documents, contracts, and offer online access for consumers and third-party administrators to reduce dependence on in-house customer service personnel while improving customer satisfaction.

With over 300+ modules dedicated to billing in real-time, HD™ 2.0 | RMS® provides the most comprehensive, state of the art tools to meet all your billing needs. With unparalleled automation, RMS minimizes training while maximizing production.

Receivables

HD™ 2.0 | RMS® Receivables Management System (RMS) presents the most sophisticated tool set available for account receivables management, adaptable for any business or organization type. With capabilities to tie into the HD™ 2.0 Enterprise Financial Ecosystem, you can confidently expand your offerings across multiple industries and verticals for geometric growth.

Healthcare

HD™ 2.0 | RCM® is a healthcare Revenue Cycle Management (RCM) system designed to manage claim submissions, self-pay & insurer billing & recoveries.

Tax

HD™ 2.0 | TAX® is a tax billing, collections and legal case management system designed to generate & process tax bills, track collections, bankruptcies, skips, and legal cases on taxpayer liabilities of all debt types.

Collections

HD™ 2.0 | Collections® combines an easy-to-use collector interface with sophisticated management tools and blends them into a seamless environment. With the flexibility to manage billions of debtor accounts, handle thousands of users, and process accounts faster than any other platform available, it’s easy to see why HD™ 2.0 | Collections® is the most sought after collections system on the market.

Legal

HD™ 2.0 | Legal® delivers a complete legal case management & collections solution, which tracks legal cases, case parties, bankruptcies, linked cases, services, events, compliance & consent of judgment financial buckets. HD™ 2.0 | Legal® is the most powerful and widely used system for legal case management.

Portfolio

Growing portfolio size is what HD™ 2.0 | PM® (Portfolio Manager) was designed for. With unlimited scalability, PM consolidates your entire portfolio into a simple, easy to manage, user-friendly platform providing your organization with unified servicing practices, transparency, and increased borrower satisfaction.

Compliance

HD™ 2.0 | CMS® consumer financial "Compliance Management System" (CMS) is designed to mirror CFPB, FDCPA & TCPA guidelines for state & federal compliance regulations.

Dialer & IVR
HD™ 2.0 | Contacts® Contact management system is designed to automate the customer engagement follow-up process via phone, dialer, text, IVR & online with built-in compliance, seamless branding, unified servicing practices, and transparency for increased customer service satisfaction.

Data Warehousing

HD™ 2.0 | CUBE® generates business rules sourced data sets for analytical reporting & business rules workflow processing.

Data Integration

HD™ 2.0 | Fusion® is a data interface communications bridge platform designed to link systems into the CSS IMPACT HD™ 2.0 ecosystem for dynamic access to external data. These external data sets are then exposed to HD™ 2.0's business rules workflow engine, data warehouse (CUBE) , & Ad hoc Report writer for data processing consumption.

Management Portal

HD™ 2.0 | Data Annex® is an online account annex portal designed for inter-departmental staff, field agents, or clients to manage and review accounts. HD™ 2.0 | Data Annex® is fully customizable to your organization's online branding presence.

Payment Portal

HD™ 2.0 | Payment Portal® is an online consumer portal designed for self-serve account management, payments, negotiations & arrangements. HD™ 2.0 | Payment Portal® is fully customizable to your organization's online branding presence.

Fintech Consulting

CSS's fintech consulting services cater to all financial technologies & solutions for every industry and vertical.

Get Started With CSS Impact

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