Portfolio Help


Portfolio Services Information

For customers who need to manage property taxes for several properties, we offer Portfolio Services; there is no fee for this service. Portfolio Services provide a custom view of all properties you need to manage. Portfolio accounts are very popular with business customers who manage several rental properties or for property owners who need to pay taxes on more than one property; or on behalf of others.

With a Portfolio account, you can separate properties into groups for easier management. You can also filter the property list in your portfolio by the tax year and status of your portfolio properties.

Click on any of the following topics below to learn more about Portfolio Services or click here to get started with a Portfolio Account now.

 

      - Portfolio Services Quick Reference  
      - Portfolio Registration (Demo)
      - Portfolio Information Maintenance (Demo)
      - Portfolio Group Maintenance (Demo)
      - Add Properties to Portfolio (Demo)
      - Remove Properties from Portfolio (Demo)