Situation Before Salesforce Implementation

The State’s Office of Tax Appeals provides a fair, objective, and timely process for appeals from taxpayers.

Faced with significant inefficiencies resulting from manual tax appeal intake via US mail, the client recognized a need to digitize and automate the process, end-to-end. The State sought a solution that would integrate data from multiple systems and add new functionality to create unprecedented insights and better serve its citizens.

The client needed an expert cloud implementation partner to help achieve the following objectives:

  • Digitize and automate the appeals process
  • Streamline the end-to-end user experience
  • Improve compliance
  • Secure electronic documentation
  • Improve reporting with greater insights and accurate data

The automation of the tax appeals process is a game changer for governments and their citizens. The State has taken an old, manual, and time-intensive process and with AST’s Salesforce solution, has completely automated the process to give citizens a truly modern government experience.”

Keith Lovegrove Regional Director, Salesforce, Government, AST LLC
Let’s Create Progress Together!

The automation of the tax appeals process is a game changer for governments and their citizens. The State has taken an old, manual, and time-intensive process and with AST’s Salesforce solution, has completely automated the process to give citizens a truly modern government experience.”

Keith Lovegrove Regional Director, Salesforce, Government, AST LLC

Solution & Benefits After Salesforce Implementation

AST’s cloud implementation team and industry experts analyzed the State’s business, including use cases, data, workflows, and information architecture to determine the right path forward.

The implementation of AST’s Tax Appeals solution, built on the reliable and secure Salesforce Service Cloud, has delivered the State an efficient online portal for an improved user experience. Available 24/7, the portal allows citizens to manage and have visibility into the entire appeals process, from application to close-out.

Intuitive automation has eliminated manual processes and delivered the following value to the State:

  • Improved user experience
  • Real-time communication between citizens and government
  • Automated scheduling of hearings with a judge
  • Improved data collection
  • Greater security and compliance
  • Increased visibility
Industry: State & Local Government

Solution Components:

  • AST Tax Appeals
  • Salesforce Service Cloud
why ast poster why ast poster

Why AST?


The State’s partnership with AST has ensured a digitized and automated tax appeals process, enabling greater visibility and control, streamlined communication, and an improved experience for citizens and government employees.