CUSTOMER SINCE 2009

Palm Beach County, FL

A founding-day customer since July 27, 2009

Palm Beach Seal

The Challenge

Before Autoagent, Palm Beach County faced a refund backlog so severe that the office estimated it would take 11 months to process all of its refunds — a relentless administrative drag that pushed reconciliation deep into the calendar year and kept the books open well past the collection season.

The Solution

EscrowCloud's controlled payment dates and refund-prevention engine eliminated the duplicate and erroneous escrow payments at the source — before they ever became refunds. With overpayments stopped up front, the backlog simply stopped forming.

Results at a Glance
16+ yrs
Longstanding customer since 2009
659K
Items processed
3,163
Refunds prevented TTM
Dec 5
Books closed before — refund-free

Products Used in This Case Study

Property Tax Escrow Processing

Eliminate Property Tax Refunds & Errors — for Good

EscrowCloud is the only patented platform that validates property tax escrow payments against live county records before they post — eliminating the mismatches that generate refunds, manual corrections, and servicer disputes.

  • Real-time payment validation against live county data
  • Patented escrow matching engine — no other platform has this
  • Connects to all major servicer and county financial systems
  • Free for government tax offices — always
  • 95% fewer refunds on average across 600+ offices
Woman working a computer at her desk

For the first time in our history, we went into the holiday season without any refunds — and closed our books before December 5th.

Palm Beach County official

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