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Municipal Business Tax Receipts Software

Watch how citizenserve's software handles municipal business tax receipts in this 70-minute demo.

Citizenserve Community Development Software

Citizenserve includes a licensing module that covers online business tax receipts software. Our integrated software also includes code enforcement, permitting, planning & zoning, and request tracking modules. In addition, citizenserve's cloud-based software offers a citizen-facing portal for application submission and payments.

Citizen Facing Portal


We begin our demo in the configurable citizen portal. Helpful content explains the process, and we can link to supporting documents or other websites. Citizens read and understand your processes before they apply. Then, the citizen registers for a portal account. Each registration type is configured to gather essential data about that contact type. You decide which fields to require. Applicants can submit an online business tax receipt application immediately after they register on the portal.

Highly Configurable Municipal Business Tax Receipt Software

Citizenserve configures your applications using custom fields. This means we can gather any information you need to manage your BTRs. Additionally, each application type can have a unique workflow route Each application type has its own workflow route and requirements documents. Once an applicant submits their business tax receipt application, they can pay their fees through an integrated payment processor. Citizens can also upload documents or send messages from the portal. Staff is notified so no work languishes on the portal.

Citizenserve will load your fee structure so correct fees are calculated based on the data entered on the application. Staff can enter additional fees and apply payments received. Reviewers can select commonly used comments from the comments library. Additionally, citizenserve can configure reviewer specific checklists to track your review process. Reviewers can request additional information or send review comments to the applicant. Next, the reviewer approves the BTR and issues a certificate. The applicant can view all related communications and documents through the citizen portal and citizens only have access to their projects.

Resources

For more information about the business licensing module, please see our Business Licensing Solutions Page.

Read how Citizenserve is helping communities near you.

Business Licensing Software, Cloud-based Software, E-Government Software, Municipal Software
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Over the Counter Licenses

We hope you enjoy watching this demonstration of how Citizenserve can help you offer instant, over the counter licenses to your constituents. Instant, Express, On-Demand, or Over the Counter Licenses describe a Licence that does not require review by the issuing agency. Citizenserve can configure your citizen portal to allow your constituents to apply and pay for an instant license online, then receive their license in an email, or download it from the portal.

Citizenserve's Highly Configurable Software

Citizenserve configures your software with custom fields. This means we gather all the information you need to manage your over the counter licenses as well as your other community development projects. Citizenserve software includes modules for Permitting, Licensing, Development Projects, Code Enforcement, Request Tracking, and a Citizens portal. Citizens submit applications, make payments, upload documents or send messages from the portal. The system notifies staff so no work is lost. Staff track review activities, notify applicants, track payments, and issue permits or licenses. License inspectors perform inspections on-site using our cloud-based software. Citizenserve's integrated modules let you view all files related to an address. Your citizenserve subscription also includes unlimited reporting. Metrics, another report type, provide a graphical view of processes to staff and management. Citizenserve's community development software helps you track and manage your projects.

Project Implementation Strategy

We work closely with our customers to configure their site to their needs using an agile implementation strategy. The Engagement Manager demonstrates new development work and gathers user feedback during weekly walk-through meetings. It's vital that each user test and play in the system after the weekly meeting. During this hands-on time, the user confirms the system works as expected, or uncovers any edge cases that should be addressed. Then the Engagement Manager incorporates user feedback and demonstrates new functionality during the next meeting. This process repeats until the user confirms the system works as desired. Finally, it's time to train system users and go live. We'll set up different sessions, such as the one covered in this Over the Counter Licenses Video, to get your staff ready to go-live.

About Citizenserve

Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. In addition to over the counter licenses, we also offer solutions for online Building Permits, Business Licenses, Development Projects, Code Enforcement, and Requests. Explore our site see how we support community development - schedule a live demo, and we'll help get you started today.

Citizenserve in the news

See how Alachua County, Florida migrated their Building Department to Citizenserve.

Business Licensing Software, E-Government Software, Health Licensing Software, Online Citizen Portal, Rental Licensing Software, Software as a Service
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Over-the-Counter Permits – Instant Permits – Express Permits

Citizenserve can help you deliver instant over-the-counter permits and licenses to your constituents. Why route for review, when you can just collect fees and deliver the permit online? The process is easy; applicants fill out a simple online form, pay online, and then download their permit.

Did you know citizenserve also supports remote inspections? Check out this video on Remote Video Inspections to see how. Jurisdictions can accept contractor or homeowner-created video recordings, uploaded photographs, or can perform the remote inspection using conferencing software such as Skype. Contact us to see how we can help you implement remote inspections, express permits, or other online solutions to support your municipality.

How We Configure Your Regular and Over-The-Counter Permits

Citizenserve configures your applications, both over-the-counter and those with a review process, with custom fields. This means we gather any information you need to manage your community development projects. Citizenserve software includes modules for Permitting, Licensing, Development Projects, Code Enforcement, Request Tracking, and a Citizens portal. Citizens submit applications, make payments, upload documents or send messages from the portal. The system notifies staff so no work is lost. Staff track review activities, notify applicants, track payments, and issue permits or licenses. License inspectors perform inspections on-site using our cloud-based software. Citizenserve's integrated modules let you view all files related to an address. Your citizenserve subscription also includes unlimited reporting. Metrics, another report type, provide a graphical view of processes to staff and management. Citizenserve's community development software helps you track and manage your projects.

Our Project Implementation Strategy

We begin each project with an agile implementation strategy. The Engagement Manager demonstrates new development work and gathers user feedback during weekly walk-through meetings. Whether we are building an over-the-counter permit or a regular permit with an automatically routed workflow, it's vital that each user test and play in the system after the weekly meeting. During this hands-on time, the user confirms the system works as expected, or uncovers any edge cases that should be addressed. Then the Engagement Manager incorporates user feedback and demonstrates new functionality during the next meeting. This process repeats until the user confirms the system works as desired. Finally, it's time to train system users and go live.

About Citizenserve

Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. We also offer solutions for online Building Permits, Business Licenses, Development Projects, Code Enforcement, and Requests. Explore our site see how we support community development - beyond an over-the-counter permit. Schedule a live demo, and we'll help get you started today.

Citizenserve in the news

See how Alachua County, Florida migrated their Building Department to Citizenserve.

Building Permit Software, Business Licensing Software, Cloud-based Software, E-Government Software, Permitting Software
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Citizenserve Web Services Q&A

This description of Citizenserve Web Services is our response to a formal Request for Information from a city of about 62,500 residents.  Read on for details about some of the Web Service features included in our e-government software solution.

1.11   Web Services

1.11.1. Describe the ability to provide web-based self-services. Include the ability to allow customers to submit, track, and pay for services (inspections/permit information for example). Also address how they access their respective information (i.e., permits, plan review, inspection) online.

Our Response: We provide a configurable and customizable online portal. This portal allows citizens, contractors, and businesses to electronically interact with permitting, code enforcement, inspection, licensing, and requests. The portal can be configured as a link off of the City’s website.

  • Planning and zoning applicants can submit applications online. This includes attaching documents, checking application status, and paying application fees online.
  • With our permitting software your constituents can apply for a permit, upload digital plans, schedule inspections, pay fees, and check application status online.
  • Citizens can report possible code violations and check complaint status through the online portal. You can communicate with your citizens effectively and efficiently using our automatic notifications, automated letters, and email templates.
  • Business owners seeking licenses use the portal to submit applications, schedule inspections, upload required documents, and pay fees. Applicants may also check application statuses and download approved License Certificates and ID cards through the portal.

One key feature is our ability to set User Notifications and Assignments. When citizens, contractors, and businesses act on an application through the citizen portal, staff and departments are notified. For example, if a staff member requests a revised plan document, the notification matrix will notify staff when the document is uploaded.

Additional Configuration


1.11.2. Does the solution allow custom branding (City of Redmond logo, for example)?

Our Response: Yes.

1.11.3. Describe the ability to generate online permits for simple projects that meet defined criteria including data validation.

Our Response: We support flexible workflows that incorporate data validation. We can easily configure a workflow for simple permits that generates the permit online based on specific data validation. If the City elects, we can configure the online portal to enable the contractor to download and print the permit.

1.11.5. Describe the integration into the solution including the ability to process multiple payments or partial payments for both permits and invoices.

Our Response: Our software can collect a single payment and apply it across multiple permits and/or invoices. Partial payments can be configured as part of the payment process; for example, applications can require plan check fee payment up front. Multiple payments can be applied and tracked, with custom reporting available to show detailed historical payment information at the invoice level, permit level, or both.

1.11.6. Does the payment solution allow for guest checkout options?

Our Response: This depends on the payment processor that the City chooses.  Most payment processors provide a checkout process that does not require “registration” or an account with the specific payment provider. Thank you for allowing us to discuss Citizenserve Web Services with you.

About Us


Citizenserve is a cloud-based community development software suite. We configure our software to meet your needs. In addition to Business Licenses and renewals, we also offer solutions for online Building Permits, Business Licenses, Development Projects, Code Enforcement, and Requests. Explore our site see how we can support your community development efforts!

Here's what one customer says our software:
“This modern, intuitive, and easy-to-use software system will provide complete customer care to help our municipality provide online services to our residents. With the COVID-19, we saw how important it was to be able to connect with our residents using technology. Citizenserve will help enhance the building department processes by making it quicker by decreasing waiting times, submitting applications, and paying for applications online. The goal will be to eventually manage the entire permit and licensing system online from intake, through plans review and on to inspections.” See the full article here.

E-Government Software, RFP Question
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