United Tax Services

What United Tax Services does

United Tax Services, Inc. is a Plano, Texas-based private company founded in 2005 that provides certified property tax data and reporting for the U.S. title insurance and mortgage servicing industries. The company operates a proprietary tax reporting platform (Veritax, launched January 2021) that uses AI, robotic process automation, and real-time geo-location/parcel verification to aggregate data from 2,800+ county appraisal districts and deliver tax certificates, HOA verification reports, Notice to Purchaser documents, Public Improvement District reports, and AG Rollback estimates in minutes. The platform processes more than 10,000 parcels per month and offers a stated guarantee against county database errors.

United Tax Services is organized around two solution lines: Title Solutions (tax certificates, HOA verification, NTP, PID, AG Rollback) and Mortgage Solutions (non-escrow reporting, escrow audits, delinquency letter service, paid receipt tracking, proactive postcard mailing), with the Non-Escrow Reporting product launched in April 2025 marking the company's formal expansion from its title-industry base into mortgage servicing. The product suite is distributed through native one-click integrations with all four major U.S. closing platforms (RamQuest, Qualia, ResWare, SoftPro) plus a proprietary web portal for non-integrated customers, and supported by a direct sales and business development team.

Revenue is generated primarily through per-transaction fees for certificates and specialized reports (the PID Report is publicly listed at $29.99 plus 8.25% sales tax), supplemented by recurring subscription-like revenue from the newer non-escrow reporting service. The company is privately held, reports 1-10 employees, and cites 200%+ top-line growth and 190%+ net business revenue growth from the Q3 2019 rebuild through 2022, with no disclosed funding rounds or institutional investors identified in available materials.

Name

United Tax Services

Legal name

United Tax Services, Inc.

Website

https://unitedtaxservices.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

United Tax Services is a Plano, Texas-based property tax data provider that delivers tax certificates, HOA, PID, and non-escrow reports to U.S. title insurers and mortgage servicers through its AI- and RPA-powered Veritax platform, integrated with RamQuest, Qualia, ResWare, and SoftPro.

Ownership category

akta.pro rank

Product category

Property Tax Reporting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Property Tax & Municipal Lien Search Services (BPAJAOAJ)

Keywords

• Property tax reporting
• Tax certificate services
• Title solutions
• Mortgage tax monitoring
• HOA verification

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Tax Certificate Services: Tax certificate fulfillment for title and real estate transactions. Certificates provide certified data reporting on property tax status, amounts, exemptions, and ownership information. Revenue generated per transaction for title companies, escrow officers, and mortgage lenders.
2. Mortgage Non-Escrow Reporting: Non-escrow reporting services for mortgage customers including delinquency tracking, escrow audits, letter services, and payment tracking. Subscription-like recurring service for mortgage servicers.
3. Specialized Reports (PID, HOA, NTP): Public Improvement District Reports, HOA Verification Reports, Notice to Purchaser documents, and AG Rollback Estimates sold as individual products for title transactions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

United Tax Services provides certified property tax reporting and compliance documents for the title insurance and mortgage servicing industries, delivered primarily through its proprietary Veritax platform. The company generates tax certificates, HOA verification reports, Notice to Purchaser documents, AG Rollback Estimates, Public Improvement District (PID) reports, and non-escrow mortgage tax monitoring reports, pulling real-time data from 2,800+ county appraisal districts using AI and RPA. Orders are placed either directly within major title and closing platforms (RamQuest, Qualia, ResWare, SoftPro) or through the company's proprietary web portal.

Product overview

United Tax Services offers a platform portfolio anchored by the proprietary Veritax tax reporting system, which powers rapid certified data reporting using AI and real-time geo-location parcel verification. The platform is organized into two main solution lines: Title Solutions (Tax Certificate, Property Tax Reporting, HOA Verification, AG Rollback Estimates, Notice to Purchaser, Wholesale Tax Operations, and PID Report) serving the title and closing industry, and Mortgage Solutions (Non-Escrow Reporting Tool with delinquency tracking, escrow audits, letter service, receipt tracking, and postcard mailing) serving the mortgage servicing sector. Both lines share the same proprietary technology backbone and integrate with major closing platforms including RamQuest, Qualia, ResWare, and SoftPro.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Certificate Certified property tax liability report that provides tax status, amounts, exemptions, homeowner association information, and color-coded tax debt alerts. Designed to prevent title claims at closing for title insurance companies, escrow officers, and mortgage lenders.
• Property Tax Reporting Connects escrow teams to county data via a private web portal for order status tracking and document retrieval, or integrates directly through closing platforms (RamQuest, Qualia, ResWare, SoftPro). Used by title companies and escrow officers for closing transactions.
• Notice to Purchaser Required disclosure document provided during real estate transactions to notify buyers of relevant property tax obligations. Generated via Veritax AI/RPA processing for title transactions.
• HOA Verification Searches a proprietary database of homeowner associations to identify the managing HOA for a property and report critical resale certificate information. Used by title professionals to ensure smooth real estate closings.
• AG Rollback Estimates Agricultural exemption rollback calculations providing land use change estimates for property tax purposes. Used in title transactions where agricultural exemptions may be at risk of rollback.
• Wholesale Tax Operations Backend tax operations service offered to wholesale title and mortgage providers, leveraging the Veritax platform and United Tax's operational expertise.
• Public Improvement District (PID) Report Searches for Public Improvement Districts applicable to a property and provides a detailed report plus a completed TREC Form 53-0 for compliance with Texas TDI requirements. Targeted at Texas real estate transactions.
• Veritax Platform Proprietary tax reporting platform powering rapid certified data reporting using advanced real-time geo-location and parcel verification, generating tax certificates, HOA reports, and Notice to Purchaser documents in minutes. The platform backbone for all United Tax Services products.
• Non-Escrow Reporting Tool Customizable reporting tool providing total visibility into the status of non-escrow portfolios and underlying risk, with tailored solutions for each client's unique reporting needs. Used by mortgage servicers for ongoing tax monitoring.
• Non-Escrow Delinquency Reporting Tracks all delinquent parcels on an ongoing basis for up to six months, with monthly updates in areas where the collector works with a third party. Used by mortgage servicers managing non-escrow portfolios.
• Escrow Audit Reporting Parcel audits confirming the accuracy of parcels serviced to mitigate and avoid the risk of missing a tax payment. Used by mortgage servicers to validate portfolio accuracy.
• Delinquency Letter Service Generates and mails delinquency letters to non-escrowed customers encouraging them to pay taxes and provide proof of payment to their mortgage servicer.
• Paid Receipt Tracking Tracks tax payment receipts sent by non-escrow homeowners to ensure updated status of outstanding taxes; receipts are imaged for clients' records.
• Postcard Mailing Optional pre-tax due date postcard sent to clients' customers 45 days in advance to proactively remind them of upcoming taxes, reducing missed tax payments over time.
• Non-Escrow Reporting Product Comprehensive non-escrow reporting suite for mortgage servicers and non-escrow portfolio holders, including customizable reporting, delinquency tracking up to six months, escrow audit reporting, delinquency letter generation and mailing, paid receipt tracking, and proactive postcard mailing.

Quantifiable outcome

• 10000+ parcels researched per month
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability3 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• RamQuestcoreTechnology or IntegrationRamQuest partners can request a trading partnership directly through RamQuest Closing Market. Tax certificate orders are placed with one click, and all ordered files are returned automatically to FileScan. Integration enables seamless ordering and delivery of tax certificates, HOA reports, and additional products.
• QualiacoreTechnology or IntegrationQualia partners can access United Tax Services' entire product offering directly through the Qualia Marketplace under 'Additional Products'. Orders are delivered directly to the file. No technical integration required - simply navigate to marketplace and order.
• ResWarecoreTechnology or IntegrationDevelopment team works alongside ResWare admin to link products and build seamless automatic order process. Specialized XML delivery packages tailored to unique tax data needs. Custom integrations help leverage data better than ever before.
• SoftProcoreTechnology or IntegrationSoftPro 360 integration enables automation and data capture with files delivered directly to queue for review and acceptance. SP admin can build custom task flags. One-click ordering available through SoftPro 360 marketplace. Unique data delivery empowers teams to automatically create custom tasks.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• ServiceLink: ServiceLink (a Black Knight / ICE Mortgage Technology company) offers tax, flood, valuation, and default services to mortgage lenders and servicers, making it a close peer in the mortgage non-escrow and tax service stack.
• PropLogix: PropLogix provides property tax certificate, HOA, NTP, and municipal lien search services to title companies and real estate attorneys — a direct, head-to-head competitor in the same product category with overlapping customer base.
• SLK Global (CoForge): SLK Global / CoForge provides property tax and HOA services to title and mortgage customers using RPA-driven processing, directly comparable to United Tax Services' Veritax offering and named as a prior employer of UTS's product director.
• LERETA: LERETA is a leading tax and flood service provider for mortgage servicers, covering escrow and non-escrow portfolios. It is the most direct incumbent in the non-escrow reporting segment that United Tax Services entered in 2025.

Broad incumbents

• First American Title Insurance Company: First American operates a large national title insurance and ancillary services franchise, including DataTree property data and tax reporting. It competes broadly with UTS across the title supply chain and through its own technology arm.
• CoreLogic: CoreLogic is a national property data and analytics powerhouse serving both title and mortgage segments. It is the dominant incumbent in tax and parcel data and a key competitor on accuracy, scale, and enterprise contracts.
• ICE Mortgage Technology (Black Knight): ICE Mortgage Technology, formed from the Black Knight merger, is the largest mortgage technology and data platform in the US. Its MSP servicing system and tax service integrations make it a broad incumbent competing for the same mortgage-servicing workflow.
• Stewart Information Services (DataTree): Stewart, through DataTree, provides title and property data services nationally. As a major title underwriter with embedded data products, it is a broad incumbent comparable to United Tax Services' addressable customer base.

Emerging players

• Timios: Timios provides title and settlement services including property tax and compliance products to lenders and title agencies, with a national footprint that overlaps meaningfully with United Tax Services' target segments.
• AccuTitle: AccuTitle builds title production and order management software for independent title agents, with growing product and data services. It is an emerging player whose agents overlap with UTS's customer base, creating both partnership and competitive dynamics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/unitedtaxservicesinc
• LinkedInlinkedin.com/company/united-tax-service-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about United Tax Services