Taxation and Regulatory Permit Software System

The City of Santa Monica is seeking a software system to consolidate its tax collection functions and streamline the issuance of permits and licenses. The system should be able to manage various tax streams, including business license tax, transient occupancy tax, utility users tax, and parking facility tax. It should also be able to track and report on compliance activities, generate reports, and provide a user-friendly interface for taxpayers and staff. The system should be able to integrate with the City's current credit card payment processor and other software systems. The City is looking for a comprehensive taxation and regulatory permitting subscription Software as a Service (SaaS) solution, including implementation, training, and support. Some key features of the system include: • Utilizing modern, market-available capabilities to optimize, streamline, and automate tax collection and license/permit issuance processes • Being a centralized data management solution that meets current and future requirements for intake, data processing, and compliance • Supporting administration, revenue collection, billing, payment processing, and compliance for various tax programs • Enabling the City to track, collect, forecast, and manage revenues that sustain essential city services • Being flexible and configurable to meet evolving business requirements of internal users, the City’s constituents, and the business community • Accommodating increasing amounts of data and users and including functionality such as Optical Character Recognition (OCR) and Artificial Intelligence (AI) • Enhancing and safeguarding sensitive and confidential data associated with local tax administration and regulatory programs