Case Study: Texas Tax Protest achieves 3-day transaction completion and instant payments with DocuSign

Texas Tax Protest - Customer Case Study

Texas Tax Protest represents more than 15,000 Texas property owners and institutional investors appealing annual property valuations. The firm’s biggest challenge was speed: a paper-driven protest window (May 1–31) with an average 12-day completion time left little margin for lost documents, errors, or slow client responses, and payments often took 20–30 days.

By adopting DocuSign e-signature and Payments—integrated with their existing systems—Texas Tax Protest shortened average transaction time to 3 days, achieved an estimated 75% close rate, eliminated the 20–30 day payment cycle by collecting payment at signing, and saved roughly 500 employee hours.

Texas Tax Protest

Odett Pugliese

Operation Coordinator