Tax Credit Compliance Solutions - Grace Hill

Tax Credit Compliance Solutions

With tools that work seamlessly together, the job has never been easier.

Managing Tax Credit Isn’t Easy. We Can Help!

It can feel like there are roadblocks to tax credit compliance around every turn.
Paperwork. Inspections. More rules than you can keep track of. 

The best managers in multifamily trust Grace Hill to help them stay in compliance. Our expertise in policies, training, and mystery shopping makes us the perfect partner for tax credit compliance.

Diane Tidwell, Director of Property Management, Gumenick Properties

"Grace Hill is literally our one-stop-shop for all things learning and development. They have been instrumental in providing course content that meets current regulatory requirements. And without the help of Grace Hill’s suite of performance solutions, we would be unable to respond to the ever-evolving landscape of our industry."

Diane Tidwell,
Director of Property Management,
Gumenick Properties

Uncomplicated Compliance

We’ve found the perfect formula for tax credit compliance.
First, empower your team to be successful with policies. Next, add training to reinforce those policies and test comprehension. Finally, use mystery shopping to assess how it all comes together to create a superior customer experience.

Operating Procedures

Give your team clear guidance on staying in compliance.

  • Guide your team with over 33 policies in our Tax Credit Compliance Manual + Forms Manual.
    • Verification Process
    • Income & Asset Guidelines
    • Recertifications
    • Audits & Resident Files
    • And many more policies + forms!
  • Maintain compliance across the full portfolio with instant access to operating procedures.
  • Adapt policies to distinct property types and state-specific rules.
  • Confirm the team fully understands policies by linking to Grace Hill Training.
Tax Compliance_Mock up
Instant access to updated policies and forms.
Continuous monitoring for industry and legal changes.
Easy to use. Easy to manage.
Mockup - Vision - Tax Credit Course


Ensure your team knows how to be successful with training built for them.

  • Assign over 24 courses from our Tax Credit Series training bundle based on location and position.
    • Income Eligibility
    • Documentation & Recertification
    • AIT Minimum Set-Aside Option
    • And many more courses!
  • Customize training to your unique setup with custom courses for state-specific regulations.
  • Protect your bottom line with essential training on Fair Housing, sexual harassment, and safety topics.
  • Enhance training by connecting to Policies.
Designed specifically for the multifamily property management industry.
Manage online and instructor-led training programs.
Add elective training bundles and custom courses.

Mystery Shopping

Adding Mystery Shopping turns tax credit compliance into positive onsite experiences.

  • Analyze your team's real-world performance with mystery shopping.
  • Adapt shop questions to tax credit locations to confirm compliance.
  • Reinforce performance standards with automatically suggested post-shop training.
  • Build into any budget with a variety of packages and custom shop types.
Business people shaking hands after successful meeting
Nationwide Coverage of Mystery Shoppers.
We have a 95% on-time completion rate!
Highly Trained Shoppers
Our partners are experienced with multifamily property management.
Multiple Shop Types Available
We offer video, phone, internet, and virtual options.

Contact us today to get help from the experts for tax credit compliance!

Not yet ready to see a demo? 

Learn a bit more about each of our tax credit compliance solutions:


The leading learning management system in multifamily.

Operating Procedures

Industry-specific policies that empower your team and reduce risk.

Mystery Shopping

Robust mystery shop program that blends technology with assessment best practices.

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