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Maximize Access. Minimize Administrative Burden.
FORWARD helps public agencies and nonprofits administer tax credit and direct benefit programs with an intuitive platform that simplifies eligibility, automates outreach, and tracks impact.
Trusted by Over 1,500 Governments & Nonprofits
Purpose-Built Tools for Workforce & Employment Programs
Easy, Accessible Applications
Launch multilingual, mobile-optimized applications with built-in logic for income, residency, and household size.
Automated Eligibility & Verification
Streamline checks for tax filing status, income thresholds, and prior benefit history—reducing manual review.
Secure Disbursement Processing
Issue payments via ACH, prepaid cards, or checks with full audit trails and fraud prevention controls.
Outreach & Enrollment Tracking
Track participation by geography and demographics; send automated reminders to drive uptake among eligible populations.
Trusted by Leading Governments and Nonprofits Nationwide
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Reduction in Manual
Admin Work
100%
Faster Program Launch
50%
Audit-Readiness for Compliance and Reporting
3x
Reduction in Manual
Admin Work
50%
Audit-Readiness for Compliance and Reporting
100%
3x
Reduction in Manual
Admin Work
3x
Faster Program Launch
50%
Faster Program
Launch
Trusted by Leading Governments and Nonprofits Nationwide
Easy, Accessible Applications
Launch multilingual, mobile-optimized applications with built-in logic for income, residency, and household size.
Automated Eligibility & Verification
Streamline checks for tax filing status, income thresholds, and prior benefit
history—reducing manual review.
Secure Disbursement Processing
Issue payments via ACH, prepaid cards, or checks with full audit trails and fraud prevention controls.
Outreach & Enrollment Tracking
Track participation by geography and demographics; send automated reminders to drive uptake among eligible populations.
Purpose-Built Tools for Tax Credit & Benefit Programs
Program Use Cases
Refundable credits tied to housing, caregiving, or healthcare expenses
Local Child Tax Credit pilots
Earned Income Tax Credit (EITC) outreach and enrollment
Climate rebates and clean energy incentives
Atlanta Preserves Homeownership with Long-Term Tax Relief for Seniors
To protect long-time homeowners from rising property taxes, Invest Atlanta launched the Anti-Displacement Tax Relief Fund, offering up to 20 years of tax relief for low-income seniors.
Real World Impact
Key outcomes to date:
Used real-time dashboards to ensure equitable enrollment and transparent reporting
Successfully launched with a lean team
Enabled easy access through digital and phone-based recertification
Property tax rebates and utility credits
End-to-end support for program staff and applicants
End-to-end support for program staff and applicants
Less Time Spent on Admin
50%
Audit Readiness for Compliance & Reporting
100%
Faster Program Launch
3x
Trusted by Leading Governments and Nonprofits Nationwide
Launch Quickly. Deliver with Confidence. Report with Ease.
With FORWARD, your team can:
Ensure funds reach eligible households quickly and securely
Remove barriers to benefit access through inclusive, digital-first design
Automate workflows to reduce manual administrative work
Track and report program outcomes with transparency
Real World Impact
Atlanta Preserves Homeownership with Long-Term Tax Relief for Seniors
To protect long-time homeowners from rising property taxes, Invest Atlanta launched the Anti-Displacement Tax Relief Fund, offering up to 20 years of tax relief for low-income seniors.
Key results:
Successfully launched with a lean team
Enabled easy access through digital and phone-based recertification
Used real-time dashboards to ensure equitable enrollment and transparent reporting
Program Use Cases
Local Child Tax Credit pilots
Earned Income Tax Credit (EITC) outreach and enrollment
Property tax rebates and utility credits
Climate rebates and clean energy incentives
Refundable credits tied to housing, caregiving, or healthcare expenses
Launch Quickly. Deliver with Confidence.
Report with Ease.
With FORWARD, your team can:
Remove barriers to benefit access through inclusive, digital-first design
Ensure funds reach eligible households quickly and securely
Track and report program outcomes with transparency
Automate workflows to reduce manual administrative work
Track and report program outcomes with transparency
Ensure funds reach eligible households quickly and securely
Track and report program outcomes with transparency