HUD public housing software

The Leading Software Solution for HUD Grants and Public Housing Authorities

TAAG Tracking-at-a-Glance logo

Tracking At-A-Glance® (TAAG) is a cloud-based case management and performance tracking tool used by public housing authorities nationwide. TAAG is designed to track your caseload from recruitment through program completion and beyond. We take pride in knowing our user-friendly and intuitive software automates the case management process enabling you to spend more time providing services to your clients, instead of being burdened with time-consuming paperwork and manual processes.

case management outcome tracking icon

Measurable Results:

Showcasing Past Achievements for Continued Support

Tracking At-A-Glance® simplifies the reporting process and easily demonstrates success and achievements. TAAG’s reporting interface provides measurable results you can extract for board members and funding streams, showing a positive return on investment. Multiple reports can be used to analyze outcomes, evaluate program effectiveness, determine best practices, and improve services. This is essential when applying for new or renewed funding, as organizations are frequently required to demonstrate the results they have previously achieved.

case management results optimization icon

Empowering Customization:

Administrators Take Control Without Complexity

Tracking At-A-Glance® can serve as a useful case management training tool in addition to a comprehensive data collection system. It is highly customizable and allows administrators to modify drop-down menus on their own, without the need for special programming or intervention from our staff. Our robust internal reporting tools eliminate the need for any third-party software while meeting all your reporting needs.

case management social work data collaboration icon

Real-time Collaboration:

Seamless Coordination Across All Locations

As a cloud-based solution, Tracking At-A-Glance® (TAAG), operates on the concept of single-instance software, meaning all users, regardless of location or point of entry, are working on the same version and dataset. Single- instance software also enhances communication and collaboration across the organization. Any changes made are reflected in real-time, across all the offices, reducing errors, improving workflow, and increasing productivity.

Single-Instance Software gear icon

Savings Through Streamlining:

Cutting Costs With Single-Instance Software

Another significant advantage is cost-effectiveness. Managing multiple systems can lead to increased costs in terms of licensing, maintenance, and IT support. A single- instance software eliminates such redundancies, saving costs on multiple fronts. The single-instance software model is also valuable for businesses with multiple offices as it ensures consistency, improves productivity and communication, reduces costs, and allows for more focused IT resource use.

TAAG Features that Allow You to Navigate Case Management and Performance

Cross Browser Compatibility

A web-based solution that runs on the most popular Internet browsers: Edge, Chrome, Firefox, Safari and Opera.

Mobile Devices

Accessible on iOS and Android mobile devices and tablets.

Customization Function

Program Administrators can customize all drop-down lists without the need for outside assistance.


Easy to navigate screens document assessments, household composition, employment information, referrals, plans, notes, and more.

Dedicated Email Function

Allows users to quickly compose and send email messages to an individual or a group.

Software Integration

Interfaces with various housing software vendors.

Texting Feature

Users can send individual or group text messages. Incoming and outgoing messages are documented in the client file.

Robust Internal Reporting

No need for third-party software. Every field in the database is “searchable” and can generate an exportable custom report within seconds. Pre-configured HUD-compliant reports including Jobs Plus, Choice Neighborhoods, Standards for Success, and FSS.

Relocation Module

Tracks multiple relocations, preferences, rent and utility expenses, documents, loans, payments, and auto-fills and auto-calculates several HUD forms.

Digital Signature

Optional digital sign and send feature on contracts of participation (CoP) and the plan (ITSP).

case management webinar session at table

Seeing is Believing

Attend one of our webinars and learn how we can streamline and simplify your case related projects and management.

Our Clients Tell Our Story

An Incredible Partner: Responsive and Knowledgeable

“Designing Success, now SocialBridge, has been an incredible partner to work with over the years. We’ve worked with them closely and they have been unfailingly responsive and knowledgeable. When we’ve had an idea about new ways to help our community members, they found a way to make it happen. They’ve continued to bring on incredible staff and provide unparalleled service. We look forward to continued collaboration.”

Adam Fordham
Technology Specialist
Salt Lake County Housing & Community Development

Superior Software, Real-time Data

“TAAG has been a great tool for our FSS case managers to track their client progress and for management to pull accurate, real-time data. The staff has gone above and beyond to help us navigate the software and answer any questions that come up.”

Emily Dixon
FSS Program Manager
Vancouver Housing Authority

Exceptional Customer Service, Ready to Assist

“My program has been using TAAG software for the past four years. In response to the software services, I want to compliment their tech support for outstanding customer service. Using telephone or email messages to reach out for tech support, I have always received quick responses. Their team is ready to assist you.” 

Ann Benson
Program Director
Independence Housing Authority (MO)

Software Simplifies Reporting and Enhances Connections

“Tracking At-A-Glance® (TAAG), has been beneficial for the PRHA Resident Services Department. It has simplified the reporting for Job Plus and Family Self Sufficiency. The system has enhanced our connections with the resident through the text and email features. The case management has increased. The staff has been very helpful. TAAG provides suitable training resources for new staff and refresher training in their systems. The program is user-friendly.”

Danisha Harper
Case Manager
Portsmouth Redevelopment and Housing Authority (VA)

A Game-Changing Tool for Streamlined Assistance

“I would recommend “Designing Success”, now SocialBridge Technologies, and TAAG software to everyone. These tools have been a game-changer for us and our partner agencies, enabling us to provide crucial daily support more efficiently. Our previous outdated system paled in comparison to TAAG’s capabilities – it allows us to keep comprehensive notes and communicate seamlessly with partners. The responsive support from the team has been fantastic.”

Jason Pearson
Project Manager
NYC Housing Preservation & Development

Empowering Case Management with Unmatched Capabilities

“Designing Success Tracking At-A-Glance® (TAAG) Software has been my absolute favorite case management tool. I have used it for 20 years. It is user-friendly and specific to the case manager’s and/or the supervisor’s needs. Everything is trackable, customizable and searchable. Reports for your participants, your supervisors or your boards are quick and easy to create.”

Rene Tarver
Family Self Sufficiency and Housing Choice Voucher Homeownership Programs
Subject Matter Expert (SME)

Ready for a demo?