Exemption certificates

Exemption certificate buyer portal

Collecting certificates takes far less chasing.

Customers can now share a link with their buyers so buyers can upload and view exemption certificates themselves. The portal does not require buyers to create an account, keeping it as simple as possible.

Every certificate a buyer uploads must be verified by the customer before it is applied.

More exemption certificates updates

See all 3
  1. Risk radar and obligation maps in the buyer portalBuyers can self-serve more, so customers spend less time on certificate follow-ups.
  2. Exemption certificate managementCollect, store, and apply exemption certificates in the same platform you use for calculation and filing.

Sales tax that keeps getting better, without more work for you.

Talk to a specialist about your states, your systems and what we take over.

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