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Vertex® Exemption Certificate Manager

Exemption Certificate Manager (ECM) provides tax departments with an affordable and effective solution for eliminating 25% or more of the potential for an audit assessment. With the capability to quickly retrieve any exemption, resale, or direct pay certificate stored in your system, you will dramatically reduce, or even eliminate, stiff penalties that can result from the failure to produce valid certificates during an audit.

Vertex offers special start services for ECM to get you up and running with your software faster and easier.

Benefits

  • Space-Saving, Time-saving Electronic Storage of Certificates: No more hard-to-find paper copies stuffed in crowded filing cabinets. All certificates are stored electronically and can be instantly retrieved using any Web-browser
  • Better Audit Preparation in Less Time: Vertex Exemption Certificate Manager allows you to provide auditors with direct access to select certificate data, minimizing the time you spend locating requested certificates.
  • Remain Compliant with Automated Notifications: The system automatically generates a letter or email to the customer when a certificate is incomplete or due for renewal.
  • Peace-of-Mind That Comes with A Secure Online Environment: Vertex ECM is a stand-alone application that operates in a Web-based environment that provides centralized storage and role-based security for complete control over who has access and at what level.
  • Contribute to Your Company's Compliance with Sarbanes-Oxley: Vertex Exemption Certificate Manager is recognized as a Sarbanes-Oxley compliant tool for the effective management of exemption certificates.

Features

  • Web-based Architecture: Easily deployed in an intranet/internet environment making information widely available in real-time and from any location.
  • Centralized Access: Provides a single location for storing, viewing, and analyzing certificates
  • Effortless Reporting: With a simple mouse click, review or print,a report that lists all the certificates on file or just those that have expired or are invalid. Also allows for easy exporting to Excel for further analysis.
  • Smooth Integration: Built on proven industry-standard technology, Vertex ECM allows you to manage your certificate data from beginning to end.
  • Online Search: An online search capability makes it quick and easy to access certificates and related data. 
  • Comprehensive Forms Library: Vertex Exemption Certificate Manager Online provides a library of common jurisdictional forms.