Vertex Exemption Certificate Wizard

A self-service tool to create audit-ready exemption certificates. Learn how the Vertex Exemption Certificate Wizard can save you time and money.

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Exemption certificate management is a labor-intensive part of sales tax compliance, especially for growing companies. And time is money. The Exemption Certificate Wizard (ECW) lets your customers create and submit new certificates directly to Vertex Indirect Tax solutions.

The tool guides your customer through a series of questions, then it identifies, creates, and submits a new audit-ready certificate directly to Vertex Indirect Tax solutions.

Download the Exemption Certificate Wizard fact sheet to learn more!

Fill out the form at the top to schedule a personal demo and learn how the Exemption Certificate Wizard:

  • Provides end-to-end process from customer submission to exempt transactions
  • Reduces certificate errors and improves audit performance
  • Helps lower audit reserves
  • Increases productivity through automation
  • Streamlines internal tax processes

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