Document Management

Digitise, store, and access the sales and use tax documents needed to improve compliance and streamline audit defense.


Take control of indirect tax documents

From exemption certificates to past returns to jurisdiction notices, there are numerous documents needed to support the sales and use tax process. Taking a digital approach can save time, reduce cost, and improve compliance.

document management tax solutions for exemption certificate management

Tax document management made simple ⁠–digitalised, organised, and accessible

Manage tax documents with our integrated tools and services. Collect, digitalise, store, archive, search, and report on all your tax-relevant documentation.

Save Time with Automation

Vertex Exemption Certificate Manager automates certificate requests, collection, validation, and reporting to enable easier compliance and audit support. Manage a high volume of certificates with precision and ease.

Vertex Inc.

Improve Your Customer Experience

Enable your customers to create the right exemption certificate online and submit it directly into your tax engine with the Exemption Certificate Wizard. You’ll increase tax accuracy and improve your customer experience.

Vertex Inc.

Streamline Audit Defence

Streamline audit preparation with easy access to archived returns, notices, exemption certificates, and reports for any jurisdiction, any time period you need. You’ll reduce audit prep time as well as penalties.

Vertex Inc.

Let Us Handle it for You

Spending too much time on exemption certificate management? Let us take a few steps off your plate. We’ll validate the certificates you have and collect the ones you need, so you can focus on higher-value tax work.

Vertex Inc.

Graybar Electric improves audit defence with Vertex

  • Centralised location for exemption certificate storage
  • Consistent and accurate tax handling by hard-coding rates for certain customers
  • Timely uploading of exemption certificates

Graybar Electric improves audit defence with Vertex

"Using the Vertex Exemption Certificate Manager we were able to reduce the number of people who were entering exemption certificates from 225 down to 25. "

Lauren Marks
Central Administration Manager, Graybar Electric

Related Products

  • Vertex Exemption Certificate Wizard

    A self-service tool for your customers to create and submit audit-ready exemption certificates directly into your Vertex system.

  • Systax DFE

    Automate the receipt, validation, and management of Accounts Payable e-invoices in Brazil to improve compliance.

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