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.
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.
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.
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.
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.
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.
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Resources for You
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Blog Post
The Difference between Tax Exemptions and Tax Exceptions
Though they sound similar, exemptions and exceptions are quite different. -
Research Report
Dealing with Tax Exemption Certificate Issues
Learn how we helped Graybar overcome audit noncompliance with a tax solution. -
Infographic
7 Reasons Why Digital Transformation is Important to Your Business
Learn the importance of digital transformation and how it is sweeping the business landscape.
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