Vertex Certificate Center

Vertex Certificate Center is a cloud-based paperless solution that automates and simplifies the exemption certificate process. The Certificate Center is your end-to-end solution from collection through audit reporting.

• Offer your customers a self-service, self-guided tool to create and submit audit-ready certificates directly into your Vertex system, streamlining the checkout process and certificate renewals.
• Store all your certificates digitally in a cloud archive that’s easily searchable.
• Continually monitor expiration dates. Run a report of expiring certificates and set up renewal campaigns. 
• Stay on top of master data with synchronization of certificates, customers, and taxpayers with the Vertex tax engine. 

Watch the video to learn more.