Exemption Certificate Automation

Managing exemption certificates can get out of control quickly. Exemption Certificate solutions save time and improve compliance and audit performance.

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Make Exemption Certificate Management Easy

Vertex provides technology and services so you can create an end-to-end exemption management process, reduce audit risk, and ensure you get tax right...the first time.

Boost Efficiency, Reduce Risk, and Enhance Customer Experience

Go paperless with Vertex’s scalable and secure exemption certificate management solution. Streamline tax processes, increase productivity, and provide your customers with a better exemption certificate end user experience. Certificate Validation and Collection services are available to support you.

Update and streamline processes

Vertex automates workflows for certificate requests, certificate collection, validation, and reporting to enable easier compliance and audit support.

Comply with ease

Vertex ECM stores essential information about your entities, customers, and certificates all in one place so that compliance can be monitored more efficiently.

Manage expirations

Vertex automatically tracks and calculates expiration dates, recommends updates, and validates certificate number format.

Improve your customer experience

Web-based tools streamline the collection process to enable your customers to submit the right certificates correctly the first time.

Build the best approach for your business

A combination of software and services enables you to create an approach that works best for your business.


Explore how Vertex solutions work with your ERP, e-commerce, procurement, billing, payroll, and financial systems.


We partner with leading software services providers to deliver corporate tax technology solutions that help you work more efficiently and utilize resources more effectively.

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Vertex Exemption Certificate Manager

Streamlined certificate management to improve audit performance.

What's Your Tax Complexity?

Take this quiz to determine your tax complexity and how Vertex can help.