Exemption Certificate Management

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Main Features

Digital Exemption Certificate Management

Collect, store, search and report on exemption certificates with ease. Apply exemptions to sales and purchase transactions with confidence.

Exemption Certificate Wizard

Provide your customers a self-serve online portal to simply answer a few questions and generate the required exemption certificate.

Easy Search and Reporting

Locate the certificates you need, and generate audit reports with ease. 

More Great Features

Certificate Workflow

Automated certificate expiration alerts & collection requests streamline the process.

Integrated Address Cleansing

Ensure precise taxability by ensuring pinpoint accuracy of addresses.

Enable Auditor Access

Set up an "auditor view" of your certificates to streamline the audit process.

Hear From Our Customers

Learn how companies of every size and every industry trust our solutions to calculate tax, manage compliance, and leverage data to grow their business.

Reviews Reveal High Value of Vertex Solutions

User reviews on B2B software rating site G2 Crowd recognize Vertex solutions as top corporate tax solutions.

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