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Vertex Exemption Certificate Manager

Streamlined certificate management to improve audit performance.

Vertex Exemption Certificate Manager (ECM) is a digital repository for sales and use tax exemption, resale, and direct pay certificates. The easy-to-use Web-based application stores all certificates electronically, and provides easy searching and customer notification functionality.

  • Single repository for storing, viewing, and analyzing tax exemption certificates.
  • Automated validation of certificate number.
  • Automated tracking of certificate expiration dates with alerts and automated requests.
  • Bulk distribution of certificate requests.
  • Web access for simple search.
  • Auditor Extract allows certificate export by jurisdiction, dates, customers.
  • Comprehensive library of common jurisdictional forms.
  • Role-based security.

Benefits

  • Exemption Certificate Wizard - self-service, online certificate portal
    • Customers can answer a few simple questions and create the necessary certificates, sign, and submit them to your Vertex solution.
    • View, validate, and print certificates from a remote location.
    • UI design flexibility to align with your brand for a seamless customer experience.
    • Improved exemption accuracy and customer satisfaction.
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