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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

  • Self-service tools to streamline certificate processes
    • End users automatically create and submit certificates from a series of guided questions in the Exemption Certificate Wizard.
    • End users can submit, view, download, and print certificates from a remote location using the Exemption Certificate Portal.
    • Reduced certificate errors and streamlined internal processes
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