- 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
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.
