Document Management

Digitize, store, and access the sales and use tax documents needed to improve compliance and streamline audit defense.

Take Control of Indirect Tax Documents

From exemption certificates to past returns to jurisdiction notices, there are numerous documents needed to support the sales and use tax process. Taking a digital approach can save time, reduce cost, and improve compliance.

Get the Documents You Need ⁠— Digitized, Organized, and Accessible

Take advantage of our integrated tools and services to manage tax documents — collect, digitize, store, archive, search, and report on all your tax-relevant documentation.

Save Time with Automation

Vertex Exemption Certificate Manager automates certificate requests, collection, validation, and reporting to enable easier compliance and audit support. Manage a high volume of certificates with precision and ease.

Improve Your Customer Experience

Enable your customers to create the right exemption certificate online and submit it directly into your tax engine with the Exemption Certificate Wizard. You’ll increase tax accuracy and improve your customer experience.

Streamline Audit Defense

Streamline audit preparation with easy access to archived returns, notices, exemption certificates, and reports for any jurisdiction, any time period you need. You’ll reduce audit prep time as well as penalties.

Let Us Handle it for You

Spending too much time on exemption certificate management? Let us take a few steps off your plate. We’ll validate the certificates you have, and collect the ones you need, so you can focus on higher-value tax work.

Related Products

Vertex Exemption Certificate Manager

Streamlined certificate management to improve audit performance.

Vertex Exemption Certificate Outsourcing

Send us your certificates, we'll validate what you have and collect what you need.

Find the Best Tax Solution for Your Business

We enable organizations worldwide to better manage their tax complexity through streamlined processes and trusted technology. Get in touch today to learn more.