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.
