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.
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.
Tax document management made simple — digitized, organized, and accessible
Manage tax documents with our integrated tools and services. Collect, digitize, store, archive, search, and report on all your tax-relevant documentation.
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.
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Support & Services
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Exemption Certificate Outsourcing
Send us your certificates, we’ll validate what you have and collect what you need.
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Support
Get the support you need to maximize the capabilities of your Vertex system and ensure peak performance.
Upcoming Webcasts & Events
Connect with us virtually during one of our upcoming live webcasts and join us in-person as live events are scheduled.