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.
Digitize, store, and access the sales and use tax documents needed to improve compliance and streamline audit defense.
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.
Manage tax documents with our integrated tools and services. Collect, digitize, store, archive, search, and report on all your tax-relevant documentation.
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.
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 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.
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.
Send us your certificates, we’ll validate what you have and collect what you need.
Get the support you need to maximize the capabilities of your Vertex system and ensure peak performance.
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