Pricing Tailored For Your Business

If you are not able to present a valid exemption certificate, you may be liable for the sales tax you did not collect, as well as potential interest and penalties. If you decide to accept exemption certificates, you should ensure to apply the correct validation process and store your certificates for easy access for future audits.

Our CertDash document flow allows your customers to select the right exemption form to complete, and guides them through an easy to understand, step by step online workflow. This process ensures that only completed and signed certificates will be sent back to you. Eliminate the hassle of having to deal with incomplete forms ever again and make the life of your customers that much easier. A win-win for everyone!

If you don’t store valid email addresses in your customer records, or if your customers are not responding to emails, USPS campaigns offer another channel of communication to request missing exemption certificates. With USPS campaigns, your customers are mailed an access code which allows them to digitally submit their certificates.

Yes. Every EXEMPTAX account comes with a pre-loaded set of default validation rules for most supported states and forms. However, since every business is different, validation rules should always be vested against your specific needs and requirements.

Audits can be stressful events to any organization, especially when you are asked to produce specific exemption certificates received years ago. With EXEMPTAX’s Report Builder, you can easily compile a list of required audit documents, and quickly disseminate them to your Auditor.

Yes. Simply contact us with your requirements, and we’d be glad to provide you a discounted quote for an annual plan.

Yes. You can easily migrate your old exemption certificates into EXEMPTAX via our Jumpstart Add-On Service. Simply contact us with your requirements and we’ll get you migrated in no time.