Avalara Exemption Certificate Management is a comprehensive SaaS solution designed to automate and simplify the process of managing tax exemption certificates. It offers features for collecting, storing, validating, and renewing certificates, helping businesses reduce risk, improve efficiency, and ensure compliance with tax regulations.

Key Features

Automated Certificate Management Streamlines the entire lifecycle of exemption certificates

• Automates creation, collection, storage, retrieval, and renewal of certificates
• Tracks expiration dates and sends automated renewal requests

Integration and Accessibility Seamlessly connects with other systems and provides easy access to documents

• Integrates with Avalara AvaTax for accurate tax calculations
• Stores certificates in a secure, centralized location accessible to multiple departments and external auditors

Validation and Compliance Tools Ensures accuracy and reduces risk of non-compliance

• Offers OCR certificate review and validation
• Provides state tax ID validation and an exemption tax help content library

Benefits

Improved Efficiency Reduces manual work and streamlines processes

• Implements automated workflows to increase efficiency and reduce errors
• Allows focus on revenue-generating tasks rather than administrative work

Enhanced Compliance Minimizes risk and improves audit readiness

• Reduces the risk of inaccurate, invalid, or missing documents
• Provides quick access to certificates during audits with just a few clicks

Better Customer Experience Simplifies the exemption process for customers

• Streamlines certificate collection at the point of sale
• Reduces credits, rebilling, and order delays