CertCapture

Manage your exemption certificates in the cloud.

Avalara CertCapture is a powerful management tool that creates, validates, stores, and manages sales tax exemption and reseller certificates and makes them available for easy retrieval. Having an end-to-end exemption certificate management system in place limits audit exposure and ensures that every non-taxable transaction is tracked correctly.

 

Create, collect, and retrieve exemption certificates in real time, reducing the turnaround time for customers providing certificates, accounting personnel managing them, and auditors making requests. CertCapture manages expiration dates and flags upcoming renewals to ensure accurate tax billings on invoices and to prevent order processing delays. Simple, out-of-the-box integration to sales tax systems like AvaTax reduces implementation and training costs. Download the CertCapture product datasheet.

 

With CertCapture Managed Services as an add-on service, you can take advantage of a complete, automated end-to-end solution. Free up your staff’s time to focus on critical tax reporting. The Avalara managed service team are experts on the sales tax exemption certificate process and can monitor your account to contact customers with expiring certificates and review the incoming documents for improved audit resolution. Never worry about your certificate process again.

Features

Renewal Management

Avalara CertCapture automatically tracks certificate expiration dates and can proactively send renewal requests for certificates about to expire or marked as invalid.

Collection Wizard

Online, rule-based wizard automates the paperless collection of certificates and ensures you only collect valid certificates.

Storage / Retrieval

All collected certificates are stored digitally in a central database to dramatically speed tax-exempt transaction processing and simplify audit preparation and defense.

Certificate Request

Send one or one thousand certificate requests with the click of a button. Avalara CertCapture automatically queues certificate renewal requests for certificates that are about to expire or are invalid.

Start using CertCapture

First, describe your sales tax situation. Then, we will provide you with the proper tools and software that will meet your specific needs.






For more details:

(877) 780-4848

Sales tax is what we do, and we want to share our knowledge.

Product Demo

“CertCapture automates the exemption certificate process, and integrates seamlessly with AvaTax Calc, and…”
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Whitepaper

“Reduce non-taxed transaction audit risk, increase staff productivity and improve the sales-tax-exempt…”
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Customer Story

“I’m not in the business of researching tax laws. I’m in the business of selling cyber security and…”
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