Anytime access

Avoid audit nightmares by having all your certificates in one place, just a few clicks away. Bulk export your documents, or grant auditors read-only access to your files.

Smart exemptions

CertCapture syncs with your transaction tax software to automatically apply exemptions to purchases. Now that’ll keep customers happy.

Easy does it

Collect and validate new certificates during checkout, or allow customers to submit their information online. For expiring or invalid documents, send automated renewal requests.

Check all the boxes

Be sure the certificates you collect contain all the right details. Apply your own rules and data fields to improve reporting and close audits faster.

Features and benefits
Request

Quickly create prefilled certificate requests and cover letters, and send to customers.

Collect

Gather certificate data — including signatures — entirely online, or via scan, fax, or email.

Store

Whether you’ve got hundreds of certificates or thousands, pay only for the storage plan you need.

Renew

CertCapture tracks expiration dates and sends renewal requests before certificates expire.

 

Integrate

Automatically exempt purchases for customers who have a valid certificate on file.

 

Rebalance the load

Leave certificate management to Avalara, from entry and validation to inbound inquiries, reporting, and more.

Works with
Avalara AvaTax

Dynamically delivers sales tax calculations to your shopping cart or invoicing system, applying exemptions from CertCapture along the way.

Avalara Returns

Prepares and files your sales and use tax returns, remits payments, and handles related notices across multiple jurisdictions every filing cycle.

Implementation service

With personalized training and configuration support, you can rely on our professional team to set you up for success with CertCapture, or any Avalara product.

Hear from our customers


“We decided on Avalara CertCapture. It made it so that our retail stores could be more assured of collecting valid certificates using the online step-by-step wizard.”
 

James Palmer
Northern Tool + Equipment

Connect with Avalara
Explore

See how easily our solutions work with your business applications.

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