Automate your exemption process to collect, validate, store, manage, and renew compliance documents in the cloud — securely and at scale.
There’s a better way to manage certificates.
Avalara CertCapture can help you gain complete control over the sales tax exemption certificate management process. This automated solution easily scales to fit the needs of businesses as they grow or expand into additional states. It’s the easiest, quickest way to manage your certificate process and proactively prepares you for audits, long before they occur.
Collect certificates your way
Collect and validate new certificates during checkout, whether in store, online, or in the field. Customers can also submit their information through a secure web portal, or you can send prefilled certificate requests and cover letters for them to scan, fax, or email. The CertCapture Mobile Scan App also lets your employees collect, validate, and securely store certificates using a smartphone or tablet.
Forms can be customized using your own rules and data fields, then stored in the cloud for future use.
Simplify management with automation
CertCapture syncs with your transaction tax software to automatically apply exemptions to purchases, including drop-shipments and purchase orders.
It also serves as an audit management platform by storing all your certificates in one place. Bulk export your documents, or grant auditors read-only access to your files — a special portal allows your auditor to see only the certificates they request, so you can close audits faster.
Stay ahead of expirations
CertCapture tracks expiration dates and automatically sends renewal requests before certificates expire. Existing customers can update missing information online, via fax, or by mail. Returned documents can be uploaded directly to the database.
CertCapture features and benefits
Collect and manage Forms W-8 and W-9 from independent contractors, vendors, corporations, and foreign persons working in the U.S. Even complex FATCA reporting is simplified
With a comprehensive customer mailing module, it’s easier than ever to contact your customers about their certificates.
Existing certificates can be digitized through a powerful one-step validation, mapping, and certificate intake process.
CertCapture integrates with hundreds of other solutions, from ERPs and CRMs to tax, accounting, and POS software. You can even connect CertCapture to your own in-house solution.
Whether you’ve got hundreds of certificates or thousands, pay only for the storage plan you need.
With single sign-on access, your users can leverage existing usernames and passwords to gain access.
Dynamically delivers sales tax calculations to your shopping cart or invoicing system, applying exemptions from CertCapture along the way.
Prepares and files your sales and use tax returns, remits payments, and handles related notices across multiple jurisdictions every filing cycle.
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.”
Northern Tool + Equipment
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