Automate your exemption certificate management process to collect, validate, store, and renew compliance documents in the cloud — securely and at scale.
A better way to manage exemption certificates
Gain complete control over sales tax exemption certificate management. Avalara CertCapture scales to fit business needs as they grow or expand into additional states. It’s the easiest, quickest way to manage your exemption certificate process and be prepared for audits, long before they occur.
Collect exemption certificates your way
Collect and validate new sales tax exemption 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 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.
Exemption 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 tax exemptions to purchases, including drop-shipments and purchase orders.
It also serves as an audit management platform by storing all your exemption 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 exemption certificates they request, so you can close audits faster.
Stay ahead of certificate expiration dates
CertCapture tracks expiration dates and automatically sends renewal requests before exemption 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
Stay in touch
With a comprehensive customer mailing module, it’s easier than ever to contact your customers about their certificates.
Turn paper to pixels
Existing certificates can be digitized through a powerful one-step validation, mapping, and certificate intake process.
Scaling price plans
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