Our AI agent scans incoming certificates, extracts key details, checks for completeness, and flags issues before you decide whether to auto-save or manually review.

Yes. Avalara Exemption Certificate Management automatically and efficiently increases the validation accuracy of your exemption certificates.

Requesting certificates for prior purchases is time-consuming, inconvenient, and can delay order processing. In addition, you may end up exempting tax based on an expired, invalid, or incomplete certificate, which can put you at risk during an audit.

Avalara Exemption Certificate Management is designed for companies that manage a large number of exemption certificates, from smaller manufacturers to enterprise organizations. It easily scales with business changes and growth.

Avalara Exemption Certificate Management consolidates paper and digital certificates into a single, easily accessible document repository. Any certificates you need to collect for future purchases can be processed automatically at the point of purchase, and you can set reminders for expiring certificates and run campaigns for automated collection. This helps improve the customer experience and reduce the workload for your employees.

Determining whether a customer is taxable is a part of the sales and invoicing process for exempt sellers. Avalara AvaTax and Avalara Exemption Certificate Management work together to properly assess the taxability of a transaction, verify whether a current certificate is on file, and apply the tax or exemption accordingly.

Avalara Exemption Certificate Management also supplies information for reporting and works with Avalara returns products for returns preparation and filing.