Collect, store, manage, and renew tax documents from your vendors and buyers safely in the cloud, instead of dealing with a mess of digital or paper files.
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.
CertCapture syncs with your transaction tax software to automatically apply exemptions to purchases. Now that’ll keep customers happy.
Easy does it
CertCapture collects and validates new certificates during checkout, or allows 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.
CertCapture features and benefits
Quickly create prefilled certificate requests and cover letters, and send to customers.
Gather certificate data — including signatures — entirely online, or via scan, fax, or email.
Whether you’ve got hundreds of certificates or thousands, pay only for the storage plan you need.
CertCapture tracks expiration dates and sends renewal requests before certificates expire.
Automatically exempt purchases for customers who have a valid certificate on file.
Leave certificate management to Avalara, from entry and validation to inbound inquiries, reporting, and more.
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
See how easily our solutions work with your business applications.
Curious how we help with your specific tax challenges? Just ask.
Get direct help with your most pressing questions about tax software.