Compliance Document Management

Improve compliance with fast and easy exemption certificate management

Curious about how exemption certificate automation can help your business?

Schedule a call
Compliance Document Management

Improve compliance with fast and easy exemption certificate management

Curious about how exemption certificate automation can help your business?

Schedule a call

5 steps to exemption certificate compliance

STEP

01

Add customers and certificates with 1,200+ signed partner integrations and a robust API.

STEP

02

Request certificates from customers via email, mail, or collect them using our web portal.

STEP

03

Review and validate certificates automatically.

STEP

04

Manage expiring certificates through automated settings and reports.

STEP

05

Be prepared for potential audits with comprehensive reporting and research.

STEP
01

Add customers and certificates with 1,200+ signed partner integrations and a robust API.

STEP
02

Request certificates from customers via email, mail, or collect them using our web portal.

STEP
03

Review and validate certificates automatically.

STEP
04

Manage expiring certificates through automated settings and reports.

STEP
05

Be prepared for potential audits with comprehensive reporting and research.

Why you should manage exemption certificates with Avalara

Improve customer experience

Create better purchase experiences for customers and reduce headaches for your team

Collect certificates and apply exemptions at the point of sale whether it’s in-person, on the phone, or online.

Help customers identify the correct certificates and use auto-validation to reduce the time to verify and validate accuracy.

Streamline certificate collection and speed up sales times.

Apply exemptions automatically when a valid certificate is on file to reduce credits and rebilling.

Let customers upload existing certificates or submit information to generate new ones.

SATISFY COMPLIANCE REQUIREMENTS

Easily track and maintain your certificates and documents

Keep up with new collection requirements due to remote employees, drop shipping, inventory storage, and economic thresholds, which exempt sales can trigger in some states.

Manage a secure, centralized document repository to use for future purchases, generating reports, and referencing during audits.

Get alerts when documents are expiring and automatically generate renewal request emails.

Confirm certificates are valid at the point of collection without needing more resources.

Provide read-only access to business departments, sales teams, partners, and external auditors.

BOOST RESOURCE EFFICIENCY

Manage compliance as you scale, with flexibility for your team and changing tech stack

Keep all required documents up to date in a secure, central location accessible to multiple departments, business systems, and remote employees.

Improve cash flow by reducing tax calculation errors that can result in rebilling and delayed orders.

Increase accuracy and reduce staff workloads with auto-validation.

Integrate your common ERP, CRM, accounting, and other systems with our signed partner integrations.

TRACK ECONOMIC NEXUS FOR EXEMPT SALES

Together with Avalara AvaTax, monitor potential sales tax obligations and maintain compliance

Nexus, a connection that creates a sales tax obligation in a state, is triggered by the dollar amount or number of sales you have in a state. This is your nexus threshold. In some cases, even exempt sales count toward economic nexus thresholds. Know where you may owe sales tax in new states, even for exempt transactions.

Keep up with business growth by tracking where you may have triggered nexus.

Collect the exemption certificates you need from customers in new states.

Create, store, and manage exemption certificates in all states where you may owe sales tax.

See what our customers have to say

FEATURED CUSTOMER STORY
Zillow

   Tax Challenges

  • Process inefficiency
  • Exemption management
  • Compliance risk

   Results

  • Improved processes
  • Increased compliance
  • Integrated systems

Having these processes automated is vital as we continue to grow.

—Sarah Musser, Operations Manager

FEATURED CUSTOMER STORY

Bartlett Bearing Company, Inc.

   Tax Challenges

  • Process inefficiency
  • Exemption management
  • Compliance risk

Results

  • Improved processes
  • Increased compliance
  • Integrated systems
FEATURED CUSTOMER STORY

Bartlett Bearing Company, Inc.

Tax Challenges

Process inefficiency

Exemption management

Compliance risk

Results

Improved processes

Increased compliance

Integrated systems

Dylans Candy Bar
Discogs
Threads
Duo
Hickory Farms
Moroch
Pacon
Oxbo
JL Marine
Lionel Racing
Yes Way
Inovonics

Products to simplify the compliance document management process

Avalara AvaTax Exemptions

Exemption management through our core calculation product

Only have a few exemptions to manage? Try Avalara AvaTax Exemptions, included with Avalara AvaTax. It’s ideal for businesses that need quick processing for invoicing without the need to attach, store, and manage certificate images.

Apply tax exemptions quickly and easily.

Get basic exemption services with no-touch onboarding.

Avalara Exemption Certificate Management (ECM) Essentials

Basic automation for document storage and management

ECM Essentials is a powerful AvaTax product add-on for businesses that want to capture and store certificates electronically while tracking expiration dates.

Easily send requests for certificates and apply tax exemptions.

Generate basic reporting of certificate status.

Manage exemption rules, exposure zones, and expiration dates.

Get started quickly with no-touch onboarding.

Avalara Exemption Certificate Management (ECM)
Pro

Automation for more complex document management processes

ECM Pro is a next-generation product that improves compliance efficiency and audit preparedness. Available as a standalone product that integrates with AvaTax or other tax engines to help collect, verify, store, and update exemption certificates. It also gives you access to vendor certificate management, the exemption tax help content library, and the Avalara Tax Research content library.

Automate compliance-related administrative tasks, such as validating and reporting.

Recognize incorrect forms and information with optical character reading and machine learning.

Digitize paper documents and attach exemption certificates directly to customer records, whether in-person or online.

Create campaigns for bulk certificate requests from targeted customer groups.

Get thousands of prebuilt forms with rules and logic that drastically reduce the need for expertise.

Avalara Exemption Certificate Management (ECM) Pro

Automation for more complex document management processes

ECM Pro is a next-generation product that improves compliance efficiency and audit preparedness. Available as a standalone product that integrates with AvaTax or other tax engines to help collect, verify, store, and update exemption certificates. It also gives you access to vendor certificate management, the exemption tax help content library, and the Avalara Tax Research content library.

Automate compliance-related administrative tasks, such as validating and reporting.

Recognize incorrect forms and information with optical character reading and machine learning.

Digitize paper documents and attach exemption certificates directly to customer records, whether in-person or online.

Create campaigns for bulk certificate requests from targeted customer groups.

Get thousands of prebuilt forms with rules and logic that drastically reduce the need for expertise.

Coming soon:
Avalara Exemption Certificate Management (ECM) Enterprise

Advanced document management, ideal for businesses with high exemption volume and complex needs

ECM Premium offers all the features of ECM Pro, with an even higher level of configurability, integrating with AvaTax as well as third-party tax calculation engines and other business systems.

Configure options for the flexibility required to meet complicated enterprise needs.

Gain efficiency at scale with automation and autoverification.

Respond to audit requests with on-demand documentation for complete compliance confidence.

Enable in-store collections and verification from mobile devices or web-based point-of-sale systems.

Accommodate complex workflows and collection with omnichannel integration.

Choose the right exemption management option based on the needs of your business

 


ECM Essentials

Get started


ECM Pro

Get started

Coming soon
ECM Premium

Get started

Apply customer exemptions
Digitize certificates
Store certificates as images
(up to 1,000)

(unlimited)

(unlimited)
Search and generate reports
Collect with Avalara Exemption
Certificate Express
Manage renewals
(single requests only)

(automated requests)

(automated requests)
Integrate with Avalara AvaTax
Available as a standalone product  
Expanded API implementation  
OCR certificate review and validation  
Bulk certificate requests  
State tax ID validation  
Exemption tax help content library  
Access to Avalara Vendor Exemption
Management (product fees apply)
 
Configurable emails and templates  
(enhanced)
Available ecommerce integration  
Available retail integration    
Advanced search options    
Configurable reports    
Configurable exemption rationale    

Avalara Vendor Exemption Management

Help save time and improve efficiency with Avalara Vendor Exemption Management

It costs time and money to manually manage exemption certificates. Incorrect certificates can result in tax overpayment and put vendors at risk. Avalara Vendor Exemption Management helps you save time, protect customers, and improve efficiency.

Securely collect, store, and manage exemption certificates.

Increase supply chain agility to help avoid product delivery delays.

Reduce risk of incorrect exemption certificates.

Centralize storage of exemption certificates for easy access.

Manage information for basic vendor accounts.

Create and send documents to vendors.

Report on outgoing certificates.

CertExpress

Take advantage of this free tool to help increase client satisfaction

Empower buyers to create and distribute sales tax exemption certificates to help save time and avoid invalid certificates.

Request certificates from customers.

Automate certificate creation for buyers.

Reduce friction in exchanging documents between buyers and vendors.

Minimize purchasing delays by proactively updating certificates before they expire.

Integrate with existing business systems to help make filing fast and easy.

CertExpress

Take advantage of this free tool to help increase client satisfaction

Empower buyers to create and distribute sales tax exemption certificates to help save time and avoid invalid certificates.

Request certificates from customers.

Automate certificate creation for buyers.

Reduce friction in exchanging documents between buyers and vendors.

Minimize purchasing delays by proactively updating certificates before they expire.

Integrate with existing business systems to help make filing fast and easy.

Features and benefits

Published and standardized APIs

Proactive collection during checkout

Efficient auto-validation

Secure, wizard-based customer portal with digital signature

Single sign-on access through identity management programs

Integrated search to access any certificate

Published and standardized APIs

Proactive collection during checkout

Efficient auto-validation

Secure, wizard-based customer portal with digital signature

Single sign-on access through identity management programs

Integrated search to access any certificate

Frequently asked questions

Though many ERPs support document attachments within a customer record, they can’t apply the information in the document to customer transactions.

During an audit, access the certificates you need with just a few clicks.

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. This helps improve the customer experience and reduce the workload for your staff.

The time it takes to implement Avalara Exemption Certificate Management depends on the number of certificates you need to migrate, the number of customers in your system, and the number of entities within your business. To find out more, contact one of our exemption experts who can give you an estimate.

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.

Pricing depends on several factors that are unique to each business. The cost consists of a one-time setup fee, charges related to the number of certificates you manage, and any professional services you use for implementation. To get an estimate, contact one of our exemption experts. They’ll talk to you about your business and recommend a solution based on your needs.

Our exemption certificate experts are available to help you migrate from manual processes to the automated world. Choose the level of support you need, ranging from a standard plan to customized implementation.

Streamline your exemption certificate management process

Learn how Avalara can help you save time and reduce audit risk by simplifying how you handle exemption certificates. Speak with a tax solution specialist today.

Streamline your exemption certificate management process

Learn how Avalara can help you save time and reduce audit risk by simplifying how you handle exemption certificates. Speak with a tax solution specialist today.