When compared to manual processes, automating exemption certificate management simplifies operations, increases productivity, and reduces errors.
Send customers a CertExpress link to guide them through certificate creation. They can also upload existing forms for centralized storage.
ECM Essentials integrates with your existing Avalara AvaTax instance and only exempts tax on a transaction when a valid certificate has been received.
View certificate status, track renewals, find upcoming expirations, and collect new certificates to prevent sales delays.
Exemption Certificate Management Essentials automates compliance tasks so you can streamline your exemption processes.
Keeping track of exemption certificates is crucial for compliance with tax regulations.
Features |
|
|
|
SOC 2 Type 1 and 2 compliance | |||
API and integrations available | |||
Customer exemptions and certificate storage | |||
Basic report creation | |||
Automated document validation with OCR | |||
Certificate collection campaign management | |||
Enhanced state tax ID number validation | |||
Integrated tax laws and exemption rules content | |||
Ecommerce module | |||
Exemption matrix | |||
Certificate storage | |||
Single sign-on | |||
Custom data fields, attachments, and comments | |||
Advanced search and reporting | |||
Advanced workflow features and customization | |||
Customized exempt regions and reasons | |||
Retail module | |||
Custom user roles |
With ECM Essentials, if a customer purchase is identified as an exempt sale, AvaTax will not omit tax unless exemption data or a certificate image is on file, providing more control and calculation accuracy.
Our certificate creation wizard (CertExpress) increases the accuracy of incoming certificates by asking simple questions to help customers choose the right form, for the right reasons, and the right location.
The tool also guides customers through filling out the form fields. If the form is not filled out correctly, the certificate will not be submitted.
If you receive exemption certificates outside of the portal, simply upload them into ECM Essentials. State-specific expiration dates are preset so you’ll know when to request renewals from your customers.
With ECM Essentials, you have a database of digital certificates, either submitted through CertExpress or added by your team. You can attach certificates to your customers’ accounts, allowing for easy lookup, access, and retrieval.
With ECM Essentials, you can easily run a report and view the status of certificate expiration, making it easier to identify when to request new certificates. From within ECM Essentials, you can send an email directly to your customer to request a new one.
ECM Pro is built to dramatically improve compliance efficiency, management, and audit preparedness.
Advanced features and customizable options make ECM Premium ideal for businesses with complex needs and high exemption volume.