Automate your customer exemption certificate process
Aberdeen Research found that exemption certificates are among the most time-consuming and costly challenges facing tax, finance and IT teams. Wayfair only amplifies these challenges.
Want to get exemption certificates completely off your plate?Add managed services for exemption certificates. Our U.S.-based support team will complete the entire exemption certificate process for you.
CertManager helps you:
Get your existing certificates in order.
Quickly import all customer and exemption data and certificate images in minutes to begin identifying gaps in your process.
Eliminate documentation gaps.
Use email tools to create lists of customers with missing, invalid or expiring certificates and easily request valid replacements.
Simplify customer onboarding.
Streamline new customer onboarding with simple email tools that allow customers to easily submit certificates to expedite order processing.
Validate exemptions in real time.
Integrate with your CRM to ensure you have valid customer documentation before you provide tax exemptions. Automatically check for existing certificates and instantly calculate accurate tax on complex transactions.
Reduce audit risk with complete visibility.
You'll always know which certificates are valid, which are missing and which may be about to expire. When you can easily find and produce certificates in case of audit, you eliminate virtually any documentation gap that could increase your risk.
Lift the burden of exemption certificates
With TaxDo’s managed services for exemption certificates, our U.S.-based support team will complete the entire exemption certificate process for you.
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