Avalara Exemption Certificate Management
Automate the collection, validation, and management of sales tax exemption certificates.
Executive Summary
Avalara Exemption Certificate Management (ECM) automates the entire lifecycle of exemption certificates, from collection to storage and renewal. It helps businesses reduce audit risk, improve compliance, and free up staff time by eliminating manual processes. The solution integrates with existing business systems to streamline workflows and ensure accurate application of tax exemptions. ECM offers different tiers (Essentials, Pro, Premium) to cater to varying business needs, from basic management to advanced features like automated certificate requests and expiration tracking. It helps businesses maintain a comprehensive, audit-ready repository of certificates, ensuring they can confidently prove tax-exempt sales and avoid penalties.
Use Cases
- Automating the collection of new exemption certificates from customers.
- Centralizing the storage and organization of all exemption certificates for audit readiness.
- Tracking and managing certificate expiration dates to ensure timely renewals.
- Validating certificate accuracy and completeness to reduce compliance risk.
- Integrating with sales and ERP systems to automatically apply exemptions to transactions.
Features
Visibility
- Centralized Certificate Repository: A secure, cloud-based repository for storing and managing all exemption certificates.
- Expiration Tracking & Alerts: Automated tracking of certificate expiration dates with proactive alerts for timely renewals.
Technical Specifications
- Architecture
- Cloud-based SaaS architecture, leveraging robust APIs for integration.
- Deployment
- SaaS
- API Available
- Yes
Infrastructure
- AWS
Security & Compliance
Certifications: SOC 2
Encryption: Data encrypted in transit and at rest.
Pricing
- Model
- Subscription-based, tiered by volume of exemption certificates managed.
- Starting Price
- Contact sales
- Target Customer
- SMB,Mid-Market,Enterprise
- Free Trial
- No
About Avalara
Avalara is a leading provider of cloud-based tax compliance automation software. Its flagship product, Avalara AvaTax, serves as a core tax calculation engine, helping businesses automate sales tax, VAT, and other transactional tax compliance globally.
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