Collections made easyRequest certificates via scan, fax, or email. Customers can also submit certificates online or your employees can snap a photo with their phone.
Keep your files up to dateSend automated renewal requests for expiring or invalid documents to minimize delays for returning customers and reduce your risk come audit time.
Simplifies the audit processAn auditor portal gives examiners access to the specific documentation they need without having access to your whole system.
Collect certificates and apply exemptionsCollect at the point of sale, whether it's in-person, on the phone, or online.
Help customers identify the correct certificatesUse auto validation to reduce the time to verify and validate accuracy
Keep up with new collection requirementsDue to remote employees, drop shipping, inventory storage, and economic thresholds, exempt sales can trigger in some states.
Manage a secure, centralized document repositoryUse this repository for future purchases, generating reports, and referencing during audits.
Provide read-only accessYou can provide read-only access to business departments, sales teams, partners, and external auditors.