CertCapture

Summary

CertCapture

Automated Tax Exemption Certificate Management

Developer:Avalara

Overview

Avalara CertCapture

Avalara CertCapture

Exemption certificate management for businesses, customers, and vendors

Features and Benefits

Collections made easy

Request 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 date

Send automated renewal requests for expiring or invalid documents to minimize delays for returning customers and reduce your risk come audit time.

Simplifies the audit process

An auditor portal gives examiners access to the specific documentation they need without having access to your whole system.

Collect certificates and apply exemptions

Collect at the point of sale, whether it's in-person, on the phone, or online.

Help customers identify the correct certificates

Use auto validation to reduce the time to verify and validate accuracy

Keep up with new collection requirements

Due to remote employees, drop shipping, inventory storage, and economic thresholds, exempt sales can trigger in some states.

Manage a secure, centralized document repository

Use this repository for future purchases, generating reports, and referencing during audits.

Get alerts when documents are expiring

You can also automatically generate renewal request emails.

Provide read-only access

You can provide read-only access to business departments, sales teams, partners, and external auditors.

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