Sovos CertManager is a tax exemption certificate management software designed to streamline the process of handling customer exemption certificates, thereby reducing the risk of audits and ensuring compliance
Improper management of exemption certificates can lead to audit issues. States are increasingly stringent about exemption certificate audits, emphasizing the importance of proper documentation.
Sovos CertManager
provides businesses with a centralized, automated solution for managing sales tax exemption certificates, reducing audit risk and ensuring compliance.
Quickly import all customer and exemption data and certificate images in minutes to begin identifying gaps in your process.
Use email tools to create lists of customers with missing, invalid or expiring certificates and easily request valid replacements.
You'll always know which certificates are valid, missing and due to expire with our automated exemption certificate solution.
Integrate this exemption certificate management software with your CRM to ensure you have valid customer documentation before you provide tax exemptions.
Streamline new customer onboarding with simple email tools that allow customers to easily submit certificates to expedite order processing.
Sovos CertManager is estimated to reduce the time spent tracking down valid customer exemption certificates at auditor request from six weeks to one day.
For growing businesses with increasing obligations, it’s essential to stay compliant throughout the exemption certificate management process.
With Sovos’s managed services for exemption certificates, our U.S.-based support team will complete the entire exemption certificate process for you.
