About EXEMPTAX
A SaaS platform for managing sales tax exemption certificates. It automates the collection, validation, and storage of certificates to reduce audit risk for businesses.
EXEMPTAX is a SaaS solution designed to simplify and automate the management of sales tax exemption certificates for businesses. The platform helps companies reduce their audit risk by streamlining the entire lifecycle of exemption certificates, from collection and validation to storage and retrieval. Key features include automated collection campaigns, a real-time dashboard that flags invalid or expiring certificates, and a guided workflow for customers to ensure forms are filled out correctly. EXEMPTAX integrates with popular e-commerce platforms and ERP systems such as Shopify, BigCommerce, and NetSuite. The service offers a 14-day free trial and provides paid plans for businesses with higher volumes, though enterprise pricing requires a custom quote. Support is available through a knowledge base and a ticket submission system.
Pros & Cons
- Automates the time-consuming process of collecting and validating tax exemption certificates.
- Provides a real-time dashboard to monitor compliance and identify audit risks.
- Guides customers through certificate completion, reducing errors and back-and-forth communication.
- Integrates with several popular e-commerce and accounting platforms.
- Offers a 14-day free trial to test the platform's capabilities.
- Enterprise plan pricing is not publicly listed and requires a sales demo.
- Some features, like USPS campaigns and custom branding, are paid add-ons for the Standard plan.
- The free trial is limited to 5 certificates per month.
Features
Key features
Automates customer communication with certificate collection campaigns via email and USPS.
Highlights audit risk by showing which certificates are invalid, missing, or expiring soon.
A feature called CertDash guides customers through a step-by-step process to ensure certificates are completed correctly.
Allows users to easily search and compile required documents for tax audits.
Connects with e-commerce and ERP systems like Shopify, BigCommerce, NetSuite, and QuickBooks Online.
Additional features
Allows for importing customer records via API or bulk file upload.
Provides tools to verify the validity of submitted tax exemption certificates.
Helps businesses determine where they are required to collect sales tax.
Offers a service where the EXEMPTAX team manages the certificate process for the client.
Provides an open API and support for creating tailored integrations with various systems.
Pricing
Monthly plans
- 1,000 Certificates per Year
- All US States
- 10 Users
- No Setup Fees
- Stripe Integration
- Legacy Certificate Migration
Billed as a 12-month term.
Source: vendor pricing page →Countries & Languages
Available in
Interface languages
Billing currencies
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About EXEMPTAX
A SaaS platform for managing sales tax exemption certificates. It automates the collection, validation, and storage of certificates to reduce audit risk for businesses.
EXEMPTAX Details
EXEMPTAX's In-App Market Place
Does EXEMPTAX have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- 1,000 Certificates per Year
- All US States
- 10 Users
- No Setup Fees
- Stripe Integration
- Legacy Certificate Migration
Billed as a 12-month term.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Automates the time-consuming process of collecting and validating tax exemption certificates.
- Provides a real-time dashboard to monitor compliance and identify audit risks.
- Guides customers through certificate completion, reducing errors and back-and-forth communication.
- Integrates with several popular e-commerce and accounting platforms.
- Offers a 14-day free trial to test the platform's capabilities.
- Enterprise plan pricing is not publicly listed and requires a sales demo.
- Some features, like USPS campaigns and custom branding, are paid add-ons for the Standard plan.
- The free trial is limited to 5 certificates per month.
EXEMPTAX's Support Options
Email Address
support@exemptax.comContact
+1-888-513-9367EXEMPTAX's Alternatives
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