Manage Exemption Certificates Easily and Accurately


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Exemption certificates present a complex and time-consuming challenge for businesses, impacting several key departments. Yet, for all the work that goes into them, most exemption management processes are filled with holes. This makes businesses highly vulnerable, as exemption certificates are one of the first places auditors look.

Backed by the Intelligent Compliance Cloud, Sovos CertManager reduces burdens and safeguards businesses from risk and penalty exposure by automating both customer exemption certificate management and real-time verification.

How Sovos’ CertManager works for you

  • Eliminate Documentation Gaps

    Easily drag, drop, and import certificate PDFs in seconds. Then, validate certificates and capture all critical exemption data . Update customer information directly within your existing ERP or CRM system. And manage multiple business units in a single, secure solution.

  • Reduce Audit Risk

    Drive specific customer and transaction tax exemptions based on the presence of a valid certificate. Identify invalid certificates in seconds. Rapidly retrieve needed certificates by state, customer or exemption type. Develop and demonstrate a thorough documentation process that minimizes errors, credits, corrections, and overall audit exposure.

  • Real-Time Certificate Validation

    Check for existing certificates during the transaction process automatically. Calculate accurate tax on complex transactions instantly, accounting for exemptions or flagging missing certificates.

  • Request Updated Exemption Certificates

    Proactively let your customers know when they need to update or replace expiring exemption certificates before sales and use tax errors may occur.

Learn about how CertManager helped the Bridgestone tax team

"Sovos CertManager is a very user-friendly system that is saving us time and effort, not only making exemption certificate management a much more efficient process, but I believe will continue to reduce our audit costs."

Andrew Snowden

Controller, Bridgestone HosePower