Manage Exemption Certificates Easily & Accurately with Sovos CertManager

Aberdeen Research calls exemption certificate collection, validation and updating among the most time-consuming and costly challenges facing tax, finance and IT teams.​​

For all the work you put into exemption management – collecting, validating and storing customer exemption certificates – you should be audit proof, but most manufacturers, distributors and retailers have trouble answering basic questions, like:

  • Do you have a certificate for that customer and that exemption?
  • Is it valid and up to date?
  • If an auditor asks for it, can you easily find it?

Even before the South Dakota v. Wayfair Supreme Court decision, justifying customer tax exemptions in all the jurisdictions where you have filing responsibilities was no easy feat. Wayfair magnifies the challenge.

Backed by the Sovos Intelligent Compliance Cloud, Sovos CertManager automates your customer exemption certificate management and real-time validation as part of a fully digital end-to-end solution.

CertManager helps you:

Get your existing certificates in order.

Quickly import all customer and exemption data and certificate images in minutes to begin identifying gaps in your process.

Simplify customer onboarding.

Streamline new customer onboarding with simple email tools that allow customers to easily submit certificates to expedite order processing.

Reduce audit risk with complete visibility.

You'll always know which certificates are valid, which are missing and which may be about to expire. When you can easily find and produce certificates in case of audit, you eliminate virtually any documentation gap that could increase your risk.

Eliminate documentation gaps.

Use email tools to create lists of customers with missing, invalid or expiring certificates and easily request valid replacements.

Validate exemptions in real time.

Integrate with your CRM to ensure you have valid customer documentation before you provide tax exemptions. Automatically check for existing certificates and instantly calculate accurate tax on complex transactions.

“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