Exemption Certificate Management


Your exemption certificates need some tweaking or a major overhaul – or something in between. You may have a bunch of certificates that are expired or invalid, or have fallen into a black hole. You may need to put a process in place that crosses departments, such as between customer service and tax. Whatever the problem, you know that if your exemption certificates are not 100% during an audit, the results can be devastating.

Our Solution

We will analyze your current procedures – what’s working and what’s not - and make recommendations to best suit your needs. Your company is unique, so your exemption certificate solution should be too. We work with you and your team to develop the most efficient and cost-effective way to efficiently handle exemption certificate management.

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WHAT our clients SAY

We have worked with countless clients in every scenario imaginable. Read what they have to say.

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want more insight?

Here's what our sales tax geeks suggest:

"In today's post-Wayfair world, not having valid exemption certificates from customers can be a costly risk."

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