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Exemption Certificate Management
Collect, validate, verify, and renew exemption certificates with automated compliance and audit-ready storage.
What is Exemption Certificate Management?
Collect, validate, verify, and renew exemption certificates with automated compliance and audit-ready storage.
Product typeTax & Financial Reporting
PricingAvailable in Pro plan (custom pricing). Free up to 50 certificates included. · Subscription
Deployment
APINot available
What teams use Exemption Certificate Management for
US sales tax compliance
Global VAT compliance
Nexus threshold monitoring
Sales tax registration
Sales tax filing and remittance
Exemption certificate management
Real-time tax rate calculation
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
Data encrypted at rest
Data encrypted in-transit
MFA required for critical services
Penetration testing performed (Q1 2025)
Incident response policy established
Data management and retention policy established
WAF used
VPN used
Automated backups enabled
Disaster recovery plans tested
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
