Sales Tax Exemption Certificate Management

We Handle Certificate Compliance

States across the country are aggressively auditing for sales tax compliance. We can minimize your risk while replacing a labor-intensive, expensive process.

Most companies obtain sales tax certificates manually, one at a time, file hard copies, and then attempt to follow-up to replace them on expiration. This is error-prone and expensive. We have the solution. Carixa robotic process automation maximizes results, eliminates overhead expense, improves compliance and reduces audit penalties so you can stop overpaying sales tax.

Exemption certificate management

Exemption certificate software eliminates headaches, labor and costs

Our sales tax exemption certificate management software eliminates the headache, labor, and cost of collecting and maintaining sales tax certificates by combining our efficient back-office operations with cutting-edge Carixa™ technology employing RPA/AI for optimum effectiveness.

You get a comprehensive solution that eliminates the time spent requesting, collecting, updating, and storing certificates – while maximizing compliance and minimizing your risk.

Customized Services Generally Include:

  • Set up of customer list, rules, workflow and access permissions, with new customers uploaded as they occur.
  • Obtaining your sales tax certificates and monitoring for expiration.
  • Scanning or digital capture of documents, as well as indexing and archival.
  • Monitoring and renewal of certificates upon expiration.
  • On-line access to certificates and their histories.
  • Management reports, dashboards and control documents.

Implementation takes only a couple of weeks. Call us to find out how to get started.

Related Content: Carixa Automated Cash Application Video

Contact us to learn more about how this Carixa module can function independently or as part of a total Carixa Accounts Receivable software solution.

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