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Avalara Exemption Certificate Management
Avalara Exemption Certificate Management

Avalara Exemption Certificate Management

ProductOperating Status: Currently Offered

Avalara Exemption Certificate Management helps business tax teams collect, validate, and track customer exemption certificates.

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Overview
Analysis
News

Avalara Exemption Certificate Management helps businesses request and collect customer exemption certificates through email, postal mail, or a web portal, then digitize, validate, and store them with customer records. Its AI-assisted validation scans submissions for missing or inaccurate information and extracts certificate details, while reports and automated settings support expiration tracking and renewal workflows.

The product connects certificate data with Avalara tax calculation and return workflows and can also be used with third-party tax engines. Avalara offers Essentials, Pro, and Premium tiers, with options varying in collection automation, validation, reporting, configuration, integrations, and support for complex or multi-entity operations.

Classification

Industry
  • Tax Software
Ownership
  • Corporate
Technology
  • AI
Geographic Exposure
  • Americas
Model
  • SaaS
Revenue
  • Subscription
  • Transactional
Customer
  • B2B
Tags
  • Artificial Intelligence
  • B2B
  • Enterprise SaaS
  • SaaS
  • Tax Technology

Direct Competitors

  • EXEMPTAX

    EXEMPTAX logo

    CertDash, EXEMPTAX Exemption Certificate Management

    exemptax.com

  • Numeral

    Numeral logo

    Numeral ECM

    numeral.com

  • Vertex

    Vertex logo

    Vertex Certificate Center

    vertexinc.com

AttributeAvalara Exemption Certificate ManagementCertDash, EXEMPTAX Exemption Certificate ManagementNumeral ECMVertex Certificate Center
ProviderAvalaraavalara.com8.4B raisedEXEMPTAXexemptax.comNumeralnumeral.com157.5M raised · Series CVertexvertexinc.com
Founded2004201920221978
Sells ToB2BB2B, EnterpriseEnterprise, Small BusinessBusiness
Pricing ModelSubscription, TransactionalRecurring, SubscriptionRecurring, SoftwareB2B SaaS
OwnershipCorporatePrivate, Privately HeldVenture CapitalCorporate
Avalara Exemption Certificate Management

Provider Avalaraavalara.com8.4B raised

Founded 2004

Sells To B2B

Pricing Model Subscription, Transactional

Ownership Corporate

CertDash, EXEMPTAX Exemption Certificate Management

Provider EXEMPTAXexemptax.com

Founded 2019

Sells To B2B, Enterprise

Pricing Model Recurring, Subscription

Ownership Private, Privately Held

Numeral ECM

Provider Numeralnumeral.com157.5M raised · Series C

Founded 2022

Sells To Enterprise, Small Business

Pricing Model Recurring, Software

Ownership Venture Capital

Vertex Certificate Center

Provider Vertexvertexinc.com

Founded 1978

Sells To Business

Pricing Model B2B SaaS

Ownership Corporate

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