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Avalara Exemption Certificate Management›
Analysis
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
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Research Notes

  • Avalara Exemption Certificate Management brings certificate intake, storage, validation, and expiration tracking into one workflow linked to customer records. The product page describes submissions through a guided portal or email and postal outreach, plus AI-assisted scans for missing or inaccurate certificate details and extraction of key information.

    The published offering also describes integration with AvaTax and support for other tax engines through integrations and APIs. Essentials, Pro, and Premium packages provide different levels of collection automation, validation, reporting, and configurability, allowing buyers to select a workflow aligned with their certificate volume and operational complexity.

  • Avalara’s Exemption Certificate Management includes tiered subscription plans, with Essentials, Pro, and Premium options. An ECM terms document describes subscription periods as annual and explains that billing depends on the highest count of certificate images stored during the term. This identifies subscription-based pricing mechanics without implying a publicly listed ECM price.

    The published product page outlines each tier’s feature scope: Essentials covers core collection and storage; Pro adds automated collection, validation, and alerts; Premium supports more configurable workflows for complex and multi-entity operations. Avalara’s current materials direct prospective buyers to request a demonstration or sales conversation for product selection.

  • The product documentation frames the certificate lifecycle around collection, validation, tracking, and retrieval. Customers can upload digital or scanned documents, attach certificates to customer records, and use portal, email, or postal workflows to collect missing documents. Automated settings and reports support monitoring expiration dates and renewing certificates.

    Avalara presents three principal ECM tiers: Essentials for core collection and storage, Pro for additional automation and validation, and Premium for more complex configuration and multi-entity needs. Product materials describe integrations with AvaTax and other tax engines, while feature availability varies by tier; the dated release notes provide version-specific updates separately from these durable capabilities.

  • Avalara’s Exemption Certificate Management (ECM) organizes exemption-document collection, validation, storage, and renewal tracking in workflows connected to tax calculation and returns. Customers can upload digital or scanned documents, collect forms by portal, email, and postal outreach, and link them to customer records; its validation assistant checks documents for missing or inaccurate information and extracts key data.

    ECM Essentials covers core collection and storage, while Pro adds automation, validation, dashboards, and alerts; Premium adds configurability and controls for complex, multi-entity workflows. Avalara’s product materials describe integration with AvaTax and the option for ECM Pro or Premium to run with a third-party tax engine, with APIs supporting custom connections.