SmartExempt / Exemption certificate management software
Collect and validate certificates, track renewals, and connect exemptions to your billing workflow. Give your team one place to manage it all.
Walk through certificate collection, validation, and your team's billing workflow.
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Companies that run on CereTax
01 / The certificate workflow
Follow each certificate through the work your team needs to do.
01
Request certificates from customers and bring existing records in through bulk uploads or the API.
02
Review validation results and identify missing documents and upcoming renewals.
03
Link certificates to customers and exemption decisions so your team can trace the record behind a sale.
Certificate → Customer → Sale
Illustrative workflow
Sample certificate record
One record. A clear next step.
Workflow illustration with sample data.
Discuss your ERP, billing platform, and existing certificates in the demo. We'll walk through the connection and migration requirements for your setup. View our full list of integrations
02 / People in your corner
“The process was very easy, and the team was exceptionally responsive and knowledgeable.”
Lina Pinskaya
Controller, Ideal Living
On Ideal Living's CereTax integration with Dynamics 365 Business Central.
03 / A few practical questions
SmartExempt supports bulk uploads and API submissions. The demo can cover how your current records and customer data would move into the platform.
Checks cover certificate format, jurisdiction match, and expiration where applicable. Walk through your certificate types and review requirements with the team.
CereTax integrates with platforms that move more than $4 trillion in transactions each year, including leading ERP and billing systems such as NetSuite, Dynamics 365, QuickBooks Online, Salesforce, and Stripe. Connectors and the API cover most setups. We'll confirm the approach for yours on the call.
A walkthrough of collection, validation, certificate status, and the connection to billing, with time to discuss your systems and questions.
Start with a walkthrough of SmartExempt.
Ready when you are.
Get a demo