Capture and validate certs at the moment of sale
Eliminate manual tracking and reduce missing documentation
Get alerts for missing, expired, or invalid certs in real time
Link every cert to its transaction, customer, and exemption type
Trigger cert collection automatically without stress
Keep exemptions clean without dragging ops into every deal
SmartExempt brings structure to the most overlooked part of your sales tax process—without slowing down onboarding, billing, or compliance.
Step 1: Connect to Your Systems
SmartExempt integrates with your ERP or billing platform to sync customer and transaction data in real time.
Step 2: Capture Certificates at the Right Moment
Trigger cert collection automatically during onboarding, checkout, or contract signing, through guided forms or API calls.
Step 3: Validate & Organize
Certificates are auto-validated for format, jurisdiction, and expiration, then stored in a centralized cloud system, ready for lookup or reporting.
Step 4: Track What’s Missing
Get real-time alerts for gaps, expirations, or invalid certs so you’re not scrambling during an audit.
Step 5: Report With Confidence
SmartExempt logs every action, decision, and document, giving you full audit trails, clean dashboards, and no more guesswork.
Connect to your ERP, CRM, ecommerce platform, or tax engine without rerouting your process.
Explore how CereTax supports your sales tax automation and exemption management needs by industry
