Vertex Exemption Certificate Manager

Store, view, and analyze tax exemption certificates in a single repository.

Load digital certificates, and access all your exemption certificate data through your browser. Easily track expiration dates and automate renewal requests. Vertex ECM provides a centralized, real-time database that you can maintain from any location.

Keep processes moving to improve efficiency.

A user portal lets you automate workflows for certificate requests and renewals, as well as reporting for compliance and audit.

Reduce certificate errors and improve compliance processes.

Vertex ECM tracks and calculates expiration dates, recommends updates, and validates certificate number format. Monitor compliance more efficiently with essential information about your entities and customers.

Set up automated reminders for certificate renewals.

When a certificate is incomplete or due for renewal, use Vertex ECM to generate a letter or email to the customer. Automated reminders can be sent in bulk to any number of customers when expirations are approaching.

Deploy through a web-based architecture.

Make real-time information available to stakeholders located anywhere. With a scalable, multi-tiered configuration, Vertex ECM is the perfect solution for large-scale deployments and decentralized organizations.