Tax and accounting

Sales tax certificate management

Automatically update exemption certificates to streamline workflow and reduce audit risk

Easily collect and track sales and use tax exemption certificates

Optimize the collection, validation, and reporting of tax exemption certificates and reduce the risk of expiring and invalid certificates.

Streamline validation and storage with ONESOURCE Certificate Manager 

Collect exception certificates and track expiration dates with automated certificate validation and renewal software that integrates into your existing tax management systems:

  • Enable your customers to upload their own indirect tax exemption certificates directly to the Certificate Manager Portal
  • Enjoy consistent data across all financial platforms with integrated tax determination software
  • Ensure tax certificates are always current, easily respond to audit requests, and minimize audit risk

Have questions?
Contact a representative

Discover more about our data and document management solutions

Questions about our products and services? We’re here to support you. 

Contact our team to learn more about our tax and accounting solutions.

Need help?

View account and product support

Already a customer?

Go to product logins