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EXEMPTAX Reviews & Product Details

EXEMPTAX helps businesses automate the process of collecting, validating, and renewing resale and tax exemption certificates for your tax exempt customers in a secure and easy to platform. We offer flexible and transparent plans, various integrations, custom branding, and end-to-end managed services solutions. Test drive a Free Plan, no credit card required. Become Audit Ready Today!

Seller

EXEMPTAX

Discussions

EXEMPTAX Community

Languages Supported

English

Overview by

Thomas Weiss

Pricing

Pricing provided by EXEMPTAX.

14 Day Free Trial

$0/Mo

Standard

$250/Mo

View More Pricing Information

Top-Rated Alternatives

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EXEMPTAX Media

Provides an overview of your plan, certificate and audit exposure.

EXEMPTAX Demo - Tax Exempt Customer Portal

Provide a branded and easy way for your customers to submit their tax documents.

Enable your customers to dynamically generate and submit requested resale and tax exemption certificates.

Immediately identify jurisdictions with potential audit exposure.

Easily export resale and tax exemption certificates for internal and external audits.

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IC

Verified User in Computer Software

Enterprise (> 1000 emp.)

9/26/2022

"Good value for exemption certificate platform"

4.5/5

What do you like best about EXEMPTAX?

API was well documented, and had a straightforward integration. We were able to get up and running in just a couple of days, including final testing. Tech team was very supportive and provided speedy answers to configuration questions. Review collected by and hosted on G2.com.

What do you dislike about EXEMPTAX?

My company wanted to add some additional automation logic that required manual customization. I wish these extra customization options were better documented. Review collected by and hosted on G2.com.

TB

Ted B.

IT Manager

Small-Business (50 or fewer emp.)

1/27/2021

"Excellent tax exempt certificate management system"

5/5

What do you like best about EXEMPTAX?

The team has been excellent to work with, and they were willing to build a custom integration for our BigCommerce store to automate as much of the certificate collection process as possible! My questions and suggestions are always considered, and I can always count on a prompt, courteous response. Review collected by and hosted on G2.com.

What do you dislike about EXEMPTAX?

Parts of the manual certificate upload process are cumbersome but their team is working to improve the process using our suggestions. Review collected by and hosted on G2.com.

AF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/8/2021

"User-friendly! Easy to use without any unnecessary gimmicks"

5/5

What do you like best about EXEMPTAX?

Very easy to handle and intuitive even for casual use. Most important for us though is that ExempTax finally allowed us to get rid of our physical paper certificates and filing cabinets and provided our team members with a much-needed digital repository to access customer data on the fly. When it comes to receiving new certificates, our team is using their built-in campaign builder function and validation process, which frees up a significant amount of time and research for us. Review collected by and hosted on G2.com.

What do you dislike about EXEMPTAX?

It would be great to get some sort of automated notification or email summary of sorts to avoid having to log into their tool just to check on our exposure status and action items we might have but there is no such option available at the moment. Also, since we are sending rather large volumes of emails through their campaign builder tool using mature customer master data, we never really know which of those emails made it through to our customers. Review collected by and hosted on G2.com.

Recommendations to others considering EXEMPTAX:

Their tool is straightforward and easy to use without any unnecessarily complicated options be to be aware of. We are logging in to ExempTax about every 2 weeks to check on our exposure, which provides a quick summary right in our dashboard. Even for sporadic use there is no need for any uptraining or having to have an account manager involved as their tool is intuitive enough to handle tasks self-sufficiently. When in need of support, our overall experience working with their customer service team has been very smooth. They are responsive and usually answer tickets with an actionable solution on the same day. For the price we pay, it's really value for money. Review collected by and hosted on G2.com.

What problems is EXEMPTAX solving and how is that benefiting you?

We retired our physically stored certificates entirely and are now able to produce digital copies across teams and for future audits. In addition, we aren't spending much time anymore manually validating certificates as ExempTax is taking care of that for us through their validation engine. Review collected by and hosted on G2.com.