The ability to organize customer certificates and maintain records easily. Being able to quickly and easily validate certificates keeps our business moving because our customers do not want to pay sales tax when possible, so having an efficient system to add certificates means they can order quickly without paying sales tax. Review collected by and hosted on G2.com.
It would be nice to be able to more easily exempt customers for multiple states without linking a certificate to each state. Many states accept out of state sales tax certificates so there is no need to have a certificate for each state. Review collected by and hosted on G2.com.
Thanks for sharing your feedback with us. We’re glad to help simplify sales tax and support your team’s process. We appreciate your input as we continue to improve!