A comprehensive, cloud-based solution for Sales and Use Tax Exemption Certificate Management
Improve compliance and reduce audit exposure. Gain complete control of the exemption certificate management (ECM) process for tax-exempt customer and vendor transactions in the U.S. and Canada.
Automate the collection, transmittal, validation, and reporting of tax exemption certificates with easy-to-use tools. Use ControlPoint alone or integrate it with other systems to drive efficiency.
ECM for Retail Point of Sale and E-Commerce
Collect exemption certificates at the point of sale (POS) with centralized certificate validation.
Centralized Collection of Exemption Certificates
Automate email campaigns for managing certificates that are invalid, expired, or nearing expiration. Select the campaign type and quickly select recipients from a filtered list.
Secure Customer Portal
Customers accessing the form submission portal are recognized, allowing their data to pre-populate certificate forms. Once confirmed and verified, completed documents are ready to be submitted.
ControlPoint is backed by the largest firm in the world dedicated exclusively to business taxes.
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