ControlPoint®
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.
![ControlPoint dashboard](https://tax.com/wp-content/uploads/2022/12/1_hero-image.png)
Key Features
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.
- Secure online portal for customers to create or submit certificates
- Automatic tracking of expiring certificates and renewal requests
- Correspondence engine for generating and managing customizable letters for batch email processing and/or printing a hard copy for mailing
- Creation and issuance of exemption documents to vendors
- Robust reporting for managing invalid, expired, and missing certificates
- Standard content includes hundreds of forms for the U.S. and Canada
ECM for Retail Point of Sale and E-Commerce
Collect exemption certificates at the point of sale (POS) with centralized certificate validation.
![ControlPoint with ECM](https://tax.com/wp-content/uploads/2022/12/2_ECM-for-retail-1024x640.png)
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.
![ControlPoint campaign recipients](https://tax.com/wp-content/uploads/2022/12/4_Centralized-collection-of-certs-1024x639.png)
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 customer portal](https://tax.com/wp-content/uploads/2022/12/5_Secure-customer-portal-1024x640.png)
Differentiators
ControlPoint is backed by the largest firm in the world dedicated exclusively to business taxes.
- Integration via API with e-commerce, billing, ERP, and POS systems
- Built-in campaign management tools to merge email templates and data
- Powerful reporting for quick response to audits and exporting of certificate details
- Comprehensive exemption forms library
- Tested and proven by indirect tax practitioners
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