Avalara ECM Features/Benefits
Improve customer experience
ECM Premium offers advanced exemption certificate management for businesses handling complex exemptions. It includes all features of ECM Pro with enhanced configurability and seamless integration with AvaTax, third-party tax engines, and other business systems.
- Collect certificates and apply exemptions seamlessly, at the point of sale whether it's in-person, on the phone, or online
- Help customers identify the right certificates with auto-validation to reduce verification time and increase accuracy
- Streamline certificate collection and speed up sales
- Apply exemptions automatically when a valid certificate is on file to reduce credits and rebiling
- Let customers upload existing certificates or submit information to generate new ones
ECM Pro automates large-scale sales tax exemption certificate processing, simplifying procedures, improving compliance efficiency, and integrating seamlessly with AvaTax or other tax engines. It also provides access to vendor certificate management and tax research content libraries.
- Keep up with new collection requirements due to remote employees, drop shipping, inventory storage, and economic tresholds, which exempt sales can trigger in some states
- Manage a secure, centralized document repository to use for future purchases, generating reports, and referencing during audits
- Get alerts when documents are expiring and automatically generate renewal request emails
- Confirm certificates are valid at the point of collection without needing more resources
- Provide read-only access to business departments, sales teams, partners, and external auditors
satisfy exemption compliance requirements
boost resource efficiency
ECM Essentials, an effective add-on to AvaTax, offers fundamental automation for electronically storing and managing exemption certificates, including tracking expiration dates, ideal for businesses seeking streamlined certificate management processes.
- Keep all required certificates updated in a secure central location accessible to multiple departments, systems, and remote employees
- Boost accuracy and efficiency by automating validation, reducing tax calculation errors that may lead to re-billing and order delays, thereby enhancing cash flow
- Boost cash flow by automating validation to reduce tax calculation errors, minimizing re-billing and order delays
- Connect your primary ERP, CRM, accounting, and other systems through our authorized partner integrations
ECM Pro automates large-scale sales tax exemption certificate processing, simplifying procedures, improving compliance efficiency, and integrating seamlessly with AvaTax or other tax engines. It also provides access to vendor certificate management and tax research content libraries.
- Stay abreast of business expansion by monitoring locations where nexus may have been activated
- Gather the necessary exemption certificates from customers in newly added states
- Generate, retain, and oversee exemption certificates across all states where you may have sales tax obligations
track economic nexus for
exempt sales
Avalara ECM Products
Avalara ECM Essentials
ECM Essentials, an effective add-on to AvaTax, offers fundamental automation for electronically storing and managing exemption certificates, including tracking expiration dates, ideal for businesses seeking streamlined certificate management processes.
- Effortlessly send certificate requests and apply sales tax exemptions
- Create simple reports detailing the status of certificates
- Manage exemption regulations, exposure areas, and expiry dates
- Get started quickly with no-touch onboarding
ECM Pro automates large-scale sales tax exemption certificate processing, simplifying procedures, improving compliance efficiency, and integrating seamlessly with AvaTax or other tax engines. It also provides access to vendor certificate management and tax research content libraries.
- Automate administrative tasks related to compliance, such as validation and reporting
- Identify inaccurate forms and information using optical character recognition and machine learning technologies
- Digitize paper documents and link exemption certificates directly to customer records, whether through in-person interactions or online platforms
- Generate campaigns for mass certificate requests from specific customer segments
- Access a wide range of prebuilt forms featuring rules and logic that significantly decrease the reliance on expertise
Avalara ECM Pro
Avalara ECM Premium
ECM Premium offers advanced exemption certificate management for businesses handling complex exemptions. It includes all features of ECM Pro with enhanced configurability and seamless integration with AvaTax, third-party tax engines, and other business systems.
- Customize settings to provide the necessary flexibility for addressing complex requirements
- Achieve increased efficiency through automation and automated verification on a large scale
- Provide on-demand documentation in response to audit requests to ensure complete compliance confidence
- Allow for in-store collections and verification via mobile devices or web-based point-of-sale systems
- Support intricate workflows and collection processes through omnichannel integration
Avalara Vendor Exemption Management saves time, protects customers, and boosts efficiency by automating exemption certificate management, avoiding tax overpayments and vendor risks.
- Safely gather, store, and handle exemption certificates
- Enhance supply chain flexibility to prevent delays in product deliveries
- Minimize the likelihood of incorrect exemption certificates
- Consolidate the storage of exemption certificates to simplify access
- Manage data for standard vendor accounts
- Generate reports on outgoing certificates and prepare and dispatch documents to vendors
Avalara Vendor Exemption Management
Avalara certexpress
Utilize this complimentary tool to enhance customer satisfaction by enabling purchasers to generate and distribute sales tax exemption certificates, streamlining processes and preventing the use of invalid certificates.
- Initiate certificate requests from customers
- Automate the creation of certificates for buyers
- Streamline the exchange of documents between buyers and vendors to minimize friction
- Prevent purchasing delays by staying ahead of expiration dates and updating certificates proactively
- Connect with your current business systems to simplify and speed up the filing process
