Collect, verify, and manage sales tax exemption certificates with ease. CertDo automates
compliance, saving you time and ensuring accuracy.
CertDo utilizes email campaigns and physical mailings via USPS to collect certificates, ensuring compliance even when online requests are missed.
CertDo includes over 200 online sales tax exemption certificate forms for all U.S. states, simplifying compliance with state-specific exemption regulations.
CertDo automates the collection, verification, and approval process of sales tax exemption certificates, minimizing manual work and human error.
CertDo ensures continuous compliance by automatically tracking and renewing expiring sales tax exemption certificates, streamlining the entire process for you and your clients.
Integrated with platforms like TaxDo, CertDo offers real-time sales tax exemption at the point of purchase, increasing transaction speed and reducing back-and-forth.
CertDo automatically verifies certificate details against USPS and IRS databases to prevent fraud and ensure compliance, including for non-profits and charities.
CertDo offers fully outsourced certificate management, allowing you to focus on your business while we handle your clients' tax exemption needs.
Easily integrate CertDo with major e-commerce, ERP, billing, and payment platforms. We also offer secure APIs for custom software connections.
Send exemption certificate requests to your clients with just a few clicks via CertDo’s automated system.
Clients receive a guided process to digitally fill out and sign the appropriate tax exemption certificates for their specific state.
CertDo verifies certificates in real-time using USPS and IRS databases, ensuring compliance and reducing the risk of fraud.
CertDo automatically tracks certificate expirations, sending reminders and renewal requests to your clients as needed.
CertDo integrates with major tax software platforms like TaxDo, enabling live sales tax exemptions at the point of purchase, enhancing customer satisfaction.
Certificates can be auto-approved based on preset rules, or you can use CertDo's advanced workflow for manual review and approval.
For companies dealing with tax-exempt materials or clients, CertDo automates certificate collection and renewal to keep you compliant and avoid penalties.
For businesses selling to resellers or tax-exempt entities, CertDo manages exemption certificates, reducing the manual burden and increasing compliance.
CertDo’s automatic certificate tracking and verification provide confidence that your tax-exempt clients’ documentation is always compliant.
Simplify managing tax-exempt clients across multiple states with CertDo’s automation, reducing manual tasks and errors.
Manage tax-exempt clients easily with CertDo’s automated tracking and renewal reminders, reducing audit risks and non-compliance penalties.
CertDo streamlines tax-exemption management for online sales, providing real-time tax exemption calculations for a smoother customer experience.
CertDo ensures accurate verification for non-profits by leveraging IRS data, ensuring compliance with tax exemption laws.
Schools and universities need to manage tax-exempt purchases. CertDo ensures proper exemption documentation is collected and verified.
Franchises with multiple locations can centralize and automate exemption certificate management, ensuring uniform compliance across all branches.
