Exemption Certificate Management

What Exemption Certificate Management solves

Exemption Certificate Management (ECM), also known as CertCapture, helps you collect, validate, and store exemption certificates in one place. It reduces manual work and keeps certificate data accurate and easy to retrieve for audits.

Exemption handling is often spread across systems and teams. ECM standardizes how certificates are captured and applied so exemptions are handled consistently across your workflows.

Getting started

Start with the API documentation and integration guides. Choose the path that fits your setup, new implementation or existing ECM account, then follow the integration steps to enable certificate collection and management.

Core capabilities

Capture certificates across channels

Collect and apply exemption certificates across online, in-store, and offline sales workflows.

Customer-friendly upload and collection

Let customers upload certificates or enter details to generate and submit new ones.

Reduce non-compliance risk

Validate certificate data at collection so required documentation is complete and audit-ready.

Improve billing accuracy at scale

Apply exemptions when valid certificates exist to reduce rebills, credits, and manual fixes.

When to use Exemption Certificate Management

Use Exemption Certificate Management when you need to:

Manage exempt sales across channels at scale
Collect certificates from customers with minimal friction
Centralize exemption documentation for audit readiness
Prevent rebills and credits caused by missing or expired certificates

How it integrates

Integrate ECM into checkout, invoicing, and tax calculation workflows to capture and reference exemption data throughout the transaction lifecycle. Use APIs to submit, validate, retrieve, and manage certificate status.