Automate tax certificate management with AI-driven, seamless integration.
Tax Exempt Manager automates B2B sales tax exemption certificate handling for U.S. wholesale merchants. Customers submit certificates through a branded storefront portal. Merchants review, approve, or reject from a dedicated admin dashboard. Approved certificates automatically sync tax-exempt status to customer accounts. AI-powered OCR extracts certificate data from uploads, eliminating manual entry. Built-in expiry reminders keep certificates current and your business compliant.
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