Avalara Exemption Certificate Management (ECM)

Avalara Exemption Certificate Management, or ECM, helps businesses collect, organize, validate, and manage customer tax exemption certificates.

The cloud-based solution automates certificate collection and provides tools for managing exemption certificate campaigns, monitoring document status, and maintaining accurate compliance records. ECM can help CSI users reduce manual administrative work, improve audit readiness, and lower the risk of missing, incomplete, or expired exemption certificates.

Key Capabilities

• Automates tax exemption certificate collection
• Centralizes customer exemption documents
• Tracks missing, incomplete, and expired certificates
• Supports certificate collection campaigns
• Improves exemption certificate accuracy and compliance
• Helps prepare documentation for tax audits
• Integrates with business and tax systems
• Reduces manual follow-up and document management

View the Avalara Exemption Certificate Management demonstration video or download the ECM brochure to learn more about automated certificate collection, compliance management, integrations, and audit readiness.

Demo Avalara Exemption Certificate Video (YouTube)

Avalara Exemption Certificate Brochure