For CPAs and Other Tax Professionals

Do you have clients doing business in multiple states who need to manage sales tax exemption certificates to remain compliant? For many businesses this time-consuming - but important - task is a headache they often outsource to professional firms.

That's where you come in!

CertCapture Professional allows you to provide sales tax exemption certificate management services to your clients. The benefits:

• You add a new revenue stream to your business and expand your menu of services
• You determine the fee you will charge for this service
• You deepen client relationships while increasing their satisfaction

HOW IT WORKS

CertCapture's web-based software service system allows you to directly manage your clients' certificate data with a convenient, user-friendly format. CertCapture will supply a marketing kit for you to share with clients and provide the full support of our expert services for getting started and all along the way.

First, you upload and validate your clients' existing certificates into the online system.  Then, you can run various analyses to see where risk lies on missing or expired certificates. All reporting can be shared with clients using printed or electronic reports; and they will be impressed with the quality and value of information you provide. You can even give your clients secure, individual sub-user accounts to log in and see their information online, any time.

When state laws change, or certificates expire, you can use our easy certificate collection functionality to request updated certificates.  Your clients' certificate data is kept current, compliant and safe with CertCapture.  You decide what fee to charge your clients for these services.