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EXEMPTAX Logo

Tax Exemption Certificates Simplified

EXEMPTAX Pricing, Features, Reviews and Alternatives

EXEMPTAX product overview

Price starts from

250

Per month

Flat Rate

What is EXEMPTAX?

EXEMPTAX is a cloud-based tax exemption certificate management platform designed to help businesses streamline sales tax exemption certificate compliance.

Key benefits of using EXEMPTAX

Realtime exposure reporting enables businesses to identify and remediate potential tax audit exposure in a timely manner.

Improve customer experience by enabling your tax-exempt customers to provide resale and tax exemption certificates through a quick and easy guided tax document flow.

Reduce tax document errors and minimize painful back and forth communication, saving you time and money.

Target hard to reach customers with direct mail certificate campaigns.

Easily disseminate resale and tax exemption certificates to internal and external auditors.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Chat
Phone Support
Knowledge Base
FAQs/Forum
Email/Help Desk

Training options

Live Online
Documentation
Webinars
In Person
Videos

EXEMPTAX pricing information

Value for money

5.0

/5

12

Starting from

250

Per month

Flat Rate

Pricing options

Free plan
Subscription
Free trial
Pricing range

EXEMPTAX features

Functionality

4.8

/5

12

Total features

15

1 categories

Most valued features by users

Third-Party Integrations
API
Data Import/Export
Real-Time Data
Audit Trail
Document Management
Access Controls/Permissions
Accounting

EXEMPTAX users reviews

Overall Rating

5.0

/5

12

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.67/10
Rating distribution

5

4

3

2

1

12

0

0

0

0

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Verified reviewer

Computer Software, 10,001+ employees

Used weekly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Good value for exemption certificate platform

Reviewed 2 years ago

So far so good, the team really likes the automation features and not having to manually manage tax exemptions

Pros

API was well documented, and had a straightforward integration. We were able to get up and running in just a couple of days, including final testing. Tech team was very supportive and provided speedy answers to configuration questions.

Cons

My company wanted to add some additional automation logic that required manual customization. I wish these extra customization options were better documented.

Vendor response

Hello, Thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! We've passed this message to our product team, and will look to improve our customization documentation.

BN
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Bruce N.

Machinery, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Exemptax Review

Reviewed 4 years ago

Excellent customer service. The team at Exemptax worked hard to come up with solutions for our specific needs and stayed in regular contact throughout the entire process.

Pros

Very easy and user-friendly interface. Once things were setup, we were off and running in no time.

Cons

took a little time to setup the template for our email campaigns. Would be ideal if we could edit the document directly ourselves.

Vendor response

Bruce, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and are always open to making continuous improvements.

JB
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Jacqueline B.

Information Technology and Services, 51-200 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

User-friendly! Easy to use without any unnecessary gimmicks

Reviewed 3 years ago

Their tool is straightforward and easy to use without any unnecessarily complicated options be to be aware of. We are logging in to ExempTax about every 2 weeks to check on our exposure, which provides a quick summary right in our dashboard. Even for sporadic use there is no need for any uptraining or having to have an account manager involved as their tool is intuitive enough to handle tasks self-sufficiently. When in need of support, our overall experience working with their customer service team has been very smooth. They are responsive and usually answer tickets with an actionable solution on the same day. For the price we pay, it's really value for money.

Pros

Very easy to handle and intuitive even for casual use. Most important for us though is that ExempTax finally allowed us to get rid of our physical paper certificates and filing cabinets and provided our team members with a much-needed digital repository to access customer data on the fly. When it comes to receiving new certificates, our team is using their built-in campaign builder function and validation process, which frees up a significant amount of time and research for us.

Cons

It would be great to get some sort of automated notification or email summary of sorts to avoid having to log into their tool just to check on our exposure status and action items we might have but there is no such option available at the moment. Also, since we are sending rather large volumes of emails through their campaign builder tool using mature customer master data, we never really know which of those emails made it through to our customers.

Vendor response

Jacqueline, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and would like to let you know that we're targeting deploying new email summary features in Q1 2022 and will reach out when it's available on your account.

DD
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Dan D.

Automotive, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Fantastic Software & Company

Reviewed 2 years ago

Their team is amazingly responsive and adaptive. They helped me create a new feature which hadn't existed before, upon my request.

Pros

Very easy to use, intuitive, streamlined, powerful.

Cons

There was nothing about it that I didn't like.

Vendor response

Dan, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. If there is anything you need from us, feel free to reach out.

JH
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John H.

Consumer Goods, 11-50 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Great product - Great team - Easy implementation

Reviewed 3 years ago

We have fully automated the collection of exemption certificates for our new account setup process, integrating it with our sales team and (almost) eliminating back office compliance efforts. The Exemptax team was very helpful as we went through the extreme effort of getting thousands of customers to provide their certificates. I do not believe any other company could have done better.

Pros

We are a distribution business serving customers that almost exclusively resell the product. Exemptax integrates extremely well with our Shopify platform and made certificate compliance as easy as it is possible to be. The user interface is intuitive and easy to use, contains great functionality, and the dashboard clearly shows where we need to focus compliance efforts. From implementation to daily use, the team is very responsive and even made some fantastic enhancements to the functionality of the system to match our business processes.

Cons

In the beginning, some items that we thought should have been customizable were not. We met with the team and turned almost every request into an enhancement that made the product even better in our opinion.

Vendor response

John, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you.

EXEMPTAX FAQs

Q. What type of pricing plans does EXEMPTAX offer?

EXEMPTAX has the following pricing plans:
Starting from: $250.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of EXEMPTAX?

EXEMPTAX has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does EXEMPTAX support?

EXEMPTAX supports the following languages:
English


Q. Does EXEMPTAX offer an API?

Yes, EXEMPTAX has an API available for use.


Q. What other apps does EXEMPTAX integrate with?

EXEMPTAX integrates with the following applications:
NetSuite, Stripe, QuickBooks Online, BigCommerce, Shopify


Q. What level of support does EXEMPTAX offer?

EXEMPTAX offers the following support options:
Chat, Phone Support, Knowledge Base, FAQs/Forum, Email/Help Desk

Related categories