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EXEMPTAX
Tax Exemption Certificates Simplified
(0)
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Value for money rating
5.0
/5
12
Price starts from
250
Per month
Flat Rate
Price starts from
50
Per month
Pricing model
Free trial
Price starts from
6.95
/user
Per month
Pricing model
Free trial
Price starts from
7
/user
Per month
Pricing model
Free trial
Price starts from
0.01
Pricing model
Free trial
Price starts from
75
/user
Per month
Pricing model
Free trial
Verified reviewer
Computer Software, 10,001+ employees
Used weekly for less than 6 months
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So far so good, the team really likes the automation features and not having to manually manage tax exemptions
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.
My company wanted to add some additional automation logic that required manual customization. I wish these extra customization options were better documented.
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.
Jacqueline B.
Information Technology and Services, 51-200 employees
Used weekly for 6-12 months
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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.
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.
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.
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.
Jack W.
Education Management, 501-1,000 employees
Used weekly for less than 6 months
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We are pretty happy with the platform as it does exactly what we need it to do. Their customer service is fast and actually reads and responds to tickets. Overall ExempTax has greatly improved our old process as we are now receiving valid certificates much faster from our customers.
Platform is easy to use and the team was pretty quick to get up and running. There aren't any unneeded or unwanted functions cluttering up the tool, which is appreciated. Handling exemption certificates should not be rocket science and ExempTax keeps it straight to the point to get the job done. Ultimately however their pricing was the deciding factor to go with ExempTax and not Avalara.
We have several team members now working on exemption certificates. One ask I have heard from the team is that it would be really helpful to be able to just send documents directly into their system to eliminate some manual uploading efforts. After raising this feedback with them, they informed us that this is in the pipeline for release in the future.
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 reach out to you when the feature request is released.
Alison E.
Packaging and Containers, 51-200 employees
Used daily for less than 6 months
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ExempTax is very intuitive and easy to use. The affordability is unbeatable and the setup was a breeze!
The software only allows one email address per customer. It would be helpful to be able to send the email to multiple email addresses - it may help get a customer response a little sooner.
Alison, 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. As for multiple email addresses per customer record, we've reached out to our product team for potential development, and will be in touch.
Tor S.
Consumer Electronics, 1-10 employees
Used weekly for less than 6 months
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I started a small business recently selling USB-C hubs and other computer peripherals, and was looking for an affordable and simplified software for handling exemptions on my bulk sales to retail vendors. Did some research and a lot of the big programs out there were either too complicated, too expensive, or too generic. This software is easy to use with a straightforward user interface and handles the issue I was looking to solve as the main feature (tax exemptions on wholesale orders) not as some bandaid in subcategory as with other tax softwares. It is also a relief to deal with a product that has a USA headquarters.
I wish it had a few more integrations, but for now Quickbooks is more than doable!
Tor, 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. As for additional integrations, this is something we're currently working on. If you have any specific requests, please reach out to us at support@exemptax.com.