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Tax Exemption Certificates Simplified

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EXEMPTAX Pricing

Pricing overview

Value for money rating

5.0

/5

12

Price starts from

250

Per month

Flat Rate

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Subscription
Free trial

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Reviewers who mentioned pricing said:

AR
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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

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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.

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

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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.

JW
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Jack W.

Education Management, 501-1,000 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

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Excellent exemption management tool

Reviewed 3 months ago

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.

Pros

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.

Cons

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.

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 reach out to you when the feature request is released.

AE
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Alison E.

Packaging and Containers, 51-200 employees

Used daily for less than 6 months

Review source

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

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Easy to use & affordable

Reviewed 3 years ago
Pros

ExempTax is very intuitive and easy to use. The affordability is unbeatable and the setup was a breeze!

Cons

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.

Vendor response

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.

TS
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Tor S.

Consumer Electronics, 1-10 employees

Used weekly for less than 6 months

Review source

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

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Selling products for resell.. you need this!

Reviewed 4 years ago
Pros

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.

Cons

I wish it had a few more integrations, but for now Quickbooks is more than doable!

Vendor response

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.