Every Exempt Customer Covered
Manage the entire exemption certificate lifecycle in one platform. Request, collect, validate, track, and renew certificates without the email chaos. AI-assisted review flags issues before they become audit problems, and frictionless upload links let your customers respond in under 30 seconds, no login required.
Go to ExemptHQEvery finance team we work with has the same problem: exemption certificates are scattered across emails, shared drives, and spreadsheets. Nobody knows which ones are expired until an auditor asks.
Customers ignore long PDF forms. Renewal reminders sit in someone's inbox. Missing or invalid certificates surface only during an audit, when the cost of fixing them has already multiplied.
ExemptHQ replaces the chaos with one workflow. Your customers upload in seconds, your team reviews with AI assistance, and every certificate has a clear status, expiration, and audit trail.
Built for teams that want exemption certificates handled the right way, without the manual back-and-forth.
Send branded upload links to customers in seconds. No login, no account creation, no friction. Customers submit certificates from any device in under 30 seconds.
AI reads each upload and flags missing fields, wrong forms, expired dates, and irrelevant documents. Your team reviews faster with fewer surprises.
Every customer has a clear exempt status by state, with expiration dates and renewal triggers. Know exactly which certificates are valid, expiring, or missing.
Expiration alerts and renewal requests go out automatically. No more manual calendar reminders or expired certs discovered during an audit.
Every action is logged. Export complete certificate histories, exemption status by state, and audit trails on demand for any time period.
Import customers in bulk via CSV, run bulk actions across thousands of records, and integrate ExemptHQ into your stack with a full REST API and webhooks.
ExemptHQ works alongside the tax automation, billing, and CRM systems you already use, with 49+ integrations available out of the box. Embed it inside your own product or run it standalone for your finance team.
See how ExemptHQ takes the manual work out of exemption certificate management. Priced per exempt customer, not per certificate.