Video Tutorials

EXEMPTAX Short Explainer
EXEMPTAX provide a full-service SaaS platform to manage your tax exemption certificates throughout every stage. Learn more about the platform with this shor...
Fri, 19 Feb, 2021 at 7:46 PM
How-to Navigate through your Dashboard
This tutorial video goes over the information displayed in your EXEMPTAX Dashboard, including navigation of the Exposure Overview map.
Fri, 19 Feb, 2021 at 7:47 PM
How-to Upload and Process Tax Exemption Certificates
This tutorial video goes over the key features of EXEMPTAX, including upload, classification, validation and authentication of tax exemption certificates. ...
Fri, 19 Feb, 2021 at 7:48 PM
How-to Update Validation Rules
This tutorial video goes over the rules engine of EXEMPTAX, including the ability to set customizable rules for accepting tax exemption certificates.
Fri, 19 Feb, 2021 at 7:49 PM
How-to Use Streamlined Sales Tax (SST) Forms
This tutorial video goes over how-to configure accepted states and exemption reasons on the Streamlined Sales Tax (SST) form in EXEMPTAX.
Fri, 19 Feb, 2021 at 7:49 PM
How-to Use Multistate Tax Commission (MTC) Forms
This tutorial video goes over how-to configure accepted states on the Multistate Tax Commission (MTC) form in EXEMPTAX.
Fri, 19 Feb, 2021 at 7:50 PM
How-to Create Email Campaigns
This tutorial video goes over Email Campaign creation features of EXEMPTAX, which allow customers to directly upload or electronically sign tax exemption ce...
Fri, 19 Feb, 2021 at 7:51 PM
How-to Manage Submitted Campaigns
This tutorial video goes over Managing Submitted Campaigns in EXEMPTAX including closing campaigns.
Fri, 19 Feb, 2021 at 7:52 PM
How-to Utilize e-Cert Certificates
This tutorial video goes over the e-cert features of EXEMPTAX, including the experience your customers go through when electronically signing exemption cert...
Fri, 19 Feb, 2021 at 7:52 PM
How-to Manage Customer Records
This tutorial video goes over the Customer Records features in EXEMPTAX including managing details, shipping states as well as individual customer record vi...
Fri, 19 Feb, 2021 at 7:53 PM