The automated emails feature will send your customers an email whenever you have completed tax documents in EXEMPTAX.  You can maintain the event of not...

In addition to mass Email Campaigns, EXEMPTAX offers the option to send out mass mailers via USPS. Please check out our support article regarding USPS Campa...

We always recommend providing your up-to-date customer service email and phone numbers directly to your purchasers when utilizing EXEMPTAX for general certi...

The following documentation provides instructions on how to insert your company logo and icon into email and USPS certificate request campaigns for a better...

In EXEMPTAX you can additional users using the steps outlined below:  1. From the app header, navigate to your company settings (limited to administrato...

In EXEMPTAX, you may utilize notification functionalities to receive an email anytime a new pending certificate is received in response to a certificate cam...

At times, your customers might prefer to directly upload pre-populated certificates already on file instead of generating new certificates via CertDash when...

In EXEMPTAX, you may limit specific tax exemption reasons during certificate submission in CertDash to those exemption reasons that your company is willing ...

The following documentation provides instructions on how to activate or deactivate automatic campaign submissions for expiring and expired certificates.   ...

EXEMPTAX provides a range of settings to help you fine-tune your exposure management process. Please see below for how to navigate to these settings, and fo...