The automated emails feature enables you to automatically send your tax-exempt customers an email whenever they complete a certificate a request from a prio...

Once your customer receives a campaign request and begins the process of generating or submitting their exemption certificate, they will have to choose an e...

When you send USPS certificate campaigns in EXEMPTAX, your customers will receive a letter with an access code which will enable them electronically submit ...

While uncommon, there may be certain business scenarios where your customers can claim a variety of different tax exemption reasons in a single jurisdiction...

If you'd like to update the support email and phone number visible to your customers in your certificate request emails and letters, please follow the s...

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 functionality to receive an email anytime a new pending certificate is received in response to a certificate campa...

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 to reasons that your company is willing to accept.  For instance, le...