If your company already uses CertCapture, but you're new to using CertCapture, we've gathered some resources to help you learn the basic features and functionality of CertCapture.
This video explains the basics of certificate management. To exempt sales tax correctly, it's great to have a foundation in exemption certificate management.
|Steps||What's it all about||Resources|
|1. Check out Avalara University!||Take courses and learn from subject matter experts to get the most out of Avalara products.|
|2. Access and understand CertCapture||How to access CertCapture, an overview of every tab and the tasks that you can accomplish in each one.|
|3. Search for certificates and customers||Search for records. Finding information is the first step to acting on it and staying compliant.|
|4. Add or edit customer and certificate details||Update the customer data in CertCapture. There are several ways to access the data you need to change.|
|5. Upload compliance documents||Getting exemption certificates and other documents into CertCapture is key to managing exemptions. You'll do this in three steps: upload PDFs, make sure the PDFs look right and information is correct, then map the exemption information to your customer record. Upload certificates anytime you get new or revised documents from customers.|
|6. Request certificates||Send out certificate requests to one customer or hundreds; make it even easier for them by providing access to the web portal where they can upload quickly.|
|7. Change company details and settings||Change your company details, such as address, settings, and logo, at any time.|