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Avalara Help Center

Set up a company in CertCapture

This article applies to:CertCapture

Before you start using CertCapture, you’ll need to set up your company profile so it matches how you do business. If other team members will be helping you use CertCapture, create user accounts for each of them.

Steps

  1. Log in.
    Log in to CertCapture to begin setting up your company.
  2. Review company details and settings.
    Review and edit your basic company information, and your document validation settings.
  3. Add a user.
    Add users to your account so they can upload and validate compliance documents.
  4. Customize nexus settings.
    Adjust your nexus settings to tell CertCapture where you do business. This helps determine which compliance documents you need to collect.
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