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Avalara Exemption Certificate Management Pro

 

Avalara Exemption Certificate Management Pro

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  • Get StartedGet started using Avalara Exemption Certificate Management (ECM) Pro
    Learn how to set up Avalara ECM to manage your exempt customers.
  • Set up Avalara ECM Pro
  • Import customers
  • Transition from CertCapture to Exemption Certificate Management
  • Transition from TTR ECMS to Exemption Certificate Management
  • Request certificates

  • Request a certificate from a customer
  • Request certificates from multiple customers
  • Track certificate requests
  • Request new certificates automatically for expiring certificates
  • Review certificates

  • Review incoming certificates
  • Add a certificate
  • Save a certificate as valid
  • Save a certificate as invalid
  • Add attachments to a certificate
  • Add comments to a certificate
  • Create a single-use certificate
  • Manage customers

  • Add an exempt customer
  • Edit customer details
  • Delete a customer
  • Parent and child relationships
  • Link parent customer to a child customer
  • Add tax regions
  • Manage certificates

  • Certificate status in ECM
  • Change certificate details
  • Delete a certificate
  • Pause and resume a certificate
  • Change the way Avalara handles certificates
  • Multi-jurisdictional certificates
  • Active and inactive certificates
  • Automatic validation of certificates

  • Automatic validation of certificates
  • Supported certificates for automatic validation
  • Disable the automatic validation of certificates
  • Reports

  • View ECM reports
  • Release Notes

  • ECM Pro release notes
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