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Start using Avalara ECM Pro

This article applies to:Exemption Certificate Management Pro

Set up Exemption Certificate Management (ECM) Pro to manage your customers' compliance documents. Use ECM Pro to stay up-to date on the required exemption certificates as per tax jurisdiction.

Milestones

  1. Add an exempt customer.
    Add customers who are exempt from paying tax.
  2. Upload a certificate image.
    Upload a certificate image for exempt customers.
  3. Request certificates.
    Request certificates from customers.

What's next

  1. Manage customers.
  2. Review certificates.
  3. Manage certificates.
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