Skip to main content
Avalara Help Center

Transition from CertCapture to Exemption Certificate Management (ECM)

This article applies to:Exemption Certificate Management Pro

What's changing?

Avalara Exemption Certificate Management (ECM) is going to replace the CertCapture experience, and existing CertCapture customers will transition to a new ECM experience through 2022-23. ECM is the evolution of CertCapture, with a new user interface, and new name, still fully integrated with Avalara. It will have all the features that customers used in CertCapture and will use the same database as CertCapture, so all current CertCapture data will also be present in ECM. ECM will eventually replace CertCapture entirely.

How will current CertCapture customers transition to ECM?

If you are a CertCapture customer, sometime in 2022 or 2023, you will receive an email about the ECM launch along with instructions on how to transition into the new interface. For a limited period, you will have access to both CertCapture and ECM. All customer data, certificate images, and product settings will be preserved in the transition. There will be minimal action required by you in the process. After the transition period, the legacy CertCapture interface will no longer be available. 

Why is Avalara replacing CertCapture with ECM?

CertCapture is the industry’s leading exemption certificate management product, but we want you to have more. ECM is the evolution of CertCapture, providing additional features and benefits beyond what you have today.  There will be three different offerings within the ECM product line to suit every type of business size and needs.

  • ECM Essentials (available now): Best for emerging or small businesses that would like to use the exemption features included in AvaTax, with a need to request and store up to 1,000 certificate images.
  • ECM Pro (available Q3 2022): Offers the features and tools customers loved in CertCapture as well as new enhancements. Ideal for businesses with a need for more functionality and higher certificate storage levels. ECM Pro is available as an integration with AvaTax or as a standalone product that integrates with other 3rd party tax engines.
  • ECM Enterprise (available in early 2023): Ideal for mid to large-sized businesses with complex needs and enterprise-sized businesses that require added features to help with even larger and more complex exemption certificate management obligations that often demand a higher level of configurability.

ECM product feature comparison

Features Avalara ECM Essentials Avalara ECM Pro Avalara ECM Enterprise

Integrates with Avalara AvaTax

Y

Y

Y

Available as a standalone product

N

Y

Y

Expanded API implementation

N

Y

Y

Customer exemptions

Y

Y

Y

Exemption certificate storage based on tiers

Up to 1,000

Unlimited

Unlimited

Basic search and reporting

Y

Y

Y

Digitize and store certificate images or PDF documents

Y

Y

Y

Automated collection through Exemption Certificate Express

Y

Y

Y

Renewal management

Y (single requests only)

Y

Y

Automated certificate review & validation using optical character recognition (OCR)

N

Y

Y

Campaign management/bulk certificate requests

N

Y

Y

Automated state Tax ID validation (where available)

N

Y

Y

Integrated certificate rules and help

N

Y

Y

Avalara Vendor Exemption Management (added product fees apply)

N

Y

Y

eCommerce exemption management add-on available

N

Y

Y

Retail exemption management add-on available

N

N

Y

Advanced search with custom data field options

N

N

Y

Advanced customizable reports

N

N

Y

Configurable exemption regions & reasons

N

N

Y

Brandable e-mails & configurable templates

N

N

Y

What's new in ECM?

  • All ECM products have a simplified customer experience.
  • ECM Pro and ECM Enterprise customers will be able to automatically request expiring certificates, perform automatic data entry (via OCR) of uploaded certificates, and automatically determine whether a certificate is valid.
  • ECM Pro and ECM Enterprise support direct-to-state tax ID validation via state APIs, and provide access to TTR’s library of tax help content.
  • There will be a drop-ship wizard, improved campaign reporting, and other additional features to be announced in the coming months.
  • ECM Pro and ECM Enterprise will be SOC 2 Type 1 compliant and SOC 2 Type 2 compliant.

    See the feature table above for a full list of features.

How can you access ECM?

The ECM user experience will be fully integrated with Avalara.

  • If your business has both an AvaTax account and a CertCapture account, then you will be able to access the ECM experience within Avalara once it’s made available to you. No set up will be required to begin using ECM.
  • If your business has a CertCapture account but does not have an AvaTax account, you will receive special instructions in the coming months to create an Avalara login so you can access your ECM account. Once you successfully login into Avalara, no additional set up will be required to begin using ECM.
  • All CertCapture customers will have access to both CertCapture and ECM during a transition period, and they can be used in parallel during that time. The database behind the two experiences will be the same. 

How long will CertCapture be accessible?

CertCapture access will be turned off for all customers in 2023. You will have time to get acquainted with the new ECM experience and functionality, then will receive multiple reminder emails before ECM is exclusively available.

Note: Customers will not lose any data when CertCapture access ends. A customer’s ECM experience will contain all the data previously accessible in CertCapture.

How is ECM priced compared to CertCapture?

The pricing model will generally be the same as the CertCapture pricing model used today. You will continue to be charged based on the certificate volume tier you purchased, but the price of each tier will be slightly higher or lower than it is today depending on which ECM product subscription you have: ECM Essentials, ECM Pro, or ECM Enterprise (not available until early 2023).

Should CertCapture customers migrate their data to ECM?

No, ECM uses the same database as CertCapture, so any data that appears in one application will automatically appear in the other.

Is there any impact on CertCapture connectors or APIs?

No, all existing integrations with CertCapture (API connections and connectors) will automatically service ECM without additional setup.

Will customers have the choice to transition to ECM Pro or ECM Enterprise?

Most CertCapture customers will be transitioned to ECM Pro by default. Avalara account managers will contact select enterprise customers directly to discuss the option of transitioning into ECM Enterprise when it becomes available. If you would like to learn more about ECM Enterprise, contact your account manager.

Additional information

If you have any questions that was not covered in this article, contact a member of your account management team or submit a support request using the link below.

  • Was this article helpful?