AkuCert - Exemption Certificate Management

AkuCert Clear & Critical Sales And Use Tax Exemption Certificate Management Software

Maintaining valid exemption certificates is critical to reducing your company’s risk of audit. It is audit defense 101. AkuCert is designed to streamline and optimize your certificate management processes. Say goodbye to forgotten, and likely expired, paper copies of exemption certificates stuffed in file cabinets and hello to efficiency, accuracy, and compliance with AkuCert, your critical software solution for exemption certificate management.

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AkuCert Sales and Use Tax Exemption Certificate Management Software Features

Reliable

AkuCert offers the most complete library of state certificates, PLUS we reference a 1,000 page proprietary resource to ensure every exemption is meticulously validated and verified. Receive timely alerts on certificate changes which impact the way you do business. AkuCert ensures you always have the right certificate for the exemption being claimed, enabling you to easily identify certificates that are invalid.

Integrated

Our web-hosted API smoothly integrates with your CRM, ERP, in-house solution, or tax determination software to ensure the most current taxability status of all your customers.

Seamless

AkuCert provides a secure upload link for all your customers' exemption certificates. Just scan and upload instantaneously. Certificates are mapped to customer records with a mobile-friendly interface.

Proactive

AkuCert allows you to collect certificates from your customers and proactively notify them when the certificate expires. When you need powerful flexibility with customized customer communications, AkuCert is easy to use after only a few minutes of training.

Flexible

AkuCert allows you to always be audit-ready at the click of a button, even to access your entire collection of certificates. With flexible reporting, you’re able to instantaneously extract not only your exempt customers in a particular state, but also a PDF of all of their certificates.

Secure

Your data security is a priority with AkuCert! Backed up daily through state-of-the art secure data centers, AkuCert offers secure web portals for customers and auditors.

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AkuCert Sales & Use Tax Exemption Management Software Integrations

AkuCert can connect to any ERP or accounting solution software.

SOME INTEGRATIONS ARE:

AkuCert Sales And Use Tax Exemption Certificate Management Software

A Solution by Clarus

With AkuCert, you will have access for unlimited users to remain audit-ready. You can quickly check the database against your exempt sales file to determine if exemption certificates are missing or invalid. Staying compliant is simplified due to the ease of the collection, storage and search capabilities. All exemption certificates are stored in AkuCert’s cloud-based solution, so you will always have the data and forms you need right at your fingertips!

License AkuCert and partner with Clarus Partners for verification & validation services to ensure time and cost savings each month.

When you need simple and critical exemption certificate management, AkuCert is the clear choice.

Clarus Partners offers a full suite of CLEAR & CONCISE software solutions to meet all your sales and use tax compliance needs.

Learn More About Other AkuSuite Products

FAQs

Unfortunately, that’s not entirely accurate. While you’re not required to “verify” their information such as their identity, etc., you are required by the State to “validate” the certificate, meaning that the certificate is on the proper form, all required fields are fully completed, it meets state specific guidelines, etc. The State expects you to act on their behalf in this role. Should you be audited, the State will be fining YOU for the sales tax liability. While you could go back to your customer and attempt to collect that unpaid sales tax, it’s a significant challenge to do so for a number of reasons.

Our team is the key to our software. Our tax professionals, specializing in exemption certificates, are well versed in the complexities of certificate validation; keeping up to date with the ever-changing rules and regulations that vary widely between states. Our team of experts constantly researches and updates the criteria for our validation standards to ensure the highest level of compliance. Simply upload your documents into AkuCert and leave it to us!

If you are audited, the hard copy method will be cumbersome and arduous, and it will frustrate your auditor. A frustrated auditor isn’t usually a friendly auditor. Secondly, when documents are only available in hard copy formats, it’s difficult to stay on top of the expiration dates, changing form requirements in the various states, etc. Our experience has proven that the most mistakes happen when the hard copy method of management is used.

Programs such as Excel still require man hours to manage the data. AkuCert is so much more than a glorified spreadsheet. It’s intuitive and customizable in ways that your spreadsheet is not. By automating the communications with your customers, it ensures that no expiration dates will be missed. AkuCert also keeps the image of the certificate with the line item of data, meaning that if an audit happens, with a couple of clicks you can export the data and associated pdfs to send to the auditor; quick and simple!

We understand that the drawback of most resale exemption certificate management software on the market is PRICE. AkuCert is priced significantly less than the industry standard, provides so many additional features, AND saves a significant amount of man hours. We do this because we want to give a quality product that is truly helpful to businesses in all stages of growth. Whether you’re a small office with only a few team members or a national brand, we want you to have access to the best product possible.

Suppose we’re going to be audited. How difficult is it for us to download all our exemption certificates that we need for that state’s audit? Simplicity is our goal. AkuCert’s reporting module is intuitive and nearly every line item of data, including images and PDFs of certificates, is fully exportable making data collection almost instantaneous for those dreaded audits.

If I have to call your customer service team, will I be able to get ahold of someone? All our calls are answered by tax professionals on a U.S. based team. If your call cannot be answered immediately, then we return all calls within 24-48 hours.

What’s my audit exposure if I don’t manage my exemption certificates (resale certificates) well? Polling and marketing research experts have discovered that half of all audit exposure was the result of missing or incorrect exemption certificates.

Even with good processes in place to collect certificates at the point of sale, maintenance is often lacking, creating potential audit liabilities. Additionally, we’ve found that on average between 25-50% of on-hand certificates collected are invalid.

Experience has shown us that when it comes to maintenance automation is the key to success. Expiration dates require constant attention and Invalid certificates may need multiple follow ups. AkuCert can track those with ease and automatically notify your customers.

Polling and marketing research experts have found that exemption certificates (resale certificates) are amongst the most time-consuming and costly challenges facing tax, finance, and IT teams today.

There’s no way around it, Exemption Certificate Management is a HUGE job! It requires a lot of time and resources from your team, that in today’s climate is likely already stretched thin. Our tax professionals have the training and resources to remove this burden, allowing your internal team to get back to what they’re best at. Ultimately, not only will AkuCert save them time, but it will also save your business from incurring unnecessary audit liability. AkuCert gives you the best of both worlds; a team of experts who are only an email or phone call away and automated maintenance which gives you the peace of mind that comes from knowing nothing is being missed!

CLEAR & CRITICAL

AkuCert by Clarus Partners is the Clear Choice for automated exemption certificate management.

With AkuCert, staying compliant is simplified due to the ease of
the collection, storage, and search capabilities.

AkuCert Sales and Use Tax Exemption Certificate Management Video

From Our Clients

We had tried to navigate a sales tax audit on our own, and it became evident very quickly we needed help - professional help. We were totally disorganized before Clarus, and the systems and processes they have put in place to ensure that we are compliant and able to audit certificates has increased our profitability, productivity, and time. The team at Clarus Partners is very professional, clear, competent, and responsive. And, the AkuCert software by Clarus has also been very helpful in quickly and automatically identifying companies who claimed to be tax exempt, but were not. Not having to worry about that is very comforting.
NAME, Other

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CLEAR & COMPETENT

You are never too old to set another goal or to dream a new dream. We had tried to navigate a sales tax audit on our own, and it became evident very quickly we needed help — professional help. We were totally disorganized before Clarus, and the systems and processes they have put in place to ensure that we are compliant and able to audit certificates has increased our profitability, productivity, and time. The team at Clarus Partners is very professional, clear, competent, and responsive. And, the AkuCert software by Clarus has also been very helpful in quickly and automatically identifying companies who claimed to be tax exempt, but were not. Not having to worry about that is very comforting
Randy Boyd, President, AC Supply Co

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