Document Management

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Everything you need. All in one place.

Improve your ability to store and manage compliance documents and minimize your audit risk and exposure. Say goodbye to filing cabinets and network drives, and say hello to a highly available and secure cloud-based solution for requesting, renewing, storing and analyzing your documents.


Simplify and automate how you manage customer tax exemption status and exemption certificates. From collecting and storing certificates, to reporting and analyzing missing or expiring forms, to easy integration at all customer transaction points, CertCapture helps you automate the end to end activities of managing customer exemptions. Additionally, we offer a ‘lite’ version that integrates with our tax determination software.

  • Digitize your filing cabinet
  • Audit risk analytics
  • Auto-generate certificates for buyers*
  • Easy document retrieval & audit
  • Risk exposure closing tools

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Create and submit exemption certificates on the fly. Document and store your certifications for the future. CertCapture customers can also request certificates via the CertExpress platform.

  • Free to use
  • Integrates with CertCapture
  • Mobile Friendly



Collect and manage Forms W-8 and W-9 from independent contractors, vendors, corporations and foreign persons working in the U.S. Even complex FATCA reporting is simplified.

  • Store & validate contractor docs
  • Auto capture & export into 1099
  • Organize for audit defense

Easily manage business documents for excise logistics partners. With central storage and direct integration with Avalara Excise tools, ExciseCapture enables you to manage fuel business licenses and exemptions to be compliant.