So far so good, the team really likes the automation features and not having to manually manage tax exemptions

API was well documented, and had a straightforward integration. We were able to get up and running in just a couple of days, including final testing. Tech team was very supportive and provided speedy answers to configuration questions.

My company wanted to add some additional automation logic that required manual customization. I wish these extra customization options were better documented.

Excellent customer service. The team at Exemptax worked hard to come up with solutions for our specific needs and stayed in regular contact throughout the entire process.

Very easy and user-friendly interface. Once things were setup, we were off and running in no time.

took a little time to setup the template for our email campaigns. Would be ideal if we could edit the document directly ourselves.

Their tool is straightforward and easy to use without any unnecessarily complicated options be to be aware of. We are logging in to ExempTax about every 2 weeks to check on our exposure, which provides a quick summary right in our dashboard. Even for sporadic use there is no need for any uptraining or having to have an account manager involved as their tool is intuitive enough to handle tasks self-sufficiently. When in need of support, our overall experience working with their customer service team has been very smooth. They are responsive and usually answer tickets with an actionable solution on the same day. For the price we pay, it's really value for money.

Very easy to handle and intuitive even for casual use. Most important for us though is that ExempTax finally allowed us to get rid of our physical paper certificates and filing cabinets and provided our team members with a much-needed digital repository to access customer data on the fly. When it comes to receiving new certificates, our team is using their built-in campaign builder function and validation process, which frees up a significant amount of time and research for us.

It would be great to get some sort of automated notification or email summary of sorts to avoid having to log into their tool just to check on our exposure status and action items we might have but there is no such option available at the moment. Also, since we are sending rather large volumes of emails through their campaign builder tool using mature customer master data, we never really know which of those emails made it through to our customers.

Their team is amazingly responsive and adaptive. They helped me create a new feature which hadn't existed before, upon my request.

Very easy to use, intuitive, streamlined, powerful.

There was nothing about it that I didn't like.

We have fully automated the collection of exemption certificates for our new account setup process, integrating it with our sales team and (almost) eliminating back office compliance efforts. The Exemptax team was very helpful as we went through the extreme effort of getting thousands of customers to provide their certificates. I do not believe any other company could have done better.

We are a distribution business serving customers that almost exclusively resell the product. Exemptax integrates extremely well with our Shopify platform and made certificate compliance as easy as it is possible to be. The user interface is intuitive and easy to use, contains great functionality, and the dashboard clearly shows where we need to focus compliance efforts. From implementation to daily use, the team is very responsive and even made some fantastic enhancements to the functionality of the system to match our business processes.

In the beginning, some items that we thought should have been customizable were not. We met with the team and turned almost every request into an enhancement that made the product even better in our opinion.