EXEMPTAX

RATING:

5.0

(12)

About EXEMPTAX

EXEMPTAX is a secure and easy-to-use platform that allows businesses to collect, verify, and manage resale and tax exemption certificates. The EXEMPTAX platform can be used either as a stand alone tax exemption certificate management solution or it can be combined with other e-commerce sales tax calculation engines, enabling businesses to reduce their audit risk.

EXEMPTAX Pricing

Starting price: 

$250.00 per month

Free trial: 

Available

Free version: 

Not Available

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EXEMPTAX Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for EXEMPTAX

1 - 5 of 12 Reviews

Anonymous

10,000+ employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

Good value for exemption certificate platform

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

PROS

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.

CONS

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

Reason for choosing EXEMPTAX

Product pricing and integration costs were significantly cheaper

Vendor Response

Hello, Thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! We've passed this message to our product team, and will look to improve our customization documentation.

Replied October 2022

Bruce

Machinery, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Exemptax Review

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.

PROS

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

CONS

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

Reason for choosing EXEMPTAX

We were looking specifically for a sales tax exemption tool without any fluff. Exemptax was exactly what we were looking for.

Vendor Response

Bruce, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and are always open to making continuous improvements.

Replied April 2021

Jack

Education Management, 501-1,000 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2024

Excellent exemption management tool

We are pretty happy with the platform as it does exactly what we need it to do. Their customer service is fast and actually reads and responds to tickets. Overall ExempTax has greatly improved our old process as we are now receiving valid certificates much faster from our customers.

PROS

Platform is easy to use and the team was pretty quick to get up and running. There aren't any unneeded or unwanted functions cluttering up the tool, which is appreciated. Handling exemption certificates should not be rocket science and ExempTax keeps it straight to the point to get the job done. Ultimately however their pricing was the deciding factor to go with ExempTax and not Avalara.

CONS

We have several team members now working on exemption certificates. One ask I have heard from the team is that it would be really helpful to be able to just send documents directly into their system to eliminate some manual uploading efforts. After raising this feedback with them, they informed us that this is in the pipeline for release in the future.

Vendor Response

Hello, Thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! We've passed this message to our product team, and will reach out to you when the feature request is released.

Replied June 2024

Dan

Automotive, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

Fantastic Software & Company

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

PROS

Very easy to use, intuitive, streamlined, powerful.

CONS

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

Reason for choosing EXEMPTAX

More intuitive and streamlined software. Much lower price too.

Vendor Response

Dan, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. If there is anything you need from us, feel free to reach out.

Replied October 2022

Jacqueline

Information Technology and Services, 51-200 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

User-friendly! Easy to use without any unnecessary gimmicks

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.

PROS

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.

CONS

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.

Reason for choosing EXEMPTAX

Ease of use and pricing were the main reasons why we signed up with them.

Vendor Response

Jacqueline, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and would like to let you know that we're targeting deploying new email summary features in Q1 2022 and will reach out when it's available on your account.

Replied November 2021