Empowering CFOs and Tax Professionals with Intelligent Exemption Certificate Management

MANAGED EXEMPTION CERTIFICATE
SOLUTIONS & SOFTWARE

Managing sales tax exemptions across multiple states can be a daunting challenge. ACTSOLV delivers powerful solutions to automate and optimize your exemption certificate management, ensuring compliance while minimizing risks and costs.

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Streamline Your Sales Tax Exemption Process

Our comprehensive approach provides automated certificate management, seamless integration with your existing systems, multi-state expertise and audit-ready documentation. By capturing all available exemptions, on both the purchase and sales sides of the ledger, we help minimize both your risk and tax burden while navigating the complex jurisdictional requirements with confidence.

CertSOLV

Exemption Certificate Management

At the heart of our offerings is CertSOLV, our flagship solution designed to revolutionize how you handle tax exemption certificates. CertSOLV automates the validation and indexing of existing certificates, ensures real-time updates across all jurisdictions, seamlessly matches exemption data to customer information, and transfers validated data for accurate tax calculations.

AUTOSOLV

Automated Use Tax Compliance

AUTOSOLV is ACTSOLV’s cutting-edge solution designed to streamline and automate the use tax compliance process. By leveraging advanced algorithms, machine learning, and real-time data integration, AUTOSOLV provides a comprehensive solution that addresses all aspects of state and local use tax management.

The Compliance Crunch: How a Healthcare Tech Spinoff Reissued Hundreds of Certificates in Record Time

A healthcare technology company undergoing a corporate spinoff faced significant compliance challenges when reissuing exemption certificates under a new entity name—until ACTSOLV streamlined the process, segmenting data, coordinating customer outreach, and completing a weeks-long task in just days.

Industry-Specific Expertise to Smooth the Tax Process

Multi-location retailers face a perfect storm: resale certificates from hundreds of vendors, varying state exemption rules, and the constant threat of nexus expansion. Navigating the labyrinth of sales and use tax compliance across multiple states can overwhelm retail & distribution businesses, but ACTSOLV’s specialized CertSOLV and AUTOSOLV solutions streamline the entire process—from automated exemption certificate management to comprehensive use tax compliance—helping you reduce audit risks, improve cash flow, and master this complex environment.

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Common Questions from Retailers

Read: How to Collect Vendor Exemption Certificates From Day One

Manufacturing is uniquely complex: raw materials exempt in one state, taxable in another; equipment purchases with partial exemptions; and both buy-side and sell-side certificate requirements. For manufacturing businesses, ACTSOLV’s specialized CertSOLV and AUTOSOLV solutions streamline the entire compliance process—from automated buy and sell side exemption certificate management to comprehensive use tax compliance—helping you reduce audit risks, improve cash flow, and master this complex environment.

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Manufacturing Tax FAQs

Read: Sales Tax Challenges for Manufacturers

Professional services firms face unique use tax challenges: complex vendor relationships, technology purchases, and service vs. product taxability questions. AUTOSOLV helps insurance, financial, and professional services firms simplify use tax computations and compliance, while significantly reducing the risk of both under and overpaying sales/use taxes. Our AI-powered solution automatically identifies untaxed purchases, applies the correct rates across jurisdictions, and generates audit-ready documentation—giving your finance team confidence and clarity.

AUTOSOLV helps insurance, financial, and professional services firms simplify use tax computations and compliance, while significantly reducing the risk of both under and overpaying sales/use taxes.

Explore Professional Services Solutions

Professional Services Tax FAQ

Read: Streamlining Tax Accrual Processes to Accelerate Month-End Closing

Post-Wayfair, every online seller is a multi-state business. The explosive growth of e-commerce has created a labyrinth of tax compliance challenges across multiple jurisdictions, but ACTSOLV’s seamlessly integrated CertSOLV and AUTOSOLV solutions transform this complexity into a competitive advantage—automatically managing exemption certificates, determining correct taxability for each transaction, and providing comprehensive audit trails that keep your business compliant while you focus on growth.

See E-Commerce Solutions

E-Commerce Tax FAQ

Read: Economic Nexus Thresholds: Tracking Your Obligations Across States

Digital products face the most fragmented tax landscape: software taxed differently in every state, digital goods vs. services distinctions, and constantly shifting nexus thresholds. As your SaaS & Digital Products business scales and expands into new markets, keeping track of changing rules, exemptions, and economic nexus thresholds across the taxing landscape is becoming increasingly complex. ACTSOLV’s solutions are specifically tailored to address these challenges, providing a robust framework for exemption certificate and use tax management in the digital realm.

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SaaS Sales Tax FAQ

Read: Economic Nexus Thresholds: Tracking Your Obligations Across States

Don’t let tax compliance become your scaling crisis. While emerging startups rightfully focus on product development and market expansion, neglecting sales and use tax compliance can create exponential problems as your business scales—ACTSOLV’s user-friendly CertSOLV and AUTOSOLV solutions provide growing companies with enterprise-level tax automation at startup-friendly costs, establishing robust compliance processes that evolve with your business; preventing costly errors before they derail your growth trajectory.

See Startup Solutions

Startup Tax FAQ

Read: Tax Exemption Certificate Management for Growing Companies

How Much Are Missing Certificates Actually Costing You?

Most companies don’t realize the true cost until an audit happens. Then they’re looking at $50,000-200,000 in assessed tax, penalties, and interest—plus weeks of management time reconstructing documentation.

If you’re making exempt sales without solid certificate management, you’re accumulating liability whether you realize it or not.

Let’s assess your exposure.

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Take Control of Your Exemption Certificate Management

Ready to transform your sales tax exemption management? Contact ACTSOLV today for a personalized consultation and discover how our solutions can drive efficiency and savings for your organization. Let us show you how we can simplify your multistate tax compliance and free you to focus on what matters most – growing your business.

Get Started with ACTSOLV

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Efficient exemption certificate management software for streamlined compliance and reduced audit risk.
Efficient exemption certificate management with ACTSOLV software solutions.
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