Case Studies
Every organization faces unique compliance challenges — from missing exemption certificates to multi-state tax rate confusion. ACTSOLV’s CertSOLV and AUTOSOLV platforms have helped businesses across the U.S. regain control of their exemption certificate management, audit readiness, and tax calculation workflows. The following case studies highlight how automation reduced audit exposure, increased accuracy, and delivered peace of mind to finance leaders.
Streamlining Compliance for a Healthcare Technology Provider
A SaaS-based healthcare technology provider was struggling with inefficient exemption certificate management (ECM) software that relied heavily on manual data entry. As a company selling intangible goods across multiple states, they faced inconsistent tax rules and frequent audits, leaving their employees overwhelmed by time-consuming, error-prone workflows.
The $4 Million Problem: How a Life Sciences Company Recovered Millions in Overpaid Sales Tax
A national life sciences company selling medical supplies to hospitals and nonprofits discovered a critical breakdown in its exemption certificate management process that led to more than $4 million in overpaid sales tax and millions in lost margin.
The Onboarding Oversight: How Missed Certificates Led to $2 Million in Lost Margin
A global medical supply company overlooked a critical step in customer onboarding—failing to collect exemption certificates—which led to millions in short-paid invoices, costly audits, and over $2 million in lost margin before ACTSOLV intervened to recover refunds and implement an organized exemption certificate management system.
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.
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Every business has its own compliance story — let’s make yours a success. Reach out to ACTSOLV and discover how our tax technology and expert guidance can help you simplify complexity and recover lost revenue.