Some companies have banker boxes filled with paper copies of their customers’ exemption certificates while other companies may not have certificate copies of any kind. DSTax can help companies organize existing certificates and extract the relevant information to load into your tax engine.DSTax can also conduct mass email/mailing campaigns to all of your customers requesting them to provide all of their relevant certificates.
Organizing key data from the certificates into an Excel file
Mass renaming of certificate images to a ‘smart’ format that includes the customer number and jurisdiction.
Design and implementation of steady state processes required for seamless updates as business changes occur during use
Ready to get started? Get in touch
Contact us find more information