Exemption Certificate Management (ECM) for Businesses & Firms
Every exempt sale shifts the tax liability onto you unless you can prove the certificate was valid at the time of sale. This guide shows you how to collect, validate, and track your certificates so you always have that proof.
Trusted by 7,000+ businesses
What’s inside?
Most certificates live in inboxes, Drive folders, and spreadsheets.
For most finance teams, exemption certificates are scattered across email, shared drives, and tracking sheets. Growth makes it worse: manual certificate management simply doesn’t scale.
Certificates can make or break an audit.
One-third of sales tax penalties come from exemption certificate issues.
For accounting and CAS firms
Exemption certificates are one of the most common gaps firms find in client books. ECM gives your staff a repeatable way to close it across every client, from one unified dashboard.
How Kintsugi handles it
Kintsugi’s Exemption Certificate Management (ECM) turns your certificate backlog into one system of record you can hand an auditor.
- Collect: See every exempt sale without a certificate on file (and the dollars at risk) in Missing Certificates view. Close the gap by sending each customer a secure request link in one click, or bulk upload your whole back catalog. Kintsugi tracks every request by jurisdiction.
- Validate: Kintsugi checks each certificate against per-form, per-jurisdiction rules built by our tax research team. When a certificate is rejected, you see exactly which field failed.
- Track and renew: Turn on reminders and Kintsugi follows up on open requests and expiring certificates, in emails sent under your name.
ECM is included with Kintsugi Premium, delivering streamlined automation, exposure monitoring, and more so your exemptions line up with how each sale was taxed.
New: Up to 3,000 certificates in a single upload
Switching from Avalara, TaxJar, or a Drive folder? Drop a ZIP, PDF, PNG, or JPG.
Kintsugi reads each certificate, flags duplicates, and matches it to the right customer. You approve the easy ones in one click, so migration takes an afternoon of review instead of a quarter.
Included with Premium · No separate ECM contract to negotiate · SOC 2 Type II Security
Get your certificates audit-ready
Download the guide and find out where your certificate process stands before an auditor does.
Want to see ECM with your own certificates? Book a demo.