Exemption Certificate Management

In the world of exemption certificate management, just one missing, expired or incorrect sales tax exemption or resale certificate can mean thousands of dollars paid in assessed tax, penalties and interest from a sales tax compliance audit. Don’t let this happen to you.

No one likes costly mistakes, especially when they can be prevented. With the right solution, you can streamline the sales tax process, research tax exemption information, spend less time fixing errors and be better prepared in case of an audit. For solutions that work, CCH recommends the following products:

• CertCapture from Tax Technology Services
• TEAMS Express from ISSI

Take control of your exemption certificate process. Contact us today — we’ll get you there.

When faced with the overwhelming task of managing your sales tax exemption certificate workflow, you can be confident that CertCapture will provide flexible, comprehensive end-to-end solutions for the specific needs of your group or your entire organization. CCH has partnered with Tax Technology Services (TTS), the creators of CertCapture, to offer an exemption certificate management system that lets you:

• Get up-and-running right away with a do-it-yourself application that minimizes the need to consult your IT department. For a complete turnkey solution, you can add CertCapture Services.
• Give direct access to credit and customer service departments, tax and accounting groups and others in your organization. Minimal training is required due to the streamlined, universal user interface.
• Modify the application to meet your company's needs — from hundreds of customers to millions of customers.
• Feel confident that your data is secure because it’s backed up and out of harm's way within the TTS data center, which uses SSL 128-bit encryption, complies with SAS-70 Type II standards, employs multiple diesel generators for extended runtime and runs incremental daily back-ups with off-site storage.

further improve your sales tax processes, CCH offers a variety of Sales Tax solutions.

Take control of your exemption certificate process. Contact us today

CCH has partnered withImaging Science and Services, Inc. (ISSI) to offer the Tax Exemption Administrative System (TEAMS), a state-of-the-art sales tax exemption certificate management solution that automates the capture, organization and management of sales tax exemption certificates and resale exemption certificates.

With TEAMS Express, you can:

• Reduce time spent on sales tax exemption certificate management or eliminate administrative work altogether with a completely outsourced solution.
• Streamline the sales process with easy verification of sales tax exemption or resale certificate status at the point of sale.
• Quickly research tax exemption information and reduce wasted time spent fixing errors.
• Shorten time spent on audits by eliminating delays in pulling sales tax exemption or resale certificate data.
• Minimize IT efforts and infrastructure by easily managing and securely deploying all sales tax exemption or resale certificate images.
• Increase customer service productivity due to reduced training needs.

TEAMS Express provides businesses with the flexibility of either an in-house software solution, a hosted ASP offering or a complete managed services solution. The TEAMS Express application is easily configurable to support whatever organizational structure fits your environment.

To further improve your sales tax processes, CCH offers a variety of Sales Tax solutions.

Take control of your exemption certificate process. Contact us today

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.