Streamline Your Operations with DMA
Contact us today to learn more about how DMA can help streamline your exemption certificate management and enhance your business operations.
DMA Eases Certificate Management
Effective exemption certificate management is vital for maintaining compliance and ensuring smooth business operations. Having accurate and up-to-date certificates is crucial during acquisitions, divestitures, reorganizations, or routine audits. Inadequate management can lead to significant audit liabilities, penalties, and interest.
Working with DMA’s experts provides numerous benefits, including:
- Enhanced transaction tax compliance
- Reduced audit risk
- Streamlined certificate management processes
- Decreased administrative burden
- Improved audit experiences
- Better customer service and onboarding processes
Our Expertise
DMA offers a full suite of exemption certificate management services to meet your unique needs, including:
Certificate Validation
We validate incoming exemption certificates based on predefined business rules and ensure they are stored securely in your exemption certificate management solution. Our team focuses on key elements such as customer name, exemption reason, tax ID number, signature, signature date, expiration date, and seller name.
Certificate Refresh
Our experts assist in identifying and contacting customers to request new certificates. We handle the entire process, from sending emails or letters to validating and storing the new certificates.
Certificate Campaigns
DMA manages campaigns to request updated certificates from customers, whether as a one-time activity or an ongoing process. We customize our approach to fit your specific business needs.
Our Proven Process
By leveraging DMA’s experienced professionals, who can efficiently handle every step of the exemption certificate management process, your team is freed up to focus on other critical tasks.
Our structured approach includes:
- Validating incoming certificates
- Proactively tracking expiration dates
- Executing efficient refresh campaigns
- Directly communicating with customers about invalid or expiring certificates
- Updating and storing exemption certificate records
- Storing data and images directly in your system of choice
Why DMA
Our unique approach combines transaction tax expertise with advanced technology, allowing us to operate within any certificate management solution, including proprietary systems. All communications are managed within US business hours, ensuring timely and efficient service.
Our solutions are customizable to fit your exact needs, whether you require ongoing managed services or a one-time refresh.
INTEGRATE WITH YOUR TECHNOLOGY SOLUTIONS
We seamlessly integrate with various technology solutions, including Vertex, Thomson Reuters, Sovos, and Avalara, ensuring compatibility with your existing infrastructure.
ENSURE COMPLIANCE WITH DMA
DMA’s Exemption Certificate Management service ensures your business remains compliant with all tax regulations. By partnering with us, you gain a dedicated team that acts as an extension of your tax department, providing expert guidance and support throughout the process.