Exemption Certificate Management
Transform Your Tax Team's Focus From Administrative to Strategic
Managing exemption certificates can be challenging and time-consuming for an organization. It often
unnecessarily constrains team members, distracting them from strategic tax planning and other proactive activities.
Offload your tax exemption certificate compliance to DMA’s professionals, who can manage the entire exemption certificate process, freeing up your team to focus on mission-critical initiatives. Minimize your audit risk and avoid costly assessments, including penalties and interest, by outsourcing to our experts.
DMA's Process
- Proactively track expiration dates and seamlessly execute refresh campaigns
- Validate incoming exemption certificates
- Communicate directly with customers that have invalid certificates, or certificates that need updated
- Update exemption certificate records and store images directly in client’s system of choice or DMA’s
internal systems
DMA’s Exemption Certificate Management service is offered as an ongoing managed service to provide
continuous minimization of your administrative burden or as a one-time/periodic refresh of exemption certificates.