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.


  • Increase sales/use tax compliance
  • Reduce audit risk and exposure
  • Enhance exemption certificate compliance processes
  • Empower tax professionals with visibility and decision-making
  • Minimize administrative tasks
  • Streamline audit experience
  • Enhance customer experience
  • Expedite new customer onboarding
  • Reduce customer service representative process