What is Certificate Manager?
ONESOURCE Certificate Manager is a software solution for tracking and validating exemption certificates. As part of ONESOURCE, it integrates with ONESOURCE Indirect Tax Determination software so you can maintain customers and certificates in one place. Certificate Manager automatically uploads your customer and certificate data to Determination so that your transaction tax results are accurate.
Certificate Manager streamlines key tasks in the exemption certificate life cycle:
- Create new customers and certificates
- Update existing customers and certificates
- Validate certificates
- Communicate with customers regarding invalid or expired certificates