Managing exemption certificates shouldn’t feel like a scavenger hunt. One wrong move—a missing, expired, or invalid cert—and suddenly you’re facing audit risk and penalties. Join us to see how CERTifyTax, the leading Exemption Certificate Management (ECM) solution integrates with Wolters Kluwer CCH® SureTax® to protect your business from audit exposure.
Built by state and local tax pros who know what auditors look for, CERTifyTax uses AI and real-time validation to help you stay compliant without all the manual legwork.
In this session, you’ll see how to:
- Eliminate manual certificate collection and review
- Get instant validation of government-issued IDs and sufficiency rules
- Unlock a full end-to-end compliance solution by seamlessly integrating with CCH SureTax
If certificate chaos is keeping you up at night, this webinar will help you breathe easier—and file with confidence.
Speakers:
| Kristine Eberhart National Partner Leader ISV/CPA, Wolters Kluwer |
Ray Diaz Chief Operating Officer, CERTify Tax |