Request, collect, validate, track, and renew exemption certificates in one workflow — so every exempt customer stays covered.
Send your first request in minutes. No credit card required. Priced per exempt customer, not per certificate.
Whether you manage exempt customers for your own company or across client accounts — ExemptHQ adapts to your workflow. Trigger collection from your internal systems, or send customers directly to a branded upload page.
Manage exempt customers and their exemption certificates for your own company.
Send a request, your customer uploads — no account needed. ExemptHQ helps your team collect the right exemption certificates, flag irrelevant uploads like permits or licenses, and stay ahead of renewals with automatic reminders, expiration tracking, and audit trail.
Manage exempt customers and exemption certificates across client accounts or inside your product.
Support client teams with branded request flows, shared workspaces, and AI-assisted document review. Portfolio visibility, API access, and embedded collection workflows make it easy to manage exempt customers across client accounts at scale.
From initial request to renewal — every exempt customer stays covered so nothing falls through the cracks.
Send branded request emails with a secure, one-time upload link. Customize templates for different scenarios.
Your customer clicks the link and uploads. No account, no app, no friction. Works on any device in under 30 seconds.
AI-assisted review identifies likely exemption certificates, flags non-certificate uploads, and surfaces key details for faster review.
Every exempt customer's coverage status tracked in real time. Exempt states, expiration dates, and audit trail — all in one view.
Automatic expiration alerts and optional auto-renewal requests. Weekly admin digests keep your team informed.
Most teams try to keep exempt customers covered with a mess of emails, spreadsheets, and scattered document files. Here's what changes.
Get your first exempt customer covered in minutes. Pricing that scales with exempt customers, not certificate counts.