Request, collect, validate, track, and renew exemption certificates in one workflow — with AI-assisted review, automatic follow-ups, and the audit trail your team needs.
Send branded request emails with a secure upload link, track delivery and completion in real time, and automate follow-ups so your team spends less time chasing exemption certificates.
Customizable templates with your name and branding. Customers see you, not a generic tool.
Each request generates a unique, token-based link. No account required for your customer.
Configurable reminders at day 3, 7, and 14. Resend or cancel with one click.
Upload Your Certificate
Drag & drop or click to browse
Your customer clicks the link, uploads their exemption certificate, and they're done. No login, no app download, no unnecessary steps — which means more completed requests and less chasing for your team.
Secure link access with no login required. Click, upload, done.
Show your logo and brand colors on the upload page so the process feels trusted and professional.
Automatic deduplication helps prevent repeat uploads and reduces cleanup work.
Customers do not always upload the right document. ExemptHQ helps your team identify likely exemption certificates, flag non-certificate uploads like permits or sales tax licenses, and surface key details for faster review — so the wrong files do not slip into your records.
Distinguish likely exemption certificates from non-certificate uploads to reduce manual sorting and cleanup.
Surface customer name, exempt states, exemption type, and expiration date so reviewers spend less time reading documents by hand.
Flag questionable or incomplete uploads for team review. AI helps accelerate the process — your team confirms before acceptance.
Flagged for Review
Uploaded document appears to be a sales tax permit, not an exemption certificate. Review before accepting.
Acme Corp
Resale — California, Texas
Beta Industries
Manufacturing — New York
Gamma LLC
Government — Florida
Delta Inc
Resale — Multi-state
See which customers are covered, which documents need review, and what is approaching expiration — all in one view. ExemptHQ gives your team real-time status, filtering, and audit-ready history so nothing slips through the cracks.
Track active, expiring, expired, revoked, and pending review statuses so your team always knows which customers have valid coverage.
See what is expiring this week, this month, or this quarter, then filter by state, customer, or status to prioritize follow-up.
Every request, upload, review, reminder, and status change is logged so your team can export audit-ready records with confidence.
ExemptHQ keeps requests and renewals moving with automatic reminders, expiration alerts, weekly digests, and optional auto-renewal workflows — so your team spends less time chasing and less time reacting at the last minute.
Automatically notify your team when exemption certificates are nearing expiration so renewals can start before coverage lapses.
Send reminder emails on a configurable cadence for pending requests, so collection keeps moving without manual chasing.
Get a clear summary of what is expiring, what is still pending, and what needs attention so your team can prioritize the week ahead.
Expiration Notice
Acme Corp certificate expires in 30 days
Follow-up Sent
Day 7 reminder sent to Beta Industries
Weekly Digest
3 certificates expiring this month
Auto-Renewal Request
Renewal request sent to Gamma LLC
Keep customer records, exemption certificates, coverage status, and request history organized in one system. ExemptHQ gives your team the tools to import at scale, take action in bulk, control access by role, and export audit-ready records when needed.
Import customers and exemption certificates by CSV with row-level validation and clear error reporting.
Filter and update records in bulk — request, activate, export, or delete across customers and certificates.
Export certificates, metadata, and cover sheets in one click to create audit-ready records in seconds.
Give owners and admins full control while keeping viewers in read-only mode to prevent accidental changes.
Customize the logo, colors, sender name, and email templates your customers see from first request to upload. ExemptHQ keeps the experience consistent and professional, so certificate collection feels trusted from the first touchpoint.
Apply your branding across request emails and upload pages for a consistent customer experience.
Send requests from your company name so customers recognize the message and are more likely to complete it.
Customize subject lines and body copy, or create different templates for different request scenarios.
Hi there,
We need a copy of your exemption certificate on file. Please use the secure link below to upload it.
Sent by Your Company Name via ExemptHQ
Accounting
CRM
Ecommerce
QuickBooks Online
Last sync: 2 hours ago — 147 customers
Connect your accounting, CRM, or ecommerce platform and keep ExemptHQ in sync with the customers you already manage elsewhere. New exempt customers can flow in automatically, so your team can focus on collecting and reviewing exemption certificates instead of re-entering data.
Pull exempt customers from connected systems on a recurring schedule so new records appear automatically in ExemptHQ.
Connect platforms like QuickBooks, Xero, Salesforce, Shopify, and more through the Systems Hub in just a few minutes.
Optionally trigger certificate requests when new exempt customers sync in, so collection starts as soon as a record is created.
Source System
Customer marked exempt in your ERP, CRM, or ecommerce
Sync to ExemptHQ
Systems Hub or API creates/matches the customer automatically
Request Sent
Branded email with secure upload link sent to customer
Cert Collected
Customer uploads, ExemptHQ validates and tracks coverage
Use the API and webhooks to create customers, send certificate requests, and track uploads without sending users outside your experience. ExemptHQ gives your team the building blocks to automate certificate collection inside your product while staying in sync with every step.
Create and manage customers, certificates, and requests through a straightforward API built for operational workflows.
Receive cryptographically signed event notifications when requests are delivered, documents are uploaded, and statuses change.
Failed webhook deliveries retry automatically, and your team can replay events from the dashboard when needed.
Inspect webhook attempts, response codes, and payload history so your team can troubleshoot integrations with confidence.
// Create a customer
POST /api/v1/customers
// Send a certificate request
POST /api/v1/requests
// Webhook: certificate uploaded
{"event": "certificate.ingested"}
Free trial for businesses. Guided setup for partners. Custom scoping for platforms.