Avalara CertCapture review
A focused certificate-management system for businesses automating exemption documentation.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
Avalara CertCapture, presented by Avalara as Exemption Certificate Management (ECM), helps businesses collect, validate, store, retrieve, and renew tax exemption certificates. It is designed for small businesses, midmarket finance teams, enterprise tax departments, and developers connecting certificate management to transaction workflows. Supported documentation includes sales tax exemption, resale, Streamlined Sales Tax, manufacturer, agricultural, and energy exemptions. Customer uploads and CertExpress workflows support collection, while centralized storage, search, reporting, and valid-document checks support ongoing administration.
Its strongest fit is as a focused certificate-management layer within a broader business systems environment. Avalara lists integrations with AvaTax, ERP platforms, ecommerce platforms, retail systems, accounting systems, CRMs, and REST APIs, with 40 integrations in the product details. REST API access supports certificate management in custom applications, while connections to tax engines and transaction systems can apply customer exemptions when valid documentation is available. This makes ECM relevant for organizations that need certificate workflows connected to existing operational and financial software.
The product also emphasizes ongoing control rather than one-time collection. OCR and AI-assisted checks support validation, expiration tracking helps teams identify certificates that need attention, and renewal requests keep documentation current. Cloud deployment, chat, phone, ticket, community, and documentation support provide several operating channels, and the listed SOC 2 compliance signal is relevant for teams evaluating a hosted repository. ECM should suit organizations that need organized exemption documentation and workflow automation. Businesses seeking sales tax calculation, return filing, or tax registration should choose a broader tax compliance product instead.
Questions about Avalara CertCapture
What does Avalara CertCapture run on? Web. It runs in the cloud.
What does Avalara CertCapture integrate with? 40+ integrations, including Avalara AvaTax, ERP platforms, ecommerce platforms, retail systems and accounting systems.
Who is Avalara CertCapture built for? Small businesses, mid-market companies and enterprises (our editorial estimate).
Avalara CertCapture pros and cons
- Where it wins
- AI-assisted OCR validation checks certificates at scale
- Tracks expirations and requests renewals
- Integrates with tax, ERP, ecommerce, and financial systems
- Where it doesn't
- Does not calculate sales tax
- Does not support return filing or tax registration
- Requires a cloud deployment and sales-led purchase
Avalara CertCapture fact sheet, pricing and score →
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