FREE WHITE PAPER
Keeping Tax-Exempt Customers Happy
Creating A Customer Service Edge
We all know that happy customers are likelier to become loyal customers.
But, businesses rarely consider exemption certificate management as an area of improvement for customer service, customer retention, and profitability – and often underestimate the complexity exemption documentation entails.
Mishandled exemption data can negatively impact many areas of business, including inaccurate billings, employees spending valuable time fixing errors, poor customer experience, huge audit assessments, and more.
Although managing exemption certificates is complex, businesses can employ best practices with a well-defined, consistently enforced process that can lead to improved customer service, customer retention, and profits in an area most other companies ignore, creating a competitive advantage.
Inside this quick-read, free whitepaper from Avalara, you’ll discover:
- Best practices for proper exemption certificate management checklist
- Creating a positive customer experience through ease of purchase
- Automated collection process through digital channels
- 18-point Sales Tax Exemption Validity Checklist
- Best practices workflow chart for a birds-eye view of cross-functional processes
- And more …
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