THE ONLY EXEMPTION CERTIFICATE MANAGEMENT SOLUTION MADE ESPECIALLY FOR WHEN YOU ARE FACE-TO-FACE WITH YOUR CUSTOMER
vCERT Retail Edition is the only exemption certificate management solution that operates where you and your customers come together face-to-face, at the point of sale. Whether you are manufacturer or wholesaler with walk-up access, a hotel or restaurant chain, or a retailer with thousands of store locations, vCERT Retail Edition can dramatically improve certificate compliance and the collection process for both your staff and your customers.
Powered by our revolutionary certificate creation wizard, vCERT Retail Edition allows your employees to quickly and accurately create valid, signed certificates while your customer is in your retail location, faster and more accurately than you do it today. Using our Web-based technology, the certificates are created and stored electronically at the point-of-sale using signature pad technology, and stored centrally to allow real-time review and management by your tax team using the same powerful tools available in our vCERT ECM solution. Our easy-to-use store interface also allows your employees to quickly locate existing, valid certificates, streamlining the process even more for repeat customers.
vCERT Retail Edition provides your tax department with all of the features of our vCERT ECM solution, including powerful tools for requesting, collecting, validating and renewing exemption certificates. Additionally, with the vCERT add-on product, vCERT Integration Services, vCERT can automate data management tasks, including, exemption certificate data export into tax decision software and customer record import from enterprise resource planning (ERP) and billing software.
vCERT Retail Edition adds the following new features that make it the best choice for any company with the need to collect certificates in a face-to-face environment:
- Electronic Signature Pad Support – Not only does the vCERT certificate wizard help your employees and customers select and complete the correct form, but using an optional signature pad can make the entire process virtually paper free! Certificates can be created, signed and stored in a matter of minutes, all electronically! Not only is this a better experience for your employees and customers, but the potentially huge savings drop directly to your bottom line.
- Clerk-specific User Interface – vCERT Retail Edition expands our UI choices to include an extremely simple interface designed specifically to handle the two requirements your employees have in a face-to-face situation with a customer – looking up current certificates, and creating a new certificate. This simplicity makes the solution extremely easy to learn and use, yet provides all of the functionality needed to dramatically improve compliance and your customer’s in-store experience.
- Multiple Location Support – Because vCERT is a web-based, multi-user application, it could always be deployed to staff working in multiple locations, departments and business units. However, vCERT Retail Edition takes this a step further by not only supporting thousands of individual locations, but also by tracking the source location for certificates throughout the system. This allows easy review of compliance by store, chargeback analysis, and other analysis that helps you improve compliance and efficiency across your store system.
- Real-time Interaction with Your Tax Team – All certificates are collected and instantly stored centrally so your tax department can easily review collected certificates for any compliance issues. Any change to the status of a certificate, whether it is voided, expired or rejected for any reason, is reflected immediately across the system. Your store employees always know the correct certificate status at all times, reducing the risk of improperly waived sales tax that adds audit assessment risk.
vCERT Retail Edition provides the following benefits to any company that has face-to-face transactions with their customers, including retailers, hospitality, restaurants and even wholesalers or manufacturers with walk-up services:
Dramatic increase in sales tax compliance
- vCERT Wizard uses simple questions to select and complete the right exemption form quickly and correctly the first time
- Real-time status of certificates in your store locations helps reduce improper waiving of sales tax
- No more waiting for certificate paperwork from your stores
- Certificates can be instantly and easily located in the event of an audit
- Virtually eliminate audit risk and judgements due to compliance improvements
- Automated certificate data export to tax decision software including Vertex, Taxware, and Sabrix and customer record import from ERP and billing software including SAP and Oracle (with vCERT Integration Services)
Improved operational efficiency & lower costs:
- Faster and easier process for your employees and customers
- Find certificates quickly at your retail location or at headquarters
- Collect certificates one-time at the point-of-sale and instantly shared across all appropriate store locations and with headquarters
- Dramatically reduce time spent on identifying and calculating any charge backs
- Helps complete sales transactions quickly – no more waiting for paperwork
- Virtually eliminates paper processes and costs
Easy-to-use and implement:
- Uses familiar search tools and operates like familiar desktop software
- Wizard asks simple questions and completes exemption certificates for customer
- Training can be accomplished quickly and easily, and is consistent across all retail locations
- Web-based, so software updates and improvements deployed immediately across your entire retail system
Attend a FREE webinar to see vCERT in action.
Let our experienced team show you how vCERT eliminate the hassles of exemption certificate collection and management in YOUR company. View available dates and times, or contact us directly for a one-on-one, online demonstration.