Exemption Certificate Management System (ECMS)

What is SOC 2?

Why ECMS?

Valid Exemption Certificates

TTR’s ECMS is much more than simple storage and retrieval of exemption certificates. ECMS’s proprietary advanced technology actually “validates” exemption certificates before they get stored in ECMS. Validation is the process of verifying that an exemption certificate is valid. ECMS validates your certificates before they get stored. ECMS’s proprietary advanced technology looks at over 80 legal requirements and validation steps to ensure that every certificate is valid.

ECMS has a Certificate Selection Assistant (CSA). This part of ECMS’s advanced technology smartly gathers information to make sure the correct exemption certificate is selected in the first place. ECMS contains one of the most complete library of available exemption certificates of any provider, including all local and special exemption certificates.

Manual Validation

vs

Advanced technology enabled sales tax exemption certificate management

ECMS Advanced Technology Validation

Intelligent

Advanced Technology

ECMS uses advanced technologies within its exemption certificate management system. The advanced technology instantly checks for more than 80 different validation criteria to ensure exemption certificates are valid before they get stored in the ECMS.

The ECMS advanced technology doesn’t stop there. The Certificate Selection Assistant (“CSA”) also ensures that the correct certificate is selected every time. With the assistance of ECMS, you will have confidence that the correct exemption certificate is selected and that each certificate is valid.

Certificate Selection Assistant ("CSA")

One of the most challenging parts of managing exemption certificates is knowing which certificate to use for a particular transaction. With the CSA you'll never be left wondering which certificate to use.

The CSA lets you quickly and accurately find the right exemption certificate for any transaction in any location, for any type of tax -- every time.

Customer Portal

ECMS provides a friendly and easy-to-use Customer Portal. ECMS’s Customer Portal guides customers to the right certificate every time. If customers already have certificates, the Customer Portal ensures their certificate is valid before they submit it to ECMS. Customers are also able to upload all supporting documentation through the user-friendly Customer Portal.

Both you and your customers get the right exemption certificate. Complete and correct — on the first try.

Secure

SOC 2 Certified

Systems and Organizations Controls 2 (SOC 2) certification is the strictest independent audit that an organization can receive attesting to the highest standards of data integrity, data security, and data privacy. There is a reason that SOC 2 is recommended by the American Institute of CPAs (AICPA).

Exemption certificate systems like ECMS store your client’s personal information. It is of the utmost importance that an exemption certificate system maintains the highest level of security and privacy. A SOC 2 certified system can provide this assurance.

In addition to system security, every professional that works on ECMS undergoes the highest levels of security and background checks. ECMS’s SOC 2 certified professionals work exclusively on ECMS, ensuring the safety and security of your customer’s information.

ECMS has a SOC 2 certification for exemption certificate management.

Data Security

SOC 2 certification ensures that ECMS provides the highest level of data security. ECMS was designed to be bullet proof. ECMS data is segmented to provide an additional level of data security.

Everything is handled and stored in state-of-the-art data centers (which are also — you guessed it — SOC 2 certified).

Reliable Services

As an ECMS user, it is crucial to be able to use your tools how you want & WHEN you want. Our dedicated team of professionals are available by phone to provide technical assistance. Our priority is you. That starts with the best customer service available anywhere. You call, we pick up the phone. You email, we answer. Normally the same day.

ECMS sits on its own equipment, not on someone else’s servers. ECMS equipment is located at state-of-the-art data centers (which are also SOC 2 certified).

Supported

Audit Support

ECMS is audit-ready.

With your permission, state agency auditors can have easy access to only those certificates requested under audit making audits a breeze through simple point-and-click exports of certificates.

Legal Support

ECMS provides full legal support with relevant laws connected to customer exemptions and certificates.

It is a one-stop solution for managing audits of customer exemptions.

Unlimited Training

ECMS is designed with the customer in mind. Unlike other providers, we don't charge extra for teaching you how to use our system.

If you ever have a new addition to your team, make structural changes to your organization, or just want to double check something, we're here to support you.