ECMS is so much more than a simple storage and retrieval system. ECMS is the only system with artificial intelligence designed to confirm exemption certificates are valid before they get stored and notify you of any possible issues.
Digitize physical files quickly & easily. We can validate certificates as they come in and provide a preliminary audit review to save you time & money down the road.
Seamlessly import any and all customer data. Any data gaps or additional data collection can be handled by our SOC 2 certified ECMS team.
Our ECMS team can thoroughly vet any form requirement, including supporting legal requirements, to ensure you are liability free when it comes to exemption certificates.
Create a Campaign
Our create a campaign feature gives clients the flexibility to collect customer data quickly & easily, on their own terms. Set the campaign preferences and watch ECMS do its thing.
Tailor ECMS settings to make it work for your business. Our ECMS team can handle all incoming certificates, including requests, verifications, and outreach.
Not all data systems mesh seamlessly, but that doesn't stop us. Whether it's a custom export tool for internal use or a modified integration system, we can build it.