Exemption Certificate Management Integration into DMSi Agility

Effortless Tax Exemption Handling in your
DMSi Agility System

Quick Setup

Fast integration directly through into your DMSi Agility system.

Tax Exemptions On the Go

Manage missing, expired or expiring resale and tax exemption certificates.

Stay Compliant

Increase compliance and reduce your audit risk today.

DMSi and EXEMPTAX

Features and Benefits

Connect to DMSi Agility

Your DMSi system integrates seamlessly into the EXEMPTAX exemption certificate management platform.

A hassle-free integration enables you to quickly manage your tax- exempt customers without complex development efforts.

Tax Exemption Certificates
at your Fingertips

EXEMPTAX handles your tax-exempt DMSi transactions for you to ensure that you have valid certificates on file.

EXEMPTAX automatically maintains taxability changes and ensures accurate billing for your tax-exempt customers.

Compliant Tax Exemption Certificates

Easily identify all missing, expired or expiring resale and tax exemption certificates in EXEMPTAX.

EXEMPTAX provides an intuitive and guided workflow directly to your customers to ensure that exemption certificates are filled out correctly.

Improve Your Customer Experience
And Save Time And Money

Tax compliance is more than just a competitive advantage.

Maintaining valid tax exemption certificates for you and your customers increases customer satisfaction while reducing overall compliance risks.

Dakota Premium Hardwoods
teams up with EXEMPTAX to integrate into
DMSi Agility

DOWNLOAD CASE STUDY

Dakota Premium Hardwoods, a leading supplier in the hardwood and lumber industry, partnered up with EXEMPTAX to integrate their DMSi Agility ERP system into a robust and scalable tax exemption certificate management platform.

Dakota’s previous attempts to integrate their DMSi instance into a competing outsourced tax exemption service provider was frustrating and ultimately unsuccessful, which raised Dakota’s expectations on EXEMPTAX’ ability to deliver on time and within budget.

EXEMPTAX analyzed Dakota’s exemption certificate management challenges and developed a robust system integration to ensure that critical taxability status updates and corresponding documents are synced across systems, enabling Dakota to streamline its exemption management process.

The direct DMSi integration into EXEMPTAX enables Dakota to manage incoming exemption documents via one centralized rules engine.

Additionally, Dakota utilizes EXEMPTAX’s email campaign functionalities to request tax exemption documents from Dakota’s customers with missing, expired, and expiring certificates to reduce their audit risk.

Seamless plug and play DMSi integration into EXEMPTAX

Immediate reduction of audit risk

Automated handling of missing, expiring, and expired certificates

Deployment of
centralized rules engine