# EXEMPTAX Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EXEMPTAX Software - reviews, pricing plans, popular comparisons to other Sales Tax products and more. Source: https://www.capterra.com/p/187662/EXEMPTAX --- # EXEMPTAX Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EXEMPTAX ## What is EXEMPTAX? EXEMPTAX helps businesses simplify the process of collecting, validating, renewing and auditing tax exemption certificates in one secure and easy to use platform. We offer flexible and transparent plans, various add-on services, integration options, as well as end-to-end managed services solutions. Test drive a FREE PLAN with no credit card required. Become Audit Ready Today! ## What is EXEMPTAX used for? [Sales Tax](https://www.capterra.com/sales-tax-software/) Overall rating Based on 12 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $250 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## EXEMPTAX alternatives Highest Rated [Taxrates.io](https://www.capterra.com/p/168578/TaxRates/) [4.9 (14)](https://www.capterra.com/p/168578/TaxRates/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/168578/TaxRates/) [Zonos Landed Cost](https://www.capterra.com/p/235321/Zonos-Landed-Cost/) [4.0 (1)](https://www.capterra.com/p/235321/Zonos-Landed-Cost/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/235321/Zonos-Landed-Cost/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Import/Export 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Import and export data to and from software applications Exemption Management 5.0 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Identify and track situations that legally reduce financial liability Access Controls/Permissions 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems API 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases Real-Time Data 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Receive data and information in real time Accounting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. EXEMPTAX 16 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Application programming interface that allows for integration with other systems/databases Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Private online space that lets businesses securely share documents and provide information access to clients Accept and process credit card transactions Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Identify and track situations that legally reduce financial liability Receive data and information in real time Securely stores data to prevent data loss or breaches Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Set up connections to third-party platforms to improve business processes Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Features 4.8 (12) 4.8 Based on 12 reviews ## Pricing Value for money 5.0 (10) Free Trial Basic $250.00 Flat Rate,Per Month Value for money 5.0 (10) 5.0 Based on 10 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ BigCommerce](https://www.capterra.com/p/131883/Bigcommerce/) ## Support, customer service and training options Customer Service 5.0 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (12) 5.0 Based on 12 reviews ## User reviews Overall rating 5.0 Based on 12 reviews Filter by rating 5(12) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JW Jack W. Project Manager Education Management ### "Excellent exemption management tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 30, 2024 We are pretty happy with the platform as it does exactly what we need it to do. Their customer service is fast and actually reads and responds to tickets. Overall ExempTax has greatly improved our old process as we are now receiving valid certificates much faster from our customers. Pros Platform is easy to use and the team was pretty quick to get up and running. There aren't any unneeded or unwanted functions cluttering up the tool, which is appreciated. Handling exemption certificates should not be rocket science and ExempTax keeps it straight to the point to get the job done. Ultimately however their pricing was the deciding factor to go with ExempTax and not Avalara. Cons We have several team members now working on exemption certificates. One ask I have heard from the team is that it would be really helpful to be able to just send documents directly into their system to eliminate some manual uploading efforts. After raising this feedback with them, they informed us that this is in the pipeline for release in the future. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 11, 2024 Hello, Thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! We've passed this message to our product team, and will reach out to you when the feature request is released. KR Kathy R. Financial Administrator Retail ### "Easy to use software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 12, 2022 Pros Exemptax is very user-friendly. The connection with Shopify was smooth. It keeps us compliant and all of the documents are stored in one place that is easy to access. Cons It would be nice to be able to add more than one email. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 17, 2022 Kathy, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We've passed your feature request to our product team, and will provide you an update in the coming releases. DD Dan D. Executive Automotive ### "Fantastic Software & Company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2022 Their team is amazingly responsive and adaptive. They helped me create a new feature which hadn't existed before, upon my request. Pros Very easy to use, intuitive, streamlined, powerful. Cons There was nothing about it that I didn't like. Alternatives considered [Avalara](https://www.capterra.com/p/75673/AvaTax/) Reasons for choosing EXEMPTAX More intuitive and streamlined software. Much lower price too. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2022 Dan, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. If there is anything you need from us, feel free to reach out. AH Austin H. Exemption Certificate Services Manager Accounting ### "Exemptax Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2022 Exemptax has been an excellent tool for managing exemption certificates. The software makes it simple to understand what customers and certificates have been approved, rejected, expired or are missing. Pros The ease of use with this product stands out. The ability to send out customized mass campaigns to collect exemption certificates for specific customers or jurisdictions could not be easier. The campaign features are extremely user friendly. Cons N/A, any issue we have ran into with Exemptax they have worked with us to find a solution as soon as possible. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2022 Austin, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! AU Anonymous User Software Engineer Computer Software ### "Good value for exemption certificate platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 27, 2022 So far so good, the team really likes the automation features and not having to manually manage tax exemptions Pros API was well documented, and had a straightforward integration. We were able to get up and running in just a couple of days, including final testing. Tech team was very supportive and provided speedy answers to configuration questions. Cons My company wanted to add some additional automation logic that required manual customization. I wish these extra customization options were better documented. Alternatives considered [Avalara](https://www.capterra.com/p/75673/AvaTax/) Reasons for choosing EXEMPTAX Product pricing and integration costs were significantly cheaper Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 10, 2022 Hello, Thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you! We've passed this message to our product team, and will look to improve our customization documentation. JB Jacqueline B. Business Manager Information Technology and Services ### "User-friendly! Easy to use without any unnecessary gimmicks" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 8, 2021 Their tool is straightforward and easy to use without any unnecessarily complicated options be to be aware of. We are logging in to ExempTax about every 2 weeks to check on our exposure, which provides a quick summary right in our dashboard. Even for sporadic use there is no need for any uptraining or having to have an account manager involved as their tool is intuitive enough to handle tasks self-sufficiently. When in need of support, our overall experience working with their customer service team has been very smooth. They are responsive and usually answer tickets with an actionable solution on the same day. For the price we pay, it's really value for money. Pros Very easy to handle and intuitive even for casual use. Most important for us though is that ExempTax finally allowed us to get rid of our physical paper certificates and filing cabinets and provided our team members with a much-needed digital repository to access customer data on the fly. When it comes to receiving new certificates, our team is using their built-in campaign builder function and validation process, which frees up a significant amount of time and research for us. Cons It would be great to get some sort of automated notification or email summary of sorts to avoid having to log into their tool just to check on our exposure status and action items we might have but there is no such option available at the moment. Also, since we are sending rather large volumes of emails through their campaign builder tool using mature customer master data, we never really know which of those emails made it through to our customers. Reasons for choosing EXEMPTAX Ease of use and pricing were the main reasons why we signed up with them. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 12, 2021 Jacqueline, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and would like to let you know that we're targeting deploying new email summary features in Q1 2022 and will reach out when it's available on your account. JH John H. CFO Consumer Goods ### "Great product - Great team - Easy implementation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2021 We have fully automated the collection of exemption certificates for our new account setup process, integrating it with our sales team and (almost) eliminating back office compliance efforts. The Exemptax team was very helpful as we went through the extreme effort of getting thousands of customers to provide their certificates. I do not believe any other company could have done better. Pros We are a distribution business serving customers that almost exclusively resell the product. Exemptax integrates extremely well with our Shopify platform and made certificate compliance as easy as it is possible to be. The user interface is intuitive and easy to use, contains great functionality, and the dashboard clearly shows where we need to focus compliance efforts. From implementation to daily use, the team is very responsive and even made some fantastic enhancements to the functionality of the system to match our business processes. Cons In the beginning, some items that we thought should have been customizable were not. We met with the team and turned almost every request into an enhancement that made the product even better in our opinion. Reasons for choosing EXEMPTAX Ease of use, pricing, and promises from the implementation team that were ultimately fulfilled! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor August 24, 2021 John, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. AE Alison E. Accountant Packaging and Containers ### "Easy to use & affordable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 4, 2021 Pros ExempTax is very intuitive and easy to use. The affordability is unbeatable and the setup was a breeze! Cons The software only allows one email address per customer. It would be helpful to be able to send the email to multiple email addresses - it may help get a customer response a little sooner. Alternatives considered [Avalara](https://www.capterra.com/p/75673/AvaTax/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor June 8, 2021 Alison, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. As for multiple email addresses per customer record, we've reached out to our product team for potential development, and will be in touch. BN Bruce N. Vice President Machinery ### "Exemptax Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 8, 2021 Excellent customer service. The team at Exemptax worked hard to come up with solutions for our specific needs and stayed in regular contact throughout the entire process. Pros Very easy and user-friendly interface. Once things were setup, we were off and running in no time. Cons took a little time to setup the template for our email campaigns. Would be ideal if we could edit the document directly ourselves. Alternatives considered [Avalara](https://www.capterra.com/p/75673/AvaTax/) Reasons for choosing EXEMPTAX We were looking specifically for a sales tax exemption tool without any fluff. Exemptax was exactly what we were looking for. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor April 12, 2021 Bruce, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and are always open to making continuous improvements. TB Ted B. IT Manager Farming ### "Great solution for managing tax exemptions" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2021 EXEMPTAX is THE solution we’ve been searching for to manage our tax exemption certificates! The team has been excellent to work with, and they were willing to build a custom integration for our BigCommerce store to automate as much of the certificate collection process as possible! My questions and suggestions are always considered, and I can always count on a prompt, courteous response. Kudos to the team at EXEMPTAX for building such a great product! We should’ve signed up months ago! Pros It automates certificate collection and integration was super easy! Cons There are a few design choices that were made that slow down the manual certificate upload process but the developers are working to implement our requested changes. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 1, 2021 Ted, thank you for taking the time to share your experience using EXEMPTAX. We're happy to hear it has been positive and we look forward to continuing to serve you. We value your feedback, and are always open to making continuous improvements. [View all Reviews](https://www.capterra.com/p/187662/EXEMPTAX/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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