Simplify Resale
Certificate
Management
Simplify your resale certificate management process – track expirations, request renewals, and stay compliant with our secure, user-friendly platform.
How Our Resale Certificate Management Platform Works
RiemerPlus' Resale Certificate Tracker is a comprehensive platform designed to streamline how your business collects, stores, and monitors resale certificates – no more spreadsheets or compliance headaches.
Whether you're tracking one state or all fifty, the Tracker makes it easy to stay current and compliant by automatically organizing your certificates and requesting renewals before they expire. Our partnership with the Sales Tax Institute ensures accuracy and alignment with up-to-date state requirements.
Easy to Use Resale Certificate
Management At Your Fingertips
Step 1:
Upload Your A/R Portfolio
Share your list of customer accounts—our team will set you up and add them to your Tracker.
Step 2:
Activate Your Dashboard
Once your accounts are loaded, you'll be able to view their status, filter by state, and prepare to send requests.
Step 3:
Request Resale Certificates
Send certificate requests directly to customers via email—individually or in bulk—with just a few clicks.
Step 4:
Track and Manage Submissions
The dashboard shows which customers have submitted valid certificates, and who still needs to respond.
Step 5:
Stay Compliant Automatically
The Tracker monitors expiration dates and sends out renewal requests automatically—ensuring you're always compliant.
Benefits of Our Resale Certificate
Management Platform
Expiration Monitoring
Automatically track certificate expiration dates and initiate renewal requests before they lapse.
Bulk Certificate Requests
Send certificate requests to multiple customers with just a few clicks—ideal for large A/R portfolios.
Secure Digital Storage
Upload and organize certificates in one secure platform. Quickly search by customer name, DBA, account number, state, and more.
Customizable Filters & Views
Sort and filter certificates by expiration date, status, or location to keep your records clean and actionable.
Dashboard Management
See the status of all accounts in one place and take action with confidence.
Stay Organized, Stay Resale Certificate Compliant
With built-in automation, secure storage, and real-time tracking, Resale Certificate Tracker eliminates manual processes and reduces risk. You can focus on customer relationships—not chasing paperwork.
See Our Resale Certificate Management Platform in Action
Watch the demo below to explore how easy resale certificate management can be. Ready to dive in deeper? Request a demo to walk through the platform live.