Certificate Management

 An issue that is prevalent in the tax industry is the ability to effectively track exemption certificates and be able to store and retrieve these records when audited. There are many alternatives (built-in functionality, third-party solutions, etc.), but understanding which option is right for your company, and how best to implement that solution, are critical decisions in creating a system that meets your objectives, and must be made before choosing a vendor or expending internal resources. The Gagnon Group has developed a set of variables that will help you define your pain points and assist your company in choosing, configuring and implementing the right ECM technology solution.