CertAdvisor

CertAdvisor

Recordables
+
+

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About

For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.

About

iExempt, Electronic Resale Certificate Forms With Real-Time State Verification. Save 90% Of Your Time Dealing With Tax Exempt Buyers. iExempt verifies your buyers tax-exempt valid with their State tax authority! Our cloud-based electronic guided resale certificate forms ensure your buyers cannot make a mistake submitting their documentation! Our software notifies you upon upcoming resale certificate expiration dates! Sets up in minutes & is compatible with all invoicing software. Our Electronic Resale Certificates Virtually Eliminates Human Error & Fraud. iExempt Is The Only Service Of Its Kind To Ensure Compliance With State Tax-Exemption Laws. Features: Foolproof Submissions. Our system validates your states resale certificate form in real-time eliminating errors that could prove costly in an audit. Try a Demonstration. Real-Time Verifications. Real-time state verification eliminates fraud and is crucial to passing a state tax audit.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Cloud-based certificate management tool that helps with tracking compliance, measuring liability and data export for companies

Audience

Commercial stores looking for a cloud-based resale certificate collection and verification system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29.95 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Recordables
Founded: 1992
www.recordables.com

Company Information

iExempt
Founded: 2016
United States
iexempt.com

Alternatives

iFastrack

iFastrack

GG-One Software

Alternatives

EXEMPTAX

EXEMPTAX

DACENSO
A1 Tracker

A1 Tracker

A1 Enterprise
CTrax

CTrax

JDi Data

Categories

Categories

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Integrations

No info available.

Integrations

No info available.
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information
Claim iExempt and update features and information
Claim iExempt and update features and information