ONESOURCE Certificate Manager
ONESOURCE Certificate Manager automates the collection, validation, storage, and renewal of sales tax exemption certificates.
What ONESOURCE Certificate Manager is
ONESOURCE Certificate Manager automates the collection, validation, storage, and renewal of sales tax exemption certificates. It checks certificates against state-specific rules and monitors expiration dates. Customers can submit certificates through a self-service portal, while tax teams can use reminders, customizable email templates, and audit-ready reports to prepare documentation on demand. The product connects with ONESOURCE Determination so exemption documents can be linked to tax calculation. Described use cases include manufacturing and distribution, government, education, nonprofits, retail, and sellers operating across multiple jurisdictions. Deployment uses an application server or web container, with software downloaded from the ONESOURCE Customer Center. The installation guide requires Determination 5.6.2.4 or higher; customers planning bulk uploads of customer and certificate data should also download Data File Integrator. In-application Help is available after installation and configuration, and documentation is directed to the Knowledge Base. Pricing is on request, there is no free plan, and a free demo can be requested. Listed platforms are API, self-hosted, web, and Windows.
Good
- Validates certificates against state-specific rules.
- Monitors expiration dates and provides reminders.
- Customers can upload certificates through a self-service portal.
- Customizable reports support audit documentation.
Watch out
- There is no free plan.
- Pricing is available on request.
- Installation requires Determination 5.6.2.4 or higher.
- Bulk uploads require Data File Integrator.
Who it suits
Certificate Manager suits tax teams that need to collect and track sales tax exemption certificates, prepare audit documentation, or connect certificate records with ONESOURCE Determination. Its described industries include retail, education, nonprofits, manufacturing, and distribution.
Verdict
Certificate Manager focuses on managing exemption certificates, with validation, expiration monitoring, and reporting tools. Review the Determination prerequisite and deployment requirements before planning installation.
Plans and prices
From ONESOURCE Certificate Manager's own pricing page, checked 29 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| ONESOURCE Certificate Manager | Priced on request | Pricing not listed; request a free demo |
The facts
Each one read from ONESOURCE Certificate Manager's own pages, with the date it was checked.
What it does
- Audit reporting
- Customizable, audit-ready reports let tax teams produce documentation on demand.checked 29 Sep 2026
- Bulk uploads
- The installation guide says customers planning bulk uploads of customer and certificate data should also download Data File Integrator.checked 29 Sep 2026
- Certificate tools
- Certificate Manager offers reminders, reporting, customizable email templates, and a portal for customer-entered certificates.checked 29 Sep 2026
- Customer portal
- Customers can upload exemption certificates directly through a self-service portal.checked 29 Sep 2026
- Deployment
- The installation guide describes deployment in an application server or web container and downloading the software from the ONESOURCE Customer Center.checked 29 Sep 2026
- Determination integration
- It integrates with ONESOURCE Determination to connect exemption documentation to tax calculation.checked 29 Sep 2026
- Filing support level
- nonechecked 22 Sep 2026
- Help and support
- The product help says in-application Help is available after installation and configuration, and directs users to the Knowledge Base for documentation.checked 29 Sep 2026
- Purpose
- Automates sales tax exemption certificate collection, validation, storage, and renewal.checked 29 Sep 2026
- Requirements
- The installation guide says Certificate Manager requires Determination 5.6.2.4 or higher.checked 29 Sep 2026
- Supported industries
- The product page describes use cases for manufacturing and distribution, government, education, nonprofits, retail, and multi-jurisdiction sellers.checked 29 Sep 2026
- Supported tax types
- sales tax exemption certificateschecked 22 Sep 2026
- Validation
- Automatically validates certificates against state-specific rules and monitors expiration dates.checked 29 Sep 2026
The company
- Founded
- 2008checked 28 Sep 2026
- Headquarters
- Toronto, Ontario, Canadachecked 28 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
