Pick your plan, add entities and exempt customers as needed, and scale into higher tiers. No surprises.
We count exempt customers, not certificates. One customer with 40 certificates = one customer.
No per-state fees, no per-certificate charges, no overages. Plans scale as you grow and stay audit-ready.
For teams that need a system of record and visibility.
1 entity + up to 100 exempt customers
+$19/mo per additional entity
Everything you need to organize:
Exempt customer tiers:
Upgrade for certificate uploads, reminders, and workflows.
For teams that need certificate workflows and connected evidence.
1 entity + up to 1,000 exempt customers
+$79/mo per additional entity
Everything in Essentials, plus:
Exempt customer tiers:
For firms managing multiple client workspaces.
5 client workspaces + 5,000 exempt customers
+$79/mo per additional client workspace
Everything in Professional, plus:
Exempt customer tiers:
Compare your exemption management costs vs. major sales tax vendors
| Feature | Essentials | Professional | Agency |
|---|---|---|---|
| Base price | $19/mo | $99/mo | $399/mo |
| Entities included | 1 | 1 | 5 client workspaces |
| Additional entities | +$19/mo each | +$79/mo each | +$79/mo per client |
| Exempt customers included | Up to 100 (tracking only, no file uploads) | Up to 1,000 | Up to 5,000 |
| Registration tracking | |||
| Encrypted DOR credentials | |||
| Document vault | 5GB | 10GB | 25GB |
| Tax rate lookup | |||
| Tax system integration | |||
| Nexus signals (physical + economic) | |||
| Filings evidence and due date calendar | |||
| Export deadlines to calendar (Google, Outlook, Apple) | |||
| Unlimited team members | |||
| Certificate file storage | |||
| Completeness checks | |||
| Two-way certificate sync (your tax automation system) | |||
| Request & upload workflows | |||
| Multi-client dashboard | |||
| Priority support | |||
| Cross-client reporting |
Each plan includes generous document vault storage. If you exceed your limit, additional storage can be added to your subscription:
Storage add-ons are available if you exceed your plan's included storage.
Single entity, 150 products. Needs registrations, DOR credentials, and an internal record of product classifications.
2 entities, manages 800 exempt customers (multiple state exemptions per customer).
8 clients, managing 4,000 total exempt customers across all clients.
Yes! All plans include a 7-day free trial. No credit card required.
Yes. Cancel anytime with no penalties. Access continues until the end of your billing period.
Essentials covers compliance tracking: registrations, nexus, filing history, and tax system connection. Professional adds full exemption management with certificate uploads, completeness checks, and automation. Agency includes everything in Professional plus multi-client workspaces for tax professionals.
No. All 50 states plus DC are included in every plan. No per-state fees ever.
Each plan includes 1 entity. Add more at $19/mo (Essentials) or $79/mo (Professional). Agency adds client workspaces at $79/mo each.
No. All plans include unlimited team members at no extra cost with role-based permissions.
Plans include 5GB to 25GB. Additional storage is auto-added starting at $3.49/mo for 50GB. No action needed.
Yes. A customer exempt in multiple states counts as one exempt customer. We support MTC and SST certificates across all 50 states plus DC.
Yes! All plans connect to your tax system for registration data and filing history. Essentials does not include exemption sync or full automated features. AvaTax is supported currently, with more on the way.
Your price adjusts based on exempt customers. Professional starts at $99/mo for up to 1,000. Grow to 1,500 and move to $149/mo tier. No per-customer fees. No overages or surprise charges.
A unique customer relationship requiring exemption documentation. One customer with certificates in 40 states = 1 exempt customer. Different from vendors who charge per certificate.
Sales Tax Vault checks uploaded certificates for completeness, extracting customer name, exemption type, states, and expiration dates. Missing fields and common issues are flagged for review.
Yes! Import via CSV, bulk upload PDFs, or sync from your tax system. Key certificate details are captured and organized for review.
Import your product catalog, classify items into internal categories, and map tax codes for Avalara or Vertex. Sales Tax Vault keeps a decision history and lets you export a Taxability Register, an Avalara import file, or recent changes. Categories are used for internal organization and consistency. Final tax treatment depends on jurisdictional rules and your configured tax systems.
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