Verrim reads, validates, and files every resale and exemption certificate, then monitors renewals across all 50 states.
Every account you serve, clustered by relationship.
How it works
01
Send a branded request to any customer. Verrim chases the reply, so you don’t.
02
Customers upload through one link. Every document lands in a single, organized library.
03
Verrim reads each certificate, labels every field, and flags gaps. You approve in seconds.
04
Expiration alerts and a 50-state coverage map keep you audit-ready, always.
1 link
One upload link for every customer
50
States covered, forms current
Minutes
From upload to reviewed certificate
Three connected tools. Use them together, or on their own.
Collect
Send a request, and Verrim handles the reminders, tracks every reply, and files each upload in your library.
Campaign · Q1 California renewals
247 recipients · 89% open · 64% reply
Review
Verrim reads each certificate, labels every field, and flags anything missing before it counts toward coverage. Approve, fix, or reject in seconds — nothing is filed without your sign-off.
AI extracted · 5 fields
Monitor
Expiration alerts, gap detection, and a state-by-state coverage map, so nothing lapses unnoticed.
State coverage
32 covered · 4 expiring
What collecting and renewing certificates costs a team each year, before software.
Chasing certificates
3 hours per week
Emails, follow-ups, and tracking who sent what.
Checking forms
2 hours per week
Verifying state rules, expiration dates, and missing fields.
Audit prep
1–2 hours per week
Pulling records, proving coverage, answering auditor questions.
As things add up
6–8 hours
Manual work caused by spreadsheets and disconnected tools.
Exempt sales and audit exposure, by the numbers.
$1.2T
in U.S. exempt B2B sales annually
U.S. Census · 2024 economic data
50
states with their own rules, forms, and expiration schedules
State departments of revenue
5 figures
what a single state audit can run in assessments and penalties
Varies by state and exposure
Inside the product
The same dashboard your team signs into — live layout, live components, light or dark. Try the appearance switch.
Spreadsheets don’t expire, but certificates do. A row can’t tell you a California resale certificate lapsed last week, email the customer, read the replacement, and file it. Verrim watches every certificate’s status and chases the ones that fall out of compliance, so an audit never begins with a frantic afternoon in a workbook.
No AI is perfect, which is why Verrim never files a certificate on its own. Extraction pre-fills the fields it finds and flags what’s missing; suggested customer matches show a confidence level. A person approves every certificate before it counts. The AI does the typing — you make the call.
Yes, wherever there’s something to cover. Monitoring is truly 50-state: expiration tracking and your coverage map work everywhere you have customers. The form catalog spans the 46 jurisdictions that issue a certificate (45 sales-tax states plus DC), along with the multistate MTC and SST certificates, updated as states revise them. The other five (Alaska, Delaware, Montana, New Hampshire, and Oregon) levy no general sales tax, so there’s no certificate to file.
Most teams import their customers and send a first collection campaign the same day. There’s no implementation project — connect your data, pick who to chase, and Verrim starts working.
Verrim handles the collection, the reading, and the monitoring. You handle the business.