ONESOURCE Certificate Manager

What ONESOURCE Certificate Manager is

ONESOURCE Certificate Manager handles sales tax exemption certificates by automating their collection, validation, storage, and renewal. It checks certificates against state-specific rules and tracks expiration dates. Customers can submit documents through a self-service portal, while tax teams can use reminders, customizable email templates, and configurable audit-ready reports to prepare records when needed. The product connects with ONESOURCE Determination, linking exemption documentation to tax calculation. Its stated use cases cover manufacturing and distribution, government, education, nonprofits, retail, and businesses selling across multiple jurisdictions.

Deployment uses an application server or web container, with software obtained through the ONESOURCE Customer Center. Installation requires Determination 5.6.2.4 or higher. Organizations planning bulk imports of customer and certificate data should also obtain Data File Integrator. Once installed and configured, users can access in-application Help, with further documentation available through the Knowledge Base. Pricing is on request, and there is no free plan; a free demo can be requested. Listed platforms are API, self-hosted, web, and Windows.

Who it suits

It suits tax teams that manage exemption certificates across jurisdictions and need validation, expiration monitoring, customer uploads, or audit documentation. Its described industry use cases include manufacturing and distribution, public-sector and educational organizations, nonprofits, and retail.

Limits

There is no free plan; pricing is on request. Installation requires Determination 5.6.2.4 or higher, and bulk uploads of customer and certificate data call for Data File Integrator.

Getting started

1. Visit the ONESOURCE Certificate Manager product website.
2. Request pricing or a free demo.
3. Obtain the software through the ONESOURCE Customer Center.
4. Deploy it in an application server or web container.
5. Ensure Determination 5.6.2.4 or higher is available.
6. For planned bulk customer and certificate uploads, also download Data File Integrator.
7. Install and configure the product, then use in-application Help or the Knowledge Base.

Verdict

Choose ONESOURCE Certificate Manager if your team needs to collect, validate, track, and document sales tax exemption certificates, particularly alongside ONESOURCE Determination. Consider the deployment requirement and request pricing before deciding whether it fits your environment and budget.