Manage Your Entire Tax Exemption Process from One Application
Manage Logistics and Save Time in Tax Exemption Processing and Documentation with CSI's Channel Partner Facilitator
The Channel Partner Facilitator (CPF) Powered by Compliance Solutions, Inc. is SaaS developed to manage the complicated web of Tax Exemption requirements.
This tool will allow you to have a tool similar to systems that AT&T, Verizon and CenturyLink have developed for their own internal use. This allows you to lease custom tax exemption
software and put your logo on your instance of the CPF.
CPF will help you manage your wholesale and enterprise customers' exemption status in an easy-to-use data library. The system will make the logistical nightmare of tax
exemption management manageable.
Provides password protected organization and management structure for the processing and maintaining of tax exemption forms
Generates reports that enables you to know your customer exemption status at any time
Informs you when your customer tax certificates are nearing expiration
Available 24/7/365
Automates your customer outreach with mass email distribution of valid forms based on your customers' needs
Resources available via Compliance Solutions Tax Exemption Department to provide expertise and answer questions
Customizable to display your logo and interface directly with your customers
Customer support by phone or email is included with the hosted application