Verrim reads, validates, and files every resale and exemption certificate, then monitors renewals across all 50 states so your records stay audit-ready.
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
Verrim removes the manual work so your team can focus on revenue.
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
Click through the real app. Every item in the sidebar is a working page — browse customers, review certificates, manage upload links, and more.
Total Certificates
1,247
+12% vs prev
Compliance Rate
92%
+3% vs prev
Expiring Soon
23
+4 vs prev
Pending Reviews
8
-3 vs prev
Certificate status
1,247 total
Recent activity
View allSpreadsheets 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. Verrim maintains the current resale and exemption forms for every U.S. state, plus the multistate MTC and SST certificates, and updates them as states revise them. Your coverage map shows exactly where you stand.
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.