Keeping Tax-Exempt Customers Happy: How Exemption Certificate Management Processes Can Deliver a Customer Experience Edge - Argyle Executive Forum Events Keeping Tax-Exempt Customers Happy: How Exemption Certificate Management Processes Can Deliver a Customer Experience Edge - Argyle Executive Forum Events

Overview

Happy customers = loyal customers, so businesses strive to deliver great customer experience, beginning with the purchase process. Exemption certificate management is an often overlooked part of that process, but can have a huge impact on the satisfaction of tax-exempt customers and repeat business. Now more than ever, every customer counts, which is why many businesses are changing their sales models to enable online sales. But is their technology ready to support tax-exempt sales, or are they setting themselves up for major accounting headaches?
Attend this webinar to:
  • Understand how inadequate processes for managing tax-exempt transactions and exemption certificates impacts business
  • Get best practices for properly managing exemption certificates
  • Learn how to deliver a positive customer experience by enabling easier purchases and certificate collection through online/digital channels
  • Hear how the South Dakota vs Wayfair decision has changed the game for manufacturers, even when most transactions are tax-exempt
  • Get answers to related questions from tax and automation experts
Join Us at this Event

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Moderators

Jess Bozzo, Content Manager, Argyle Executive Forum

 

Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Jersey City.

Jess is the Content Manager for Argyle Executive Forum’s growing CFO virtual division. In her current role, Jess is responsible for the creation and implementation of virtual event themes, overviews, and working with speakers and partners to create engaging and timely content. Prior to joining Argyle, Jess got her start in audience development and marketing with NewBay Media. A graduate of Gettysburg College, and a New Jersey native, Jess currently resides in Jersey City.


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Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit

    1 CPE Credit

  • Field of Study

    Finance

  • CPE Delivery Method

    Group-Internet

  • Program Location

    Online

  • Program Level

    Basic

  • Prerequisites

    No advanced preparation or prerequisites are required for this course.

More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit

    1 Hour

  • Field of Study

    Finance

  • CPE Delivery Method

    Group-Internet

  • Program Location

    Online

More information about Hours

Certified Management Accountant

  • Continuing Education Credit

    1 CE Credit

  • Field of Study

    Finance

  • CE Delivery Method

    Group-Internet

  • Program Location

    Online

  • Program Level

    Basic

  • Prerequisites

    No advanced preparation or prerequisites are required for this course.

More information about CE Credits