Case Study: Graybar achieves improved audit defense and centralized exemption certificate management with Vertex Inc.'s Exemption Certificate Manager

How Graybar Improved Audit Defense with Vertex Exemption Certificate Manager

Graybar Electric faced an error-prone, decentralized tax-exemption workflow after the South Dakota v. Wayfair changes, with roughly 277 people across the company handling exemption certificates. To standardize and streamline the process, Graybar engaged Vertex and implemented the Vertex Exemption Certificate Manager (with support from LCR‑Dixon).

Vertex centralized Graybar’s certificate management, cutting the number of people entering certificates from about 277 to 25, hard-coding rates for certain customers, improving audit defense, and providing a single repository for timely uploads and consistent tax handling. The Vertex solution delivered faster credit processing, greater accuracy, and a more defensible audit posture.

Graybar

Lauren Marks

Administrative Manager