Stay Ready for your Agency Audit
Our trueDSD app helps you stay compliant in the trade by enabling your rep to snap an image of any regulatory permits you should have on file for any sale made to a customer. Whether it’s a sales tax exemption, blanket certificate, or license permit, eliminate the risk of not having the information at your fingertips in the event of an audit. State agencies will expect it.
Some entities allow you up to 90 days to obtain the certificate after the sale, but no one likes loose ends. While the rep is on-site, he can simply open the Customer Details form and tap on ‘Update Exemptions’. The ‘Add Photo’ option opens the camera automatically so the rep can snap an image of the document and set the expiration date. It’s that easy.
As you should expect by now, all that information is immediately available to you on the trueDSD Route Portal when the route syncs. The document no., expiration date, verification date, geocode, and image are all permanently archived and linked to the customer profile. You can access it and review it, at any time, from any device. That’s trueDSD.
Don’t settle. We do more.