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AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.
Companies
Key Features
- Self-serve cert upload in the new customer account no email back-and-forth
- AI extracts buyer name, state, certificate ID, and expiry from the uploaded PDF
- One-click approve sets the customer tax-exempt and tags them in Shopify
- Automatic 60/30/7-day renewal reminders, with auto-expiry past the cert date
- Per-state rules: collect certificates only in states where they're required
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Certly — Resale & Tax‑Exempt FAQs
No. Certly — Resale & Tax‑Exempt pricing starts at N/A. For more details about Certly — Resale & Tax‑Exempt pricing, check here.
