Stop reviewing tax certificates by hand
Your B2B customers send certificates by email. You open them one by one, squint at handwritten forms, manually check fields, toggle tax exemptions in Shopify, and hope you remember when they expire. TaxCert automates all of it.
Shopify app · AI-powered · All 50 states + DC · Auto-applies tax exemptions
247
Total
3
Pending
5
In Review
218
Approved
12
Rejected
9
Expired
Acme Wholesale LLC
TX · Resale
Metro Signs Inc
CA · Resale
City of Springfield
IL · Government
Tax certificate management is a time sink
If you sell B2B on Shopify, you already know the pain.
Every manual step, automated
From upload to approval to expiration — TaxCert handles the entire certificate lifecycle without you touching Shopify admin.
AI-Powered Certificate Verification
Customers type in their details, upload their certificate, and AI verifies that the document matches what they entered — with per-field confidence scores so you know what's accurate and what needs a second look.
Automatic Approval
Certificates that meet your confidence threshold are approved instantly — tax exemption applied to the customer's Shopify account without you touching anything. Handle 80-90% of submissions automatically.
Intelligent Flagging
Missing signatures, expired dates, wrong form types, poor scan quality, illegible text — AI catches the problems before you waste time reviewing a bad certificate manually.
Branded Customer Portal
Give your customers a clean, professional upload portal with your logo, brand colors, and custom messaging. They upload their certificate, you get it processed — no email chains, no lost attachments.
Expiration Tracking & Reminders
Certificates expire and you forget to follow up. TaxCert sends automated reminders at 60 days, 30 days, and on expiration — then automatically removes the tax exemption. No manual tracking needed.
All 50 States + DC
Resale, government, nonprofit, agricultural, manufacturing — every certificate type across every state. Stop Googling which forms are valid where.
Direct Shopify Integration
Approved certificates automatically apply tax exemptions to the customer's Shopify account. Expired certificates automatically remove them. No manual toggling in Shopify admin.
Automated Email Notifications
Approval confirmations, rejection reasons, expiration reminders — all sent automatically with customizable templates. Stop writing the same emails over and over.
Dashboard & Reporting
See all certificates at a glance — filter by status, state, customer. View breakdowns by state and certificate type. Full audit trail for compliance.
Cross-Validation
AI doesn't just extract data — it cross-validates extracted information against what the customer provided. Catches mismatches and inconsistencies automatically.
Multi-Format Support
PDF, JPG, PNG — up to 10MB. Multi-page PDFs handled automatically. Your customers don't need to convert anything. Just upload and go.
Secure & Compliant
AWS S3 encrypted storage, Shopify API authentication, GDPR-compliant data deletion, full audit trail. Your customers' documents are protected.
From upload to tax-exempt in minutes
No manual review. No email chains. No spreadsheets. Just certificates processed and exemptions applied.
Customer Uploads Certificate
Your customer visits your branded portal, fills out their business info, and uploads their tax exemption certificate. PDF, JPG, or PNG — no conversion needed.
AI Verifies the Document
Your customer types in their details — business name, state, tax ID, certificate type, expiration date. AI then verifies that the uploaded document matches what they entered and flags any discrepancies.
Auto-Approve or Flag for Review
High-confidence certificates are approved instantly and tax exemption is applied to the Shopify account. Low-confidence submissions are flagged for your review in the dashboard.
Track, Remind, Renew
Automated reminders go out before certificates expire. When they do expire, tax exemption is automatically removed. No spreadsheets, no calendar reminders, no missed expirations.
Every state. Every certificate type.
States
All 50 US states + Washington DC
Multi-state businesses handled automatically. Each certificate tracks its applicable state.
Certificate Types
Built for B2B Shopify merchants
If your customers send you tax exemption certificates, this is for you.
Wholesale Businesses
Managing resale certificates from dozens or hundreds of B2B customers
Manufacturers
Handling exemption certificates from distributors and large buyers
Distributors
Processing tax exemptions across multiple states and customer types
B2B Retailers
Selling to businesses that need tax-exempt purchasing on Shopify
What you stop doing manually
90%
Auto-processed
Most certificates approved without human review
0
Missed expirations
Automated reminders and exemption removal
< 2min
Upload to approved
From customer submission to tax-exempt status
Start free. Scale when you need to.
7-day free trial on all paid plans. Free plan is free forever — no credit card required.
Free
Try it out. See how it works with real certificates.
- 3 certificates/month
- AI-powered analysis
- Customer upload portal
- Shopify tax exemption sync
- Email notifications
- Dashboard & reporting
Entry
For shops just starting with B2B tax exemptions.
- 10 certificates/month
- AI-powered analysis
- Customer upload portal
- Shopify tax exemption sync
- Email notifications
- Expiration reminders
- Dashboard & reporting
- Email support
Pro
For growing B2B operations with regular certificate volume.
- 50 certificates/month
- Everything in Entry
- Custom portal branding
- Adjustable AI thresholds
- Custom email templates
- CSV export
- Priority support
Business
Unlimited. For high-volume B2B with serious compliance needs.
- Unlimited certificates
- Everything in Pro
- Advanced reporting
- Multi-state analytics
- Full audit trail
- Priority support
- Custom onboarding