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TaxWisp: Automate TaxExemption
- by Smaitik Ventures
- Free plan available. Free trial available.
- by Smaitik Ventures
- Free plan available. Free trial available.
Automate tax-exempt sales for B2B, resellers, nonprofits & government. Validate certificates, speed up checkout & stay compliant.
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About the TaxWisp: Automate TaxExemption
TaxWisp automates sales tax exemption workflows for Shopify stores working with resellers, nonprofits, schools, government agencies, and B2B customers. The app handles tax-exempt certificate collection, validation, approval, and secure storage with centralized dashboards and email alerts. It automatically tags customers for seamless tax-exempt checkout, eliminating manual refunds and reducing errors. Features include guided exemption requests, automated certificate validation, audit-ready document storage, expiry alerts, and compliance analytics. Supports both pre-checkout exemption approval and post-checkout verification. Built for any Shopify store needing accurate tax exemption handling to improve compliance, speed up checkout, and grow tax-exempt sales.
Launched: October 14, 2024
Key features
- Guided tax-exemption requests & document submission for better exempt experience
- Automated certificate validation, approval & secure audit-ready storage
- Auto customer tagging for seamless tax-exempt checkout, no manual refunds
- Expiry alerts, analytics & compliance insights for effective tracking
- Supports both pre-checkout tax exemption approval and post-checkout verification
Integrations with:
- Checkout,
- Shopify Admin
Category:
Pricing of TaxWisp: Automate TaxExemption
Basic Plan
Free
- Streamlined tax-exemption handling
- Guided tax-exemption request submission
- Manual or auto-approval of exemptions
- Approve up to 30 tax-exemption requests
- Auto & custom exempt customer tagging
- Instant tax-exempt checkout, no refunds
- Advanced styling options for Store Theme
- Automated email notifications & tracking
Standard Plan
$8 / month
- All features in Basic Plan
- Unlimited tax-exemption approvals
- Automated certificate expiry reminders
- Customizable exemption request flow
- Advanced Analytics on Exempted Sales
- Advanced Analytics on Exempted Customers
- Auto Tax Jurisdiction & Compliance Match
- Store co-branding with TaxWisp
Premium Plan
$19 / month
- All features in Basic & Standard Plans
- AI Co-Pilot for document validation
- AI-powered insights on exemption request
- Automated exempt certificate validation
- Validation against IRS/state websites*
- Bulk import of tax-exempt customers
- Store Embedded tax-exempt request forms
- Pre/Post-Checkout Exemption Verification
