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ExemptSync ‑ Auto Tax Certs
- by Karan Goyal
- Free plan available
Automate tax exemption certificates for B2B sales. Customers submit, you approve, and tax-exempt status syncs to accounts automatically.
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About the ExemptSync ‑ Auto Tax Certs
ExemptSync automates sales tax exemption certificate management for U.S. B2B and wholesale merchants. Customers can submit tax exemption certificates through a branded storefront portal, while merchants review and approve submissions from a dedicated admin dashboard. The app uses AI-powered OCR technology to automatically extract certificate data from uploads, eliminating manual data entry. Once approved, tax-exempt status syncs directly to Shopify customer accounts. Features include bulk certificate management with complete audit trail, automated email notifications for submissions and approvals, and built-in expiry reminders to keep certificates current and maintain compliance. Perfect for wholesale businesses handling multiple tax exempt customers.
Launched: April 1, 2026
Hauptmerkmale
- Branded storefront portal for customer certificate submission
- AI-powered OCR auto-extracts data from uploaded certificates
- Auto-sync tax exemptions directly to Shopify customer accounts
- Bulk certificate management with full audit trail
- Automated email notifications for submissions and approvals
Pricing of ExemptSync ‑ Auto Tax Certs
Free
Free
- Up to 5 tax exemption certificates
- Customer portal for submissions
- AI-powered certificate OCR
- Auto-sync exemptions to Shopify
Starter
$9.99 / month
- Up to 50 tax exemption certificates
- Customer portal for submissions
- AI-powered certificate OCR
- Auto-sync exemptions to Shopify
Professional
$19.99 / month
- Unlimited tax exemption certificates
- Customer portal for submissions
- AI-powered certificate OCR
- Auto-sync exemptions to Shopify
