Certly — Resale & Tax‑Exempt

by Certly
Desde $29/mes. Prueba gratuita disponible.

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by Certly
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Desde $29/mes. Prueba gratuita disponible.

Automate US resale and tax-exempt certificates with AI. Customers upload, you approve in one click—no email back-and-forth.

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About the Certly — Resale & Tax‑Exempt

Certly manages the complete lifecycle of US resale certificates and tax exemption certificates for B2B wholesale stores. Your customers upload their tax-exempt certificate PDF directly from their account page—no email back-and-forth needed. The AI reads and extracts key fields including buyer name, state, certificate ID, and expiration date automatically. Review and approve certificates in one click. Once approved, Certly marks the customer tax-exempt in Shopify and adds the appropriate tags. The app sends automatic renewal reminders at 60, 30, and 7 days before expiration, and expired certificates are handled automatically so you never mistakenly charge tax-exempt status to buyers with outdated documentation. Configure per-state rules to collect certificates only where required. Perfect for wholesale businesses operating across multiple US states that need to handle resale certificates and tax exemption documentation efficiently.

Launched: 1 de junio de 2026

Características principales

Carga de certificados de autoservicio en la nueva cuenta de cliente sin idas y venidas por correo electrónico
La IA extrae el nombre del comprador, el estado, el ID del certificado y la fecha de vencimiento del PDF cargado
La aprobación con un clic establece al cliente como exento de impuestos y lo etiqueta en Shopify
Recordatorios automáticos de renovación a 60/30/7 días, con caducidad automática después de la fecha del certificado
Reglas por estado: recopilar certificados solo en los estados donde se requieran