Certly — Resale & Tax‑Exempt
by Certly
AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.
- Rating
- —
- Reviews
- 0
- Pricing from
- $29.00/mo
- Launched
- Jun 2026
First seen 18 Sep 2026 · Data updated 1 week ago
About Certly — Resale & Tax‑Exempt
Certly handles the entire lifecycle of US resale and exemption certificates. B2B customers upload a PDF from their account page; Certly extracts the key fields with AI, lets you approve or reject in one click, and marks the customer tax-exempt in Shopify. Expiring certificates trigger automatic renewal reminders, and stale ones expire on their own so you stop charging tax-exempt buyers by mistake. Built for stores selling wholesale across multiple US states.
Highlights
- 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
Languages
English