CertDesk — Resale Certificates
by CommercePilot
Collect resale certificates, approve in one click, and make wholesale buyers tax-exempt at checkout.
Tax
Free plan
- Rating
- —
- Reviews
- 0
- Pricing from
- $14.99/mo
- Launched
- Sep 2026
First seen 18 Sep 2026 · Data updated 1 week ago
About CertDesk — Resale Certificates
Wholesale buyers upload certificates on a page that matches your storefront theme — no account needed. Review everything in one queue: smart checks flag bad certificate numbers and wrong states before you approve. One click sets Shopify's native tax exemption, tags the customer, and starts the renewal clock. An overdue-review tab keeps lapsed certificates visible, and the one-click audit binder exports every document plus a CSV register for the day an auditor asks. Built for US wholesale.
Highlights
- Theme-matched upload page for buyers — no login or account needed
- One-click approval sets Shopify tax-exempt, tags, and customer metafields
- Smart checks flag bad certificate numbers and wrong states before approval
- Renewal tracking: review due dates, an overdue tab, and in-app alerts
- One-click audit binder: every document plus a CSV register in a single ZIP
Languages
English