Certly — Resale & Tax‑Exempt

AI-read B2B resale certificates — one-click tax exempt

by Certly · Launched: June 2026

0.0 on Shopify Built for Shopify

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AI-read B2B resale & tax exemption certificates. Customers upload, you approve in one click.

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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. 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 Show more Show less

Last verified: July 22, 2026 · Fresh