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