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Certly — Resale & Tax‑Exempt logo

Certly — Resale & Tax‑Exempt

Develop by Shopify

$29-$199

/ Month

Streamlines resale and tax-exempt processes with AI-powered automation.

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About Certly — Resale & Tax‑Exempt

Launched May 31, 2026

Categories

Taxes

Built by Shopify

Address

Red Bank, NJ, US

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

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

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.

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. more
  • 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

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