Tax Exempt Manager automates B2B sales tax exemption certificate handling for U.S. wholesale merchants. Customers submit certificates through a branded storefront portal. Merchants review, approve, or reject from a dedicated admin dashboard. Approved certificates automatically sync tax-exempt status to customer accounts. AI-powered OCR extracts certificate data from uploads, eliminating manual entry. Built-in expiry reminders keep certificates current and your business compliant.

• Branded storefront portal for customer certificate submission
• AI-powered OCR auto-extracts data from uploaded certificates
• Auto-sync tax exemptions directly to Shopify customer accounts
• Bulk certificate management with full audit trail
• Automated email notifications for submissions and approvals