ExemptSync ‑ Auto Tax Certs
Automate B2B tax exemption certificate collection. Customers submit via a branded portal, AI extracts data, and exemptions sync to accounts automatically.
Automate U.S. B2B tax exemption certificates — collect, approve, and sync to customer accounts.
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.
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.
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- 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