CertDesk — Resale Certificates

by CommercePilotTax · #118 in category

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Tracking since Sep 1, 2026

Listing content

Currently live on the App Store

Name

CertDesk — Resale Certificates

Subtitle

Collect, approve, and track resale certificates — audit-ready

Introduction

Collect resale certificates, approve in one click, and make wholesale buyers tax-exempt at checkout.

Details

Wholesale buyers upload certificates on a page that matches your storefront theme — no account needed. Review everything in one queue: smart checks flag bad certificate numbers and wrong states before you approve. One click sets Shopify's native tax exemption, tags the customer, and starts the renewal clock. An overdue-review tab keeps lapsed certificates visible, and the one-click audit binder exports every document plus a CSV register for the day an auditor asks. Built for US wholesale.