CertDesk — Resale Certificates

CertDesk — Resale Certificates

Pricing
Free plan available
Rating
0.0 (0 Reviews)
Developer
CommercePilot

Featured images gallery

Certificate review queue with statuses and audit export
  • Certificate queue with pending and approved statuses
  • Review screen with certificate details and document preview
  • Buyer upload page rendered in the storefront theme
  • Certificate review queue with statuses and audit export
  • Certificate queue with pending and approved statuses
  • Review screen with certificate details and document preview
  • Buyer upload page rendered in the storefront theme
  • Shopify customer marked tax-exempt with certificate metafields
  • Overdue review warning banner on the certificate queue

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

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.

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. more
  • Theme-matched upload page for buyers — no login or account needed
  • One-click approval sets Shopify tax-exempt, tags, and customer metafields
  • Smart checks flag bad certificate numbers and wrong states before approval
  • Renewal tracking: review due dates, an overdue tab, and in-app alerts
  • One-click audit binder: every document plus a CSV register in a single ZIP

Languages

English

Categories

Tax calcluation

Reporting and filing

Pricing

Choose the plan that best fits your business.

Free

Free

Features

  • Up to 5 approved certificates

Growth

$14.99 / month

Features

  • Up to 50 approved certificates

Pro

$29 / month

Features

  • Unlimited approved certificates
  • Audit binder export (ZIP + CSV)

All charges are billed in USD. Recurring and usage-based charges are billed every 30 days.

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Support

App support provided by CommercePilot.

Resources

Developer

CommercePilot

Sector-15, C-150, 3rd Floor, Noida, UP, 201301, IN

Launched

September 1, 2026

Data access

This app needs access to the following data to work on your store. Learn why in the developer's privacy policy .

View customer data:

Sensitive data

  • Sensitive data

    Name, email address, phone number

View staff and contributor data:

Store owner

  • Store owner

    Name, email address, phone number, physical address

View and edit store data:

Customers

  • Edit customers

    Customer data

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