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.

Reviews

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Support

App support provided by CommercePilot.

Resources

Developer

CommercePilot

Sector-15, 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

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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