CertVault B2B Tax Certificates

CertVault B2B Tax Certificates

Pricing
Free plan available. Free trial available.
Rating
0.0 (0 Reviews)
Developer
Qaimos

Featured images gallery

Keep B2B tax-exempt sales audit-ready
  • Certificate inbox showing B2B company location requests and stat
  • Certificate detail with approve reject actions and buyer upload
  • Buyer upload page for submitting a resale/exemption
  • Keep B2B tax-exempt sales audit-ready
  • Certificate inbox showing B2B company location requests and stat
  • Certificate detail with approve reject actions and buyer upload
  • Buyer upload page for submitting a resale/exemption

Collect and approve US resale certificates. Approve sets B2B location tax-exempt, Pro adds audit ZIP

Shopify B2B only flips tax-exempt on a Company Location. CertVault stores the certificate behind that toggle. Merchants request a cert per location, buyers upload by link, and staff approve or reject in one inbox. Approval sets taxExempt on the location. You can export an audit binder ZIP and automatically clear taxExempt when a cert expires and no other valid cert remains. Does not file taxes or give tax advice.

Shopify B2B only flips tax-exempt on a Company Location. CertVault stores the certificate behind that toggle. Merchants request a cert per location, buyers upload by link, and staff approve or reject in one inbox. Approval sets taxExempt on the location. You can export an audit binder ZIP and automatically clear taxExempt when a cert expires and no other valid cert remains. Does not file taxes or give tax advice. more
  • Per Company Location certificate vault for US resale and exemption documents
  • Buyer upload links with no Shopify login required
  • Approve or reject in one inbox; approval sets location tax-exempt
  • Expiry reminders and automatic tax-exempt clear when a cert lapses
  • Audit binder export (certificate files plus CSV register)

Languages

English

Categories

Tax calcluation

Reporting and filing

Pricing

Choose the plan that best fits your business.

Free

Free

Features

  • 1 company with unlimited locations
  • Per-location certificate vault
  • Admin approve / reject
  • Buyer upload links
  • Expiry reminder banner

Pro

$9.99 / month

or $99.99/year and save 17%

Features

  • Unlimited companies
  • Per-location certificate vault
  • Admin approve / reject
  • Buyer upload links
  • Expiry reminder banner
  • Expiry auto-clears taxExempt
  • Audit binder ZIP export

5-day free trial

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 Qaimos.

Resources

Developer

Qaimos

27 Six Hills House, Stevenage, ENG, SG11AT, GB

Launched

October 23, 2026 · Changelog

Data access

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

View staff and contributor data:

Store owner

  • Store owner

    Name, email address, phone number, physical address

View and edit store data:

Customers, companies

  • Edit customers

    Customer data

  • Edit companies

    Companies

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