Exemption certificates, handled.

Request, collect, and track sales tax exemption certificates — for your business or embedded in your platform. No spreadsheets, no email threads, no missing documents.

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Exemption certificates are a mess.

For businesses

Chasing certificates means email threads, lost attachments, expired documents, and audit risk. Manual tracking breaks down after 10 customers.

For platforms

Your customers need exemption certificates but building collection, storage, and tracking from scratch takes months. And then you maintain it forever.

For partners & firms

Managing certificates across multiple clients means duplicate work, inconsistent processes, and no unified view of what's missing or expired.

Three steps. No manual chasing.

1

Send a request

Add your customer and send a branded certificate request — from the dashboard or via API.

2

Customer uploads

They click the link, upload their certificate. No account required. Takes 30 seconds.

3

Certificate is tracked

Stored, searchable, tracked. You get a webhook. Expiration dates are monitored. Reminders are automatic.

One workflow that works for everyone.

Request

Branded emails with secure upload links

Collect

Customers upload in 30 seconds

Track

Full lifecycle with audit trail

Remind

Automatic follow-ups and expiration alerts

Integrate

API + webhooks for platforms

For Platforms

Embed certificate collection into your product. Two API calls, one webhook. Your customers upload through a branded experience you control.

  • Create customers and requests via API
  • Embed upload URLs in your UI
  • Signed webhooks on completion
  • Automatic retries + replay

For Partners & Firms

Manage certificates across all your clients. Branded requests, full lifecycle tracking, expiration monitoring.

  • Branded emails and upload pages
  • Full audit trail per request
  • Expiration reminders
  • Works with your existing tools

For Businesses

Stop chasing certificates through email. Send a request, your customer uploads, done.

  • Send branded request emails
  • Simple, secure upload page
  • Track from pending to completed
  • Get reminded before expiry

Built for real operations.

Secure uploads
HTTPS everywhere. No customer accounts required.
Signed webhooks
HMAC-SHA256 on every delivery. Full logging.
Automatic retries
Exponential backoff. Replay from dashboard.
Audit trail
Every action logged. Full lifecycle tracking.

Ready to stop chasing certificates?

Create your free account and send your first request in under 5 minutes.