Exemption certificate operations layer

Resale certificate tracking beyond spreadsheets

Import customers, send secure upload links, see missing and expiring accounts, review files, and export records for audit prep. No enterprise tax-suite rollout required.

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For controllers, CFOs, AR, credit, tax, accounting, and certificate review teams at regional distributors.

Pricing

Pricing you can evaluate before a sales call

Try ExemptDock with sample data or a small customer list. Upgrade after your team has seen the dashboard, request emails, review queue, and exports.

Essentials

$39/month

Up to 250 tracked customer accounts

Operations

Recommended

$89/month

Up to 1,000 tracked customer accounts

Regional

$219/month

Up to 5,000 tracked customer accounts

Scale

From 499/month

5,000+ tracked customer accounts

Annual pricing shown. Month-to-month is available. ExemptDock does not calculate tax, file returns, or manage nexus.

See full pricing

For distributors

For distributors with certificate work spread across inboxes and trackers

ExemptDock fits regional distributors and wholesalers that need a cleaner way to request certificates, review files, track expirations, and answer audit-prep questions across branches, reps, and customer accounts.

Electrical distributorsHVAC and plumbing distributorsIndustrial, MRO, and safety distributorsJanitorial and sanitation distributorsBuilding-materials distributorsFoodservice distributorsMedical, dental, and lab supply distributors

Good fit

  • Your exempt-customer list lives outside a full tax suite
  • Certificates are split across email, shared drives, ERP attachments, and spreadsheets
  • Your team needs a daily view of missing, expired, expiring, and waiting-for-review accounts
  • You need certificate packets and status reports without starting a major tax-system project

Not a fit

  • You need tax calculation at checkout
  • You need sales tax filing or remittance
  • You need nexus analysis
  • You need legal advice or a certificate-validity guarantee
  • You only need a Shopify checkout exemption app

The manual process

Spreadsheets and shared drives hold files. They do not tell you what needs attention.

Most teams can find a certificate eventually. The harder question is which customer records are covered, which uploads still need review, which certificates expire soon, and what can be packaged quickly for audit prep.

  • Certificates are attached to emails but not tied to customer records
  • The ERP says tax exempt, but the supporting document is hard to find
  • Expiration dates are tracked manually or not at all
  • Review decisions sit in notes, old tracker versions, or someone's memory
  • Audit prep means searching folders, email threads, and old tracker versions

Storage is the easy part. The day-to-day work is status, ownership, review history, renewal follow-up, and exports.

How it works

Import, request, review, renew, export

Start with a customer CSV. Send request emails. Review what comes back. Keep reminders and exports tied to the customer accounts your team already uses.

01

Import customers

Upload a CSV from your ERP or customer master. ExemptDock turns each row into a tracked customer account.

02

Send upload requests

Email secure upload links to customer contacts. They can send the certificate back without creating a login.

03

Review submissions

Review each upload, note missing fields or dates, accept the record, or ask the customer for a corrected file.

04

Renew and follow up

Send reminders before certificates expire and keep the follow-up history on the customer record.

05

Export records

Export certificate files, customer metadata, review history, missing/expired reports, and status CSVs.

Dashboard

Know who is missing support before audit prep starts

See missing, expired, expiring, needs-review, and needs-info accounts without opening the spreadsheet tracker.

  • Missing certificate report
  • Expired certificate report
  • Expiring soon list
  • Needs-review queue
  • Needs-info customer follow-up
  • Filters by customer, state, branch, reviewer, status, and date
  • Status CSVs for ERP updates

Customer upload portal

Customers upload certificates without creating another account

Send a secure link, collect the certificate, and attach the upload to the right customer account.

  • Branded upload page
  • Secure unique upload links
  • PDF, PNG, and JPG upload
  • Contact information capture
  • Optional customer notes
  • Upload confirmation
  • Correction link tied to the same customer record

Your customers should not have to learn ExemptDock. They get a clear request, upload the document, and move on.

Review queue

A review queue for certificate work that should not live in email

Route uploads to reviewers, record missing information, request corrections, and keep the decision history with the file.

  • Reviewer assignment
  • Certificate preview
  • Missing-field and date findings
  • Accept / needs-info / archive decisions
  • Internal notes
  • Customer correction request
  • Review history
  • Audit log

ExemptDock helps reviewers document what they saw. Your team still decides tax treatment and whether to accept a certificate.

Renewals and corrections

Make renewal follow-up less dependent on memory

Send reminders for missing, expired, and expiring certificates. If a file needs correction, send a new upload link tied to the same customer account.

  • Missing certificate reminders
  • Expired certificate reminders
  • Expiring certificate reminders
  • Needs-info corrected upload links
  • Customer record timeline
  • Reminder schedule

Audit and export

Build the certificate packet without digging through inboxes

Create audit ZIP exports, missing/expired reports, and status CSVs from the same records your team updates every day.

  • Audit ZIP export
  • Certificate files
  • Metadata CSV
  • Review status
  • Customer/account mapping
  • Audit log
  • Missing/expired report
  • Status CSV export for ERP or internal tracking

When an auditor, controller, or CFO asks for support, the answer should not depend on who remembers the right folder.

Buying committee

Give each team the same certificate status

Controller / CFO

A current view of missing support, aging certificate issues, and what the team can produce for audit prep.

AR manager / credit manager

A cleaner handoff between customer follow-up and account status updates.

Tax manager

One queue for review decisions, missing-field notes, renewal timing, and exportable records.

Accounting admin / certificate reviewer

A work list for uploads, corrections, reminders, and the status changes that used to live in email.

Why this instead

Where spreadsheets, ERPs, and tax suites fall short

Your ERP should stay the customer system of record. ExemptDock handles the certificate work around it: requests, uploads, reviewer decisions, renewal reminders, and exports.

OptionTypical fitWhere it breaksExemptDock position
Spreadsheets, email, shared drivesCheap and familiarNo upload links, no review queue, manual reminders, and painful audit packetsKeeps requests, files, review decisions, renewal dates, and exports tied to customer accounts
ERP-only trackingCustomer master and tax statusUsually stops at account status and attachments, not customer follow-up or review historyUses ERP customer lists as input and sends status CSVs back out
Enterprise tax suitesTax calculation, filing, nexus, tax-content automation, integrationsMore product than many regional distributors need for certificate cleanupFocuses on certificate collection, review, renewal, and exports. It does not calculate tax.
Ecommerce/Shopify appsStorefront exemption handlingBuilt around checkout, not branch, counter, EDI, phone, and account-managed ordersHandles back-office certificate follow-up across distributor customer records

Pricing

Plans based on tracked customer accounts, not every email or upload

Start with a 21-day trial. Move to a paid plan when the customer list, file volume, and reviewer count match your real certificate workload.

Essentials

Small distributors replacing spreadsheet trackers and shared folders

$39/month billed annually

Month-to-month: $45/month

Tracked accounts
Up to 250
Certificate files
Up to 500
Internal users
3 internal users
Request emails
1,000 request emails/year
Scope
1 organization, 1 brand
Start free trial
  • CSV customer import
  • Missing certificate dashboard
  • Expired and expiring certificate list
  • Secure no-login upload links
  • Certificate request emails
  • Renewal reminders
  • Basic review statuses
  • Private file storage
  • Status CSV export
  • Missing/expired report
  • Basic audit log
Recommended

Operations

Most regional distributors handling follow-up across AR, credit, accounting, and tax

$89/month billed annually

Month-to-month: $95/month

Tracked accounts
Up to 1,000
Certificate files
Up to 2,500
Internal users
10 internal users
Request emails
5,000 request emails/year
Scope
1 organization, up to 2 brands, branches, or divisions
Start free trial
  • Everything in Essentials
  • Audit ZIP export
  • Review queue
  • Missing-field and date findings
  • Correction links for needs-info records
  • Renewal reminder campaigns
  • Organization branding
  • Role-based access
  • Export history
  • Advanced status CSV export
  • Full missing, expired, and expiring reports
  • Customer upload history
  • Reviewer decision history
  • Standard support

Regional

Multi-branch distributors with larger customer lists and more reviewer coordination

$219/month billed annually

Month-to-month: $239/month

Tracked accounts
Up to 5,000
Certificate files
Up to 12,500
Internal users
25 internal users
Request emails
20,000 request emails/year
Scope
Up to 5 brands, branches, or divisions
Start free trial
  • Everything in Operations
  • Multi-branch views
  • Advanced filters
  • Bulk request campaigns
  • Bulk renewal campaigns
  • Advanced role-based access
  • Reviewer assignment
  • Branch/location reporting
  • Saved report views
  • Enhanced audit log
  • Priority support
  • Assisted import review

Scale

Larger distributors with branch complexity, migration work, or custom export needs

$From 499/month billed annually
Tracked accounts
5,000+
Certificate files
Custom
Internal users
Custom
Request emails
Custom
Scope
Multiple organizations, brands, branches, or divisions
Contact sales
  • Everything in Regional
  • Custom onboarding
  • Data migration assistance
  • Custom export templates
  • Advanced audit log
  • Admin controls
  • Dedicated support contact
  • Security review support
  • Optional custom ERP export format

21-day free trial. No credit card required.

Use sample data or import a small customer list. Send a few secure upload links, review what comes back, and export a status report before choosing a plan.

  • Import up to 250 tracked customer accounts
  • Store up to 50 certificate files
  • Send up to 100 certificate request emails
  • Invite up to 3 internal users
  • Use sample data or live data
  • Try the dashboard, upload portal, review queue, reminders, and exports
  • Create a limited audit ZIP export for up to 10 records

What to try first

  1. Import a customer CSV or load sample data
  2. Add the sender name and basic organization branding
  3. Send the first certificate request
  4. Open the secure customer upload portal preview
  5. Review a sample uploaded certificate
  6. Export a status CSV
  7. View the missing/expired report

Annual pricing shown. Month-to-month is available for Essentials, Operations, and Regional. Prices exclude applicable taxes. A tracked customer account is a customer imported into ExemptDock for certificate status, requests, reminders, review, and exports.

Security and trust

Keep certificate files out of the shared inbox

Resale and exemption certificates can include tax IDs, addresses, signatures, and business contacts. ExemptDock gives your team a private place to request, review, and export those files.

ExemptDock gives the right people a permissioned place to handle uploads, review decisions, reminders, and exports instead of passing files through a shared inbox.

Private organization-level file storageSecure upload linksRole-based accessAdmin-managed usersAudit log for key actionsSigned file access routesUpload links that can expire or be revokedPrivacy policy and product boundary documentation

Product boundary

Certificate work, not tax advice

ExemptDock helps your team collect, review, renew, and export certificate records. It does not replace your tax advisor, tax engine, ERP, or filing process.

Read product boundaries

ExemptDock does not:

  • Calculate sales tax
  • File returns
  • Determine nexus
  • Provide legal advice
  • Guarantee certificate validity
  • Guarantee audit outcomes
  • Decide whether a customer should be tax exempt
  • Replace tax counsel, accountants, or internal tax review

FAQ

Questions buyers ask before importing a customer list

Short answers on product scope, free trials, imports, exports, and tax boundaries.

Is ExemptDock a tax engine?

No. ExemptDock does not calculate sales tax, determine taxability, file returns, or manage nexus. It helps your team collect certificates, review uploads, track status, send renewal reminders, and export records.

Does ExemptDock validate exemption certificates?

No. ExemptDock can surface missing fields, dates, files, and reviewer notes. It does not guarantee that a certificate is legally valid or that a customer is properly exempt. Your company and advisors still make the tax decision.

Who is ExemptDock built for?

ExemptDock is built for regional B2B distributors and wholesalers, especially accounting, credit, AR, tax, and finance teams that collect resale or exemption certificates from business customers.

What kinds of distributors use ExemptDock?

ExemptDock is a strong fit for electrical, HVAC/plumbing, industrial, MRO, safety, janitorial/sanitation, building-materials, foodservice, and medical/dental/lab supply distributors.

Can customers upload certificates without creating an account?

Yes. You send a secure upload link. The customer opens the page, attaches the certificate, adds contact details if needed, and submits the file without creating an ExemptDock login.

Can we import customers from our ERP?

Yes. ExemptDock starts with CSV customer import. Your ERP can remain the customer system of record while ExemptDock handles certificate requests, review status, reminders, and exports.

Can ExemptDock update our ERP?

ExemptDock provides status CSV exports that your team can use for ERP updates or internal reporting. Do not assume direct ERP sync unless it has been separately implemented.

What happens when a certificate is incomplete?

A reviewer can mark the record as needs info, add a note, and send the customer a corrected upload request tied to the same customer account.

What can we export for an audit?

ExemptDock can export certificate files, customer metadata, review status, audit log details where available, missing/expired reports, and status CSVs.

Does ExemptDock replace Avalara, Vertex, Sovos, or Thomson Reuters?

No. Those platforms cover broader tax automation and compliance work. ExemptDock is narrower: certificate collection, review, tracking, renewal, and export for teams that do not need a full tax-suite rollout for this problem.

Does ExemptDock work for Shopify stores?

ExemptDock is not primarily a Shopify checkout app. It is built for distributor back-office certificate work. If the only problem is storefront exemption handling, a Shopify app may be the better fit.

Is ExemptDock legal or tax advice?

No. ExemptDock organizes work. It does not provide legal advice, tax advice, certificate-validity guarantees, or audit-outcome guarantees.

Is there a free trial?

Yes. The 21-day trial does not require a credit card. You can use sample data or import a small customer list, send upload links, review submissions, and export status reports.

Do I need a sales call to start?

No. Essentials, Operations, and Regional can start with a free trial. Scale usually needs a sales conversation because larger imports, branch structures, and security reviews vary.

What happens when I hit my tracked customer account limit?

You can upgrade plans or buy additional tracked customer account blocks if available.

Are customer records and certificate records the same thing?

No. A customer record is an account imported from your ERP or customer list. A certificate record is a certificate file and its related status, dates, and metadata.

Why is ExemptDock more expensive than Shopify apps?

Shopify apps handle storefront checkout. ExemptDock is for distributor back-office work across customer records, upload requests, review status, reminders, and exports.

Start free

Start with a small customer list

Upload sample data or a live CSV, send a few secure links, review the first submissions, and export a status report during the 21-day trial.

Start free trialSee pricing
No credit card required. ExemptDock organizes certificate work. It does not provide tax advice.