Shopify B2B

Keep B2B tax-exempt sales audit-ready

CertVault is the certificate layer behind Shopify’s Company Location tax-exempt toggle. Collect resale and exemption certificates, approve in one inbox, and export an audit binder when you need it.

Per-location vault

Store US resale and exemption certificates against each B2B Company Location.

Buyer upload links

Share a link so buyers upload a PDF or image without a Shopify login.

Approve → tax-exempt

Approval sets taxExempt on that location. Reject with a reason for your records.

Expiry + audit binder

Reminder window in admin. Optional automatic taxExempt clear and ZIP export with CSV register.

Resources