Compliance overview
Every pending review, expiring certificate, and coverage gap — the things an auditor would find first.
Expiring within 30 days
Renew before the certificate lapses — an expired cert means orders collect tax again.
Certificates
Every exemption certificate on file. Click a row for validation issues, full history, and approve / reject. Approval is blocked for invalid certificates.
Coverage matrix
Every state each buyer expects exemption in, checked against approved certificates. Missing = an order to that state collects tax today. This is the inventory auditors ask about first.
Renewals
Request renewals with a state-rule-aware email template. Every request is recorded — your paper trail of follow-up for the auditor — and auto-marked fulfilled when the buyer resubmits.
Needs a renewal request
Certificates expiring within 60 days, plus already-expired ones.
Request log
Every renewal request sent, and whether it was fulfilled.
Buyer portal
Share this page's link with B2B buyers — they submit their own certificates in about a minute. Submissions land in pending; nothing auto-approves. For annual-renewal states (FL, KS, IL, WA) the expiry date is suggested automatically.
Scope checker
Shopify's native flag exempts a customer everywhere — a TX certificate doesn't cover a CA shipment. Check any certificate against any ship-to state, or simulate what a checkout integration would decide per order.
Certificate scope check
Pick an approved certificate and a ship-to state: CertVault tells you whether the exemption actually holds.
Order simulator
Given a buyer and a ship-to state: exempt the order, or collect tax? This mirrors the decision a Shopify Functions checkout integration would call per order.
Audit log
Every submit, approve, reject, login, renewal request, and fulfillment — immutable and exportable. Auditors accept an export like this as the exemption paper trail.
Settings
Plan & billing, workspace users, and password management.
Plan & billing
Change password
Workspace users
Everyone with access to this compliance workspace.