Live Walkthrough

See how your resale certificate process would work in ExemptOps.

This session is for Shopify-first wholesalers and distributors still managing certificates through email, spreadsheets, shared drives, and manual account updates. We will review your current process and show how requests, reviews, renewals, exports, and downstream status updates work in ExemptOps.

Start the request Request times

Best Fit

Shopify is already live.

QuickBooks Online or CSV is part of the finance process.

You have at least 50 exempt accounts or rising complexity.

Certificates are still being managed manually today.

What we cover

Buyer request and upload.

Review, approval, rejection, and follow-up.

Renewal reminders and audit exports.

How approved status reaches Shopify and finance.

What we do not cover

Tax filing, tax calculation, or nexus logic.

Broad ERP replacement projects.

Free self-serve trials or open-ended enterprise discovery.

Tell Us About Your Workflow

Give us enough context to make the walkthrough useful.

These answers help us focus the session on the real bottlenecks in your certificate process.