Resale certificate management
built for interior design.
Verified designer profiles. Compliant certificates pre-attached at trade-account application. State-scoped exemption written directly to the Shopify customer profile.
Talk to usBuilt end-to-end for the
trade-channel exemption workflow.
Verified designer profiles
Designers maintain a single Credenza profile—legal entity name, state tax IDs, registrations—verified at signup and kept current. You receive vetted applicants, not raw form submissions.
Generated from verified data, not user-typed fields
Credenza already has the designer's verified sales tax ID, EIN, legal entity name, and state registrations on file. The engine pairs that with their profession and shipping destinations to generate the right form for all 46 sales-tax states—MTC, SST, state-specific, or state-issued—prefilled correctly. No “please upload your cert” follow-ups. No blurry phone photos. No last year's PDF in this year's application.
Pre-attached at application time
When a designer applies for a trade account, their compliant certificate arrives with the application. No follow-up email. No “please send your resale cert.”
State-scoped exemption on the Shopify customer profile
When a designer is approved, Credenza applies exemption on the customer record for each state they're certified in—and the certificate is stored on the same profile, so the audit trail lives where the customer lives. No manual tagging, no all-or-nothing flag, no ops person flipping settings after every approval.
Renewal lifecycle managed for you
Credenza tracks expirations by vendor and state, prompts the designer before lapse, pre-fills the renewal, and pushes the new certificate to your customer profile when it's signed.
Audit-ready records
Every certificate, every renewal, every state—searchable and exportable from your Credenza dashboard, with each tax-exempt order linked back to the certificate that justified it. Exemption status, the certificate file, and key dates are mirrored onto the Shopify customer profile, so the record stays in sync where you sell. When an auditor calls, you pull one tax-auditor-ready CSV—no spreadsheets to assemble, no two systems to reconcile.
Native Shopify integration.
More on the way.
- →State-scoped exemption written directly to the customer profile
- →Certificate linked on the same customer record
- →Renewal pushed automatically when signed
- →One audit trail, linked to every customer and order—nothing to reconcile by hand
Additional commerce platforms in development. Tell us what you use.
Other tools store the certificate.
Credenza acts on it.
The trade-account workflow
runs on certificate guesswork.
The buyer is self-taught.
Many designers run small practices without an in-house accountant. Resale-certificate compliance was built for enterprise tax teams, not one-person studios—the mistakes aren't carelessness, they're a system mismatch.
User error compounds it.
Blurry phone photos. Last year's PDF resent. The wrong state's form. The wrong entity name. The certificate stack you're managing is full of quiet errors no validator can catch upstream.
Existing tools can't fix it.
CertCapture, Avalara ECM, Shopify's exemption module, TaxJar—they store documents and validate fields. They don't know who the designer is, what they sell, or where they ship.
The exposure is real.
Under good-faith rules, an invalid certificate shifts liability—vendor first, designer second. A trade book of quietly lapsed certificates is compounding tax risk you can't always see.
Questions vendors ask.
A certificate workflow
that compounds.
1,700+ to-the-trade brands. An active designer network maintaining verified profiles. The more vendors join, the more designer profiles arrive verified, the cleaner your trade book gets.
Talk to us