Verified trade buyers,
auto-onboarded to
your Shopify store.
Credenza verifies interior designers, architects, and other trade buyers through nine evidence checks—then creates the customer profile in your Shopify store, or updates it if the customer already exists, with verification status, exemption details, and your trade-customer tag, so existing pricing rules and tax-exempt checkout work automatically.
One-click install from your Credenza dashboard · OAuth + metafields + webhooks configured automatically · Works on every Shopify plan, including Shopify Plus B2B.
Credenza is the verification layer behind every trade account in Shopify. Designers are verified through nine evidence checks before they reach your store; Credenza then creates the customer profile in Shopify—or updates it if the customer already exists—with verification status, exemption fields, and a trade-customer tag. The signed resale certificate lives in Credenza's secure, audit-ready vault.
Manual trade onboarding doesn't scale—and the exposure compounds.
You're on the hook wherever you have nexus.
Sell into enough states and you owe sales tax in each one. Every tax-exempt order you accept on an invalid or expired resale certificate is exposure—and it stacks up quietly across every state you ship to.
The rules don't hold still.
Certificate formats, renewal cadences, and expiration logic vary by state—some never expire, some reset every calendar year. Staying current by hand, per customer, per state, is nearly impossible.
Tagging and chasing certificates is a standing tax on your team.
Creating customer tags, tracking expirations, requesting renewed certificates—repeated on every applicant and every renewal. It never ends, and it never gets faster.
That time belongs on sales and service.
Your team should be selling and taking care of designers—not acting as part-time tax-compliance reviewers.
Six jobs Credenza handles so your team doesn't.
Verified trade accounts, on your rules
Every applicant runs through Credenza's nine-check verification engine. You set the gating—auto-approve, manual review, or reject—and Credenza applies your rules consistently on every application.
Customer profiles, created and tagged
Credenza creates each verified designer's Shopify customer profile—or updates it if they already exist—and applies your trade-customer tag plus tags for role and discount tier. Your existing pricing rules and segmentation treat them as trade buyers automatically.
Resale certificates and state-scoped exemptions
Credenza manages resale certificates across 46 jurisdictions—every state form plus the MTC and SST multistate forms—with each state's expiration logic built in. Exemptions written to Shopify fire only where the designer is registered, and revoke and reinstate themselves as certificates lapse and renew.
Compliance-ready audit trail
Verification evidence, signed certificates, and tax-exempt orders link end-to-end in Credenza's append-only ledger. The signed cert PDF lives in Credenza's secure, audit-ready vault; the Shopify customer record carries verification status, exemption fields, and certificate metadata.
Drift detection
Credenza watches every field it manages—tags, state tax exemptions, and metafields—and alerts you when one is edited outside the integration. No silent overwrites; no exemption decisions made without a paper trail.
B2B company sync
For Shopify B2B merchants, verification metafields mirror to the corresponding company record so company-scoped pricing rules and tax-exempt checkout fire correctly.
One OAuth click.
Zero JSON.
Open Credenza, click Connect Shopify, authorize. That's the install. Credenza handles everything else behind the scenes—the customer fields it writes to, the live sync of approvals back to your store, the tags your storefront rules read, and the audit trail that links every tax-exempt order to the certificate that justified it.
No app to download. No theme code to edit. Works on every Shopify plan, including Shopify Plus B2B.
Status in Shopify. Evidence in Credenza.
On your Shopify customer record
- Tax-exempt checkout, scoped to the designer's registered states
- Your trade-customer tag, plus Credenza-managed tags for segmentation
- Trade status (approved / pending / revoked) and approval date
- Exemption status, registered states, certificate expiration
- Firm name, role, address, phone
- Link back to the signed resale certificate in Credenza's vault
- Trade discount percent (if configured)
In Credenza's vault
- EIN and sales tax IDs, stored encrypted
- Signed resale certificate PDFs
- Full verification evidence—all nine checks per applicant
- Tax-exempt order ledger linked to certificates
- Append-only audit trail for state sales-tax audits
- State registration history per firm
- Designer profile and firm record
Frequently asked questions
Verified buyers in. Compliance handled. Your team back to selling.
Credenza verifies every trade applicant, writes the trade-customer tag and state-scoped exemptions straight to Shopify, and tracks every certificate's expiration so nothing lapses silently. Your team gets the time back.
Request access