The old way
- Certificates are attached to emails but not tied to customer records
- The ERP says tax exempt, but the supporting document is hard to find
- Expiration dates are tracked manually or not at all
Exemption certificate operations layer
Resale certificate tracking beyond spreadsheets
Import customers, send secure upload links, see missing and expiring accounts, review files, and export records for audit prep. No enterprise tax-suite rollout required.
For controllers, CFOs, AR, credit, tax, accounting, and certificate review teams at regional distributors.
Certificate status dashboard
June 28, 2026Customers imported1,247
Missing certificates318
Expired certificates76
Expiring in 60 days112
Needs review24
Needs info19
Recently uploaded37
Customer IDCustomer nameStatusExpiration dateLast request sentReviewerNext action
C-10482Ridgeway Electric SupplyExpiring soon2026-08-142026-06-20A. NguyenRequest renewal
C-09311Northline HVACMissingNo date2026-06-25UnassignedSend request
C-11876Acme Industrial SafetyNeeds review2027-01-312026-06-26M. PatelReview upload
C-08220Harbor FoodserviceNeeds infoNo date2026-06-18J. RiveraAwait corrected upload
The manual process
Stop chasing certificates across your business
Most teams can find a certificate eventually. The harder question is which accounts are covered, which uploads need review, which certificates expire soon, and what can be packaged quickly for audit prep.
The ExemptionFlow way
- Import customers via CSV alongside your existing ERP
- Send secure links customers can use without creating a login
- Review uploads, record decisions, and request corrections
- Export status CSVs and organized audit-prep certificate packets
Capabilities
One workflow for the certificate lifecycle
Start with a customer CSV. Send request emails. Review what comes back. Keep reminders and exports tied to the customer accounts your team already uses.
Import customers
Upload a CSV from your ERP or customer master. ExemptionFlow turns each row into a tracked customer account.
Send upload requests
Email secure upload links to customer contacts. They can send the certificate back without creating a login.
Review submissions
Review each upload, note missing fields or dates, accept the record, or ask the customer for a corrected file.
Renew and follow up
Send reminders before certificates expire and keep the follow-up history on the customer record.
Export records
Export certificate files, customer metadata, review history, missing/expired reports, and status CSVs.
For distributors
Built for the teams managing certificate risk
Who it helps
Controllers, CFOs, AR managers, credit managers, tax managers, accounting admins, and certificate reviewers.
Distributor fit
Regional B2B distributors and wholesalers that need cleaner certificate requests, review status, renewal tracking, and audit-prep exports.
What it is not
ExemptionFlow does not calculate sales tax, file returns, determine nexus, provide legal advice, or replace your ERP or tax advisor.
Pricing
The complete workflow, priced by managed-certificate capacity
Every plan includes the core certificate-operations workflow. Annual billing is priced at about two months free. Try Essentials for 21 days with no credit card; paid checkout is available only when Stripe is configured for the deployment.
Security and trust
Keep certificate files out of the shared inbox
Resale and exemption certificates can include tax IDs, addresses, signatures, and business contacts. ExemptionFlow gives your team a private place to request, review, and export those files.
ExemptionFlow gives the right people a permissioned place to handle uploads, review decisions, reminders, and exports instead of passing files through a shared inbox.
Private organization-level file storageSecure upload linksRole-based accessAdmin-managed usersAudit log for key actionsSigned file access routesUpload links that can expire or be revokedPrivacy policy and product boundary documentation
FAQ
Questions buyers ask before importing a customer list
Short answers on product scope, the Essentials trial, imports, exports, and tax boundaries.
Is ExemptionFlow a tax engine?
No. ExemptionFlow does not calculate sales tax, determine taxability, file returns, or manage nexus. It helps your team collect certificates, review uploads, track status, send renewal reminders, and export records.
Can customers upload certificates without creating an account?
Yes. You send a secure upload link. The customer opens the page, attaches the certificate, adds contact details if needed, and submits the file without creating an ExemptionFlow login.
Can we import customers from our ERP?
Yes. ExemptionFlow starts with CSV customer import. Your ERP can remain the customer system of record while ExemptionFlow handles certificate requests, review status, reminders, and exports.
What happens when a certificate is incomplete?
A reviewer can mark the record as needs info, add a note, and send the customer a corrected upload request tied to the same customer account.
What can we export for an audit?
ExemptionFlow can export certificate files, customer metadata, review status, audit log details where available, missing/expired reports, and status CSVs.
Is there a free trial?
Yes. Essentials includes a 21-day trial with the complete core workflow and capacity for 500 managed certificates. No credit card is required, and the trial does not automatically become a paid subscription.
Free trial
Try Essentials with a small customer list
Upload sample or synthetic CSV data, send a few secure links to test recipients, review the first submissions, and export a status report during the 21-day Essentials trial. The trial includes the full core workflow and capacity for 500 managed certificates.
No credit card required. ExemptionFlow organizes certificate work. It does not provide tax advice.