Exemption certificate management for B2B sellers.

Request, review, on file, renew, export. SaleKeep keeps your customers’ tax-exempt documentation organized, current, and ready for audit response.

What it does

Request. Email customers a branded request for their exemption certificate. No customer-side login.
Review. Your team reviews each submission, accepts the good ones, or requests corrections.
On file. Accepted certificates are filed per customer, per state. Multi-state customers get a slot per jurisdiction.
Renew. Expiring certificates surface 30 days before they lapse. Reminders go out on a sensible schedule.
Export. One click produces an organized ZIP for audit response: README, CSV index, audit trail, every PDF.

Who it’s for. Controllers, finance-ops leads, and tax-ops leads at small and mid-size B2B sellers and wholesalers. SaleKeep is a workflow tool, not a tax engine. Your team makes the review decisions; SaleKeep records and packages them.

Questions?

Reach us at support@salekeep.io.