A fixed-price, two-week workup of how your Shopify store collects and manages exemption certificates — what's missing, what's expired, what an auditor would flag first, and exactly how to fix it.
If you sell wholesale on Shopify, you know the routine: a customer emails a resale certificate, someone saves it somewhere, someone flips their account to tax-exempt, and everyone moves on. It works — until a state auditor asks you to produce the certificate behind every exempt sale from the last four years.
The guarantee
If the workup doesn't surface at least three specific, actionable gaps in your process, it's free.
The full $950 credits against the first year of the software we're building to automate these fixes, with founder pricing locked for life.
Tax questions belong with a qualified CPA or SALT attorney — we're glad to refer one.
Full disclosure
Full transparency: I'm building software in this space, and these workups are partly how I learn what to build. That cuts in your favor twice — the diagnostic is priced to learn, not to profit, and the report will always name the cheapest fix for each gap, including free tools and manual processes that make me nothing.
No. The workup is a process-and-documentation diagnostic: it tells you what certificates you hold, what's missing or expired, and how to fix your workflow. It doesn't include tax advice, legal advice, nexus or taxability determinations, or opinions on the legal validity of any certificate — those belong with a qualified CPA or SALT attorney, and we're glad to refer one.
About two hours of your time total: the 60-minute workflow call, a readout call, and in between, an export of your Shopify tax-exempt customer list plus a sample of your stored certificates. Read-only is fine — we never change anything in your store.
Then the report says so, with an audit-readiness score to back it up. And the guarantee holds either way: if the workup doesn't surface at least three specific, actionable gaps, you don't pay.
Because it's priced to learn, not to profit. We're building software in this space, and these workups are how we learn what to build — see the disclosure above. You get a serious diagnostic at a price that reflects that trade.
We walk the report together on the readout call, and you leave with a severity-ranked roadmap your team or CPA can execute directly — the cheapest viable fix named for each gap, including free tools and manual processes. If you later want the software we're building, the full $950 credits against your first year. No obligation either way.