B2B registration that
won't break your site
Professional B2B customer registration and approval for Shopify. Zero theme modifications. Five-minute setup. No developer needed.
Sound familiar?
Apps that break your theme
Install an app and suddenly your storefront looks wrong. Theme conflicts, layout shifts, and hours debugging.
Manual email-based approvals
Copy-pasting between email and Shopify admin. Losing track of who applied and who's approved.
Need a developer to set up
Complex configuration, Liquid code edits, and custom integrations just to collect business info from customers.
How it works
Three steps. No code. No theme changes.
Customer registers
Your B2B customers fill out a branded form on your store. No account needed.
You review & approve
See every application in your Shopify admin. One click to approve or reject.
Customer gets access
Approved customers are created in Shopify with the right tags and pricing.
Stop doing it manually
One-click approval — customer created instantly
Approve an application and a Shopify customer account is created automatically with the right tags for wholesale pricing. No copying names and emails between screens. One click replaces 10 minutes of data entry.
Dashboard that shows who's waiting
See every pending application ranked by wait time. Urgency badges flag who's been waiting longest. Open the app, see what needs doing, click through and decide — no digging through email.
Ready-made B2B forms in 30 seconds
Pick a B2B template — wholesale, reseller, trade account — and you have a working registration form instantly. Drag and drop to customize. No developer needed.
Tax compliance
Verified VAT and resale certificates, built in
The second reason wholesale teams pick B2B Onboard. The tax checks that normally mean a spreadsheet and a manual lookup happen as the application comes in, so you approve with the answer already in front of you.
EU + UK VAT verification
EU VAT numbers are checked against VIES and UK VAT numbers against HMRC in real time as the application arrives. The result is stored on the application, so you see it before you approve. A paid backup source keeps verification working when VIES or HMRC is down.
Resale & tax-exemption certificates
Uploaded resale and tax-exemption certificates are read for you and checked against the application — company name, tax ID, state, and expiry. Approve a verified certificate and the buyer is set tax-exempt in Shopify automatically: cross-border reverse charge for EU and UK, resale exemption for the US. Jurisdictions the app doesn't support are flagged, never zero-rated by guesswork.
Available on Growth and Pro
View certificate guide →Renewal portal & expiry reminders
Existing customers renew certificates themselves through a secure link, and the app emails a reminder before a certificate expires so exemptions don't lapse unnoticed. Every renewal goes through the same review; you approve each one. If a certificate lapses anyway, its exemption is automatically removed for the states it covered — on every plan.
Renewal portal & reminders available on Pro
View certificate guide →The app verifies and flags. You make the final call on every application. It's decision support, not tax advice.
Built for serious B2B
Enterprise-grade features that work out of the box.
B2B Company Creation
Approve an application and a B2B Company is created in Shopify automatically. Contacts, locations, tax IDs, and catalog access — all wired up in one step.
Document uploads
Collect trade licenses, resale certificates, or any business document as part of the application. Files are stored securely in S3.
Branded email notifications
Five customizable email templates — approved, rejected, more info requested, and both merchant and applicant confirmations. Add your logo and colors.
CSV export
Export applications and form data to CSV with attached documents in a ZIP archive. Filter by date, status, or form.
GDPR-ready from day one
Full data redaction on uninstall, audit logging with 7-year retention, and automatic S3 cleanup. Built for EU compliance.
Shopify Flow automation
Connect B2B registrations to your existing workflows. Auto-tag customers, send Slack notifications, sync to your CRM — all through Shopify Flow.
- Auto-approve verified EU/UK VAT applications
- Send Slack alerts on new submissions
- Auto-tag wholesale customers
Invoicing integrations
VAT numbers and company info flow to invoicing apps automatically via customer metafields. Works with Sufio, Order Printer, and more.
View integration guide →Simple, transparent pricing
All paid plans include a 14-day free trial. Cancel anytime.
Free
- 1 form
- 10 applications/mo
- Email notifications
- Custom branding & theme matching
Starter
or $149.90/yr
- 3 forms
- 50 applications/mo
- Email notifications
- CSV data export
- Custom branding & theme matching
Growth
or $299.90/yr
- 10 forms
- 250 applications/mo
- Email notifications
- CSV data export
- Custom branding & theme matching
- White-label emails
- Shopify Flow actions
- Multi-language forms
- AI-assisted certificate review
- Credit application intake
Pro
or $499.90/yr
- Unlimited forms
- Unlimited applications
- Email notifications
- CSV data export
- Custom branding & theme matching
- White-label emails
- Shopify Flow actions
- Multi-language forms
- Priority support
- AI-assisted certificate review
- Certificate renewals & expiry reminders
- Credit application intake
Frequently asked questions
Does the app modify my theme?
No. B2B Onboard uses Shopify's App Proxy to serve registration forms on your storefront. No code is injected into your theme, no Liquid files are modified, and no theme app extensions are used. Uninstall at any time with zero cleanup. Learn more | Read: "Will a B2B app break my theme?"
Is the app GDPR compliant?
Yes. All data is stored in the EU (Frankfurt, eu-central-1), we provide a full Data Processing Agreement, and the app supports automatic data redaction on uninstall with 7-year audit log retention. Learn more | Read: "GDPR compliance for Shopify B2B apps"
How long does setup take?
About 5 minutes. Install the app, customize your first registration form with the drag-and-drop builder, and you're live. No developer needed. Learn more
Does the app work without Shopify Plus?
Yes. B2B Onboard works with all Shopify plans including Basic, Shopify, and Advanced. Automatic B2B Company creation works on all paid plans — Shopify Plus is not required — and all core features — form builder, approve/reject workflow, customer tagging, email notifications, and Shopify Flow triggers — work on every plan. Learn more
Which countries' VAT/Tax IDs are supported?
EU member states and the UK are supported: EU VAT numbers are verified in real time against VIES and UK VAT numbers against HMRC during form submission. US resale and tax-exemption certificates are read and checked against the application, then applied on approval. Learn more
What happens when I uninstall the app?
Your data is retained for 12 months to allow re-installation recovery. After 12 months, all data is permanently deleted. Audit logs are retained for 7 years as required by the Danish Bookkeeping Act. You can request immediate deletion at any time. Learn more
How does certificate review work?
When an applicant uploads a resale or tax-exemption certificate, B2B Onboard reads it and flags anything that doesn't match the application — company name, tax ID, state, or expiry. It's decision-support: the app flags possible discrepancies to assist your review and you make the final decision on every application. Available on the Growth and Pro plans. On Pro, existing customers can also renew certificates themselves and get expiry reminders — each renewal reviewed the same way. Learn more
Ready to streamline your B2B onboarding?
Install free, build your first B2B registration form in minutes, and approve customers without leaving Shopify.