Approve wholesale customers with the tax details already checked

A working form in about 30 seconds

Start from a ready-made B2B template — wholesale, reseller, trade account — and drag and drop to make it yours. It renders on your own storefront through Shopify's App Proxy, matched to your branding, with nothing injected into your theme and nothing to clean up if you ever uninstall.

You always know who is waiting

One dashboard ranks pending applications by wait time and badges the ones going stale. Open the app, see what needs doing, decide — instead of searching a shared inbox for the application you half remember.

Approve once — Shopify is set up for you

One click creates the Shopify customer with the right wholesale tags and a native B2B Company alongside it: contacts, locations, tax IDs and catalog access, all wired up in the same step. It works on every paid Shopify plan — Plus is not required.

The paperwork arrives with the application

Ask for trade licenses, resale certificates or any business document as part of the form, so you are not chasing attachments after the fact. Files are stored securely and stay attached to the application.

Let Shopify Flow handle the easy ones

Send registrations straight into the workflows you already run — and keep your attention for the applications that actually need a human.

• → Auto-approve applications when the EU/UK VAT number checks out
• → Send Slack alerts on new submissions
• → Auto-tag wholesale customers or sync them to your CRM

Nobody is left wondering

Eleven customizable email templates cover the whole round trip — received, approved, rejected, more info requested — in your logo and colors. On Growth and Pro, buyer-facing emails go out in the language the applicant applied in.

EU and UK VAT numbers, checked as they arrive

EU VAT numbers are checked against VIES and UK VAT numbers against HMRC in real time, and the result is stored on the application so you see it before you approve. A paid backup source keeps the check working when VIES or HMRC is down.

US resale certificates read for you

Uploaded resale and tax-exemption certificates are read and checked against the application — company name, tax ID, state and expiry date — with anything that does not line up flagged for your review instead of buried in a PDF.

Available on Growth and Pro

Exemptions applied on approval, not by guesswork

Approve a certificate that checks out and the buyer is set tax-exempt in Shopify automatically: cross-border reverse charge for the EU and UK, resale exemption for the US. Jurisdictions the app does not support are flagged so you handle them yourself — nothing is ever zero-rated on a guess.

Certificates that renew themselves

Existing customers renew through a secure link, and the app emails a reminder before a certificate expires so exemptions do not lapse unnoticed. Every renewal goes through the same review — you approve each one. If a certificate lapses anyway, its exemption is removed automatically for the states it covered, on every plan.

Renewal portal & reminders available on Pro

The tax ID reaches your invoices

VAT numbers and company details flow to your invoicing app automatically through customer metafields, so the number on the invoice is the one that was checked. Works with Sufio, Order Printer and more.

Every tax ID checked against the registry, recorded as evidence

Each imported row's tax ID is checked against the official registry for its country — VIES for the EU, HMRC for the UK, the ABR for Australia, the NZBN register for New Zealand, Brønnøysund for Norway — and the result plus its reference is recorded as evidence on the row.

Tax stays collected until a number checks out

If a registry cannot confirm a number, the row imports marked unavailable with tax still collected — never quietly exempted. Registries that were simply unreachable are re-checked in the background, so you do not re-upload for an outage.

A results file you can hand to your accountant

Every finished import downloads as one line per row: outcome, any error, the registry check and the reference behind it. Failed rows come back in their original columns so you fix them in place and re-upload the same file.

A migration never flatters your numbers

Imported companies stay out of your dashboard metrics and weekly digest, so four hundred rows do not fake an approval rate. They stay visible under the Imported filter, badged on every row.