NBFS field notes
NBFS field notes
Automate U.S. B2B tax exemption certificates — collect, approve, and sync to customer accounts.
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Collected facts
Tax Exempt Manager automates B2B sales tax exemption certificate handling for U.S. wholesale merchants. Customers submit certificates through a branded storefront portal. Merchants review, approve, or reject from a dedicated admin dashboard. Approved certificates automatically sync tax-exempt status to customer accounts. AI-powered OCR extracts certificate data from uploads, eliminating manual entry. Built-in expiry reminders keep certificates current and your business compliant.
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| Metric | Median | Responses | Distribution 1→5 |
|---|---|---|---|
| Setup & Ease of Use | — | 0 | 0 / 0 / 0 / 0 / 0 |
| UX/UI | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Listing Accuracy | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Reliability & Performance | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Support | — | 0 | 0 / 0 / 0 / 0 / 0 |
| Value for Money | — | 0 | 0 / 0 / 0 / 0 / 0 |
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External NBFS sticker
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