A wholesale portal should let buyers upload a tax exemption certificate for the account instead of emailing PDFs into a shared drive. Week one on Parcel Build is that first working version: upload, review status, and keep the file on the account. You own the code. Flat monthly. See custom software for wholesalers. If tax exemption certificate upload in a wholesale portal is the gap, start a free 30-day build.
What should a week-one tax exemption certificate upload collect?
Week one can cover a file upload on the signed-in account, a clear pending or approved or rejected status staff can set, and the certificate kept with the account so buyers and staff stop hunting email. Full Avalara automation as the primary path, multi-jurisdiction tax engines as the primary path, and legal advice content can wait until that upload and review path earns its keep.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
Why emailed PDFs and shared drives lose which certificate belongs to which ship-to or state
Certificates arrive as email attachments. Someone drops a PDF into a shared folder. The file name does not say which ship-to or state it covers. Inside sales asks the buyer to resend. Finance cannot see which certificate is current for the account.
The stall is missing upload and status on the account. A portal path keeps the file and the review state where the commercial account already lives.
What stays out of month one
Defer Avalara full automation as the primary path. Defer multi-jurisdiction tax engines as the primary path. Do not publish legal advice. Month one is buyer upload, staff review status, and the certificate kept on the known account.
FAQ
Is certificate upload the same as showing tax-exempt status on the account?
No. Status display shows whether the account is treated as exempt. Certificate upload is the file path buyers use to submit proof for review. They can sit together later. Week one can prove upload and review without cloning status-only display as the primary path.
Does week one need automatic tax engine validation before an upload and review queue is useful?
No. Week one can start with upload and a staff review queue. Automatic tax engine validation can wait until that path earns its keep.
Next step
If tax exemption certificate upload in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.