Stop chasing certificates by email
SaleKeep gives your team one place to request tax-exempt documentation from customers, collect submissions, review them, and keep everything organized for audit response.
No credit card required. 14-day free trial.
Sound familiar?
Certificates scattered everywhere
Some in email, some on a shared drive, some in a folder labeled '2023 - maybe'. Nobody knows what's current.
No idea who still needs to send docs
You sent a request weeks ago. Did they get it? Did they open it? Is anyone following up?
Audit prep is a fire drill
When someone asks for your exemption files, you spend days pulling them together from five different places.
One workflow. One place.
SaleKeep handles the operational grind so your team can focus on reviewing what matters.
Request
Send a branded email asking your customer for their exemption documentation. No portal login needed on their end.
Collect
Customers upload their certificate through a simple, branded link. One click and they're done.
Review
Your team reviews submissions, accepts good ones, and requests corrections when something's missing.
Organize
Accepted certificates are filed per customer. Upcoming renewals surface automatically. Export is a single click.
Built for how controllers actually work
Organized for audit response
Every certificate is filed with its full history: who sent it, when, who reviewed it, and why they accepted it. Export the whole package in one click.
Your team makes the decisions
SaleKeep records accept, reject, and correction decisions. Your reviewers are in control, and the tool handles the paperwork.
Automatic follow-ups
Reminders go out on a sensible schedule (day 3, 7, and 14) so you don't have to remember to chase anyone.
Renewals surface early
Certificates with expiration or review dates show up 30 days before they're due. No surprises.
Customers don't need an account
Submission links are branded and one-click. Your customers upload and move on. No portal to join, no password to set.
Works in minutes, not weeks
Create your workspace, add your customers, and send your first request in under 10 minutes. No integrations needed.
Ready to get your certificates in order?
Start with a 14-day free trial. No credit card required.