Frequently asked questions

Everything you need to know about SaleKeep. Can’t find what you’re looking for? Email us.

What is SaleKeep?

SaleKeep is a workflow tool for B2B sellers. It helps your team request, collect, review, and organize tax-exempt customer certificates in one place, so everything is organized for audit response.

Does SaleKeep provide tax or legal advice?

No. SaleKeep is a workflow and document management tool. It does not calculate taxes, determine nexus, file returns, or make legal determinations about any certificate. Your team's reviewers make all acceptance and rejection decisions. SaleKeep records those decisions. It does not make them.

Do my customers need to create an account?

No. Customers receive a branded email with a one-time link. They click it, upload their document, and they're done. No account, no password, no portal to join.

What happens during the free trial?

You get full access to all features for 14 days. No credit card required. At the end of the trial, your workspace becomes read-only. Existing data stays safe, but you can't send new requests until you pick a plan.

Can I export my data?

Yes. The export feature produces a single ZIP file with a folder per customer containing their certificate, review history, and decision trail. You can export at any time, during your trial or after.

How does billing work?

Plans are billed monthly through Stripe. You can cancel anytime from the billing portal. Cancellation takes effect at the end of the current billing period. No long-term contracts.

Is my data secure?

All connections are encrypted (TLS). Files are stored in encrypted cloud storage. Sessions use secure, HTTP-only cookies. Your data is yours. We don't sell it or use it for unrelated purposes.

Can I have multiple reviewers on my team?

Yes. Invite reviewers from your Settings page. They'll receive an email invitation and can start reviewing submissions once they join. The number of seats depends on your plan.

What if a customer submits the wrong document?

Your reviewer can request a correction with a specific note explaining what's missing or wrong. The customer gets an email with instructions and a link to resubmit. Reminders go out automatically if they don't respond.

Do I need to connect SaleKeep to my ERP or accounting system?

No. SaleKeep is standalone. It doesn't require any integrations to work. Import your customer list from a CSV and you're ready to go.