Partner with Sales Tax Vault

Embed exemption certificate collection into your platform or offer white-label compliance services to your clients.

Platform Partner or MSP/CPA Partner

Two ways to partner

Whether you're a software platform or a managed services provider, we have an integration path that fits.

Software Platforms

For ERP, e-commerce, and tax automation platforms. Embed our certificate collection portal directly into your product via API and iframe.

REST API for customer mapping and certificate requests
Embeddable iframe with CSP-safe headers
Webhook lifecycle events for real-time sync
AI-powered certificate validation

Apply as a Platform Partner

Managed Services & CPA Firms

For accounting firms and tax consultancies. Offer branded certificate management to your clients with white-label UI and configurable workflows.

White-label portal under your brand
Send links or collect on behalf of clients
Multi-client dashboard with centralized management
Webhook sync to keep your systems updated

Apply as an MSP/CPA Partner

How it works

Apply

Tell us about your platform and integration needs. We review applications and respond within one business day.

Integrate

We provision your API credentials, configure webhooks, and set up your portal. Full docs and support included.

Go Live

Your customers collect and validate exemption certificates through your product. We handle storage, validation, and compliance.

What you get

REST API

Full API for customer management, certificate requests, and document retrieval. HMAC-signed webhooks for real-time events.

Embeddable Portal

Drop-in iframe with configurable CSP headers. Your customers never leave your app. Embed mode hides all STV branding.

AI Validation

Every uploaded certificate is automatically extracted and validated against state-specific rules. Exceptions are flagged for review.

Lifecycle Webhooks

Get notified when requests are created, certificates uploaded, and validation completes. Idempotent event IDs and automatic retries.

Secure by Default

Tenant-isolated data, HMAC webhook signatures, scoped API keys, and audit-ready controls. No internal IDs exposed.

Dedicated Support

Direct integration support during onboarding. Go from first API call to production in days, not weeks.

See full capabilities

Frequently asked questions

Your customers see a clean certificate upload form, either embedded in your app via iframe or as a branded standalone page. They upload their exemption certificate, our AI validates it in seconds, and you get a webhook notification with the result. No STV branding is visible in embed mode.

Most platform partners go from API credentials to a working integration in 1-2 days. The API surface is small: customer mapping, certificate requests, and webhooks. We provide full documentation and hands-on support.

Not yet. We manually provision each partner to ensure proper configuration, security review, and integration support. Submit an application and we'll respond within one business day.