Partner application

Tell us about your platform and how you'd like to integrate. We'll review your application and respond within one business day.

Tell us about your practice and how you'd like to serve your clients. We'll review your application and respond within one business day.

What type of partner are you?

Software Platform ERP, e-commerce, tax automation. Embed via API and iframe.

Managed Services / CPA Accounting firms, tax consultancies. White-label for clients.

Clients stay in your app. You embed the certificate portal and receive webhooks.

You run certificate collection for clients. Branding can be white labeled if approved.

About your company

Company name *

Website

Contact name *

Contact email *

Platform integration details

Embed origins *

One origin per line. Must start with https://. These domains will be allowed to embed the certificate portal via iframe.

Webhook URL

We'll send HMAC-signed lifecycle events (certificate_request.created, certificate.created, certificate.validated) to this URL.

Email handling

STV sends emails

We send certificate request emails to your customers on your behalf.

Platform sends emails

You embed the portal URL in your own emails. Use send_email: false in the API.

Service delivery details

How will you deliver certificates?

Send request links

Email certificate request links to your clients' customers directly.

Collect on behalf

Upload certificates yourself on behalf of your clients.

Both

Combination of sending links and collecting on behalf.

Expected monthly certificate volume

White-label requirements

Anything else we should know?

We already use Sales Tax Vault

If your clients already have Sales Tax Vault accounts, keep certificate operations inside those vaults. The Partner integration is for offering certificate collection outside of Sales Tax Vault.