Tax compliance SaaS for small wholesalers and bookkeepers: sales tax exemption certificate vault with invoice-level gap checks against QuickBooks Online · Oct 24, 2026
CertLatch
A sales tax exemption certificate vault that checks every exempt invoice for a valid certificate, built for small wholesalers and the bookkeepers who serve them.
The problem
Small wholesalers cannot tell which exempt invoices lack a valid, unexpired certificate, so audits reclassify those sales as taxable.
The wedge
Invoice-first gap check plus no-login customer upload links and audit pack export at $79 per month, versus quote-only or $250 enterprise tools.
In the build queue
We haven't built this one yet
The full deep dive, build video, and MVP kickoff prompt land when CertLatch gets built in public.