Certly

Terms of Service

Last updated: May 25, 2026

The short version: Certly is a tool to help you collect and track resale certificates. It doesn't replace tax advice, and you remain responsible for your own tax compliance. Pay your bill, don't abuse the service, and we'll keep the lights on.

1. What you're agreeing to

By installing or using Certly ("the Service") you agree to these Terms. If you're using Certly on behalf of a company, you confirm you have authority to bind that company to these Terms.

2. What Certly is — and what it isn't

Certly helps Shopify B2B merchants collect, store, and track US resale and exemption certificates from their customers. It automates document intake, runs OCR on uploaded files, sets a customer's taxExempt status in Shopify, and sends renewal reminders.

Certly is not a tax advice service, an accountant, or a tax filing service. We don't validate certificates against state databases. You are responsible for verifying that the certificates your customers provide are valid and applicable to the jurisdictions you operate in.

3. Your account

Your Certly account is tied to your Shopify store. Authentication and access control happen through Shopify; you keep your account secure by keeping your Shopify account secure.

4. Billing

Certly subscriptions are billed monthly through Shopify's Managed Pricing system. Prices and trial terms are shown on the pricing page in your Shopify admin and on our pricing section. Cancellations take effect at the end of the current billing period.

Plan usage limits (certificates per month, customers, etc.) are displayed on the pricing page. We may apply soft-throttling or require an upgrade if your usage materially exceeds your plan's limits.

5. Your data, your customers' data

You own the data you and your customers submit to Certly. We process it on your behalf, as described in our Privacy Policy. You're responsible for:

6. Acceptable use

You won't use Certly to:

7. Service availability

We aim for high uptime and rely on infrastructure providers like Shopify, Supabase, and Fly.io. We don't currently offer a formal SLA. We'll notify you of major incidents and post-mortems where appropriate. The Service is provided "as is" without warranty of any kind.

8. Termination

You can stop using Certly at any time by uninstalling the app from your Shopify admin. Doing so cancels your subscription at the end of the current period and triggers shop-scoped data deletion (see Privacy Policy §6).

We can suspend or terminate access if you breach these Terms, fail to pay, or use the service in a way that puts us, other customers, or Shopify at material risk.

9. Limitation of liability

To the maximum extent permitted by law, Certly's total liability for any claim arising out of or related to these Terms is limited to the amount you paid us in the twelve months preceding the event giving rise to the claim. We are not liable for indirect, incidental, consequential, or punitive damages, including loss of revenue, loss of data, or tax assessments by any authority.

10. Governing law

These Terms are governed by the laws of the jurisdiction where Certly is incorporated. Any disputes will be resolved in the courts of that jurisdiction. (Specific jurisdiction to be set before public launch.)

11. Changes to these Terms

We may update these Terms occasionally. If we make material changes, we'll post a notice in the app or email you. Continued use after a change means you accept the updated Terms.

12. Contact

Questions about these Terms? hello@certly.app.

Disclaimer: These Terms are a working draft provided as a starting point. Have a qualified attorney review them against your jurisdiction and business model before launching publicly. In particular, the liability cap, governing law clause, and consumer-protection carve-outs should be customized.