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Hello Sales Logo

Cloud-based tax exemption certificate tool for B2B

Table of Contents

Hello Sales - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: November 2026

Hello Sales overview

What is Hello Sales?

Hello Sales is a cloud-based, web-based tax exemption certificate processing tool for B2B sellers, wholesale distributors, and retailers managing tax-exempt sales channels. Certificates in PDF, JPG, PNG, or TIFF format (up to 5MB) are uploaded directly through the browser with no installation or training required. AI-powered field extraction reads every field on a submitted certificate and validates it against state-specific sales tax rules for all 50 US states, flagging missing fields and errors in approximately 30 seconds. A timestamped PDF of validation results is available for download, and a free single-certificate validator requires no account creation.

Full account access unlocks certificate storage, search, and management capabilities, along with an audit trail and organized certificate records designed for rapid audit response. Hello Sales targets B2B sellers and distributors of any team size that need dedicated certificate processing without subscribing to a broader enterprise tax platform. The tool covers each state's distinct forms and validation rules, reducing manual review workload and the compliance risk that comes with it.

Starting price

49flat rate /
per month

Alternatives

with better value for money

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Hello Sales’s user interface

Ease of use rating:

Hello Sales reviews

Overall rating

empty-state-img

No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0/10
Rating distribution

5

4

3

2

1

0

0

0

0

0

Hello Sales's key features

Most critical features, based on insights from Hello Sales users:

Access controls/permissions
Accounting
Activity dashboard
Address validation
Adjustments
AI copilot
Alerts/Notifications
API
Audit management
Audit trail

All Hello Sales features

Access controls/permissions
Accounting
Activity dashboard
Address validation
Adjustments
AI copilot
Alerts/Notifications
API
Audit management
Audit trail
Autonomous task execution
Cash flow management
Client portal
Consumer Use Tax
Credit card processing
Data import/export
Document management
Document templates
Electronic payments
Exemption management
Exemptions
For ecommerce
Generative ai
Global/Cross borders
GST
Invoice management
Localization
Multi-Currency
Natural language interaction
Policy management
Real-Time data
Reporting/Analytics
Returns
Sales tax management
Secure data storage
Taxability Verification
Tax calculation
Tax compliance
Tax filing
Third-Party integrations
Transaction tracking
User management
Value added tax (vat)
Workflow automation

Hello Sales alternatives

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Per year

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Hello Sales pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Starter

49

Per month

Growth

99

Per month

Audit-Ready

249

Per month

User opinions about Hello Sales price and value

Value for money rating:

Hello Sales support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk

Training options

Documentation

Hello Sales FAQs

Q. Who are the typical users of Hello Sales?

Hello Sales has the following typical customers:
Freelancers, Small Business

These products have better value for money


Q. What level of support does Hello Sales offer?

Hello Sales offers the following support options:
Email/Help Desk

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