Hello Sales is an automation tool for processing U.S. sales tax exemption certificates. It is designed to replace manual, field-by-field certificate checks. Users can upload PDF, JPG, PNG, or TIFF files, with a maximum size of 5MB per file; instant validation is available without registration. After creating an account, users can also store, search, and manage certificates online.
Its core capabilities combine OCR-based field extraction with rule-based validation: the system reads information from certificates and checks for missing fields and errors according to state-specific sales tax rules. The site clearly states that it is not a tax or legal advisory tool, and that its results are generated by an automated system and may contain errors or omissions. The current pilot states include California, Connecticut, New Jersey, New York, Pennsylvania, Texas, and Washington, with more states planned in the future.
The website indicates that certificates can be uploaded and processed without an account. During the Beta period, it is free for distributors and B2B sellers, marked as βFree accessβ and βNo cost, no contract.β Official pricing, plans, usage limits, team seats, and enterprise service fees have not yet been disclosed.
The main advantage is its highly focused use case, making it suitable for teams that only need certificate processing and do not want to purchase a full sales tax platform. The no-registration trial lowers the barrier to testing, while the account-based model also supports archiving, search, and audit preparation needs. The drawbacks are that state coverage is still limited, and there is no disclosed information on APIs, integrations, SLA, or access controls. Accuracy may be affected by scan quality, handwritten content, non-standard forms, and state rule updates, so it should not be used as the sole basis for compliance decisions.
It is best suited for distributors, B2B sellers, sales operations teams, finance teams, and tax compliance teams serving the U.S. market, helping improve the efficiency of tax-exempt sales, reduce manual review, and lower the cost of organizing audit materials. If a business needs full multi-state sales tax filing, tax calculation, and deep ecommerce platform integrations, it may still require more comprehensive tax platforms such as Avalara, TaxJar, or Vertex.
The website does not provide information on access from China, payment methods, or localization, so its availability in China is unknown. Because its business rules are closely tied to U.S. state-level sales tax, there is also no stated support for a Chinese interface or China-specific tax scenarios.
β This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on hellosales.co official site.
hellosales.co is an United States AI Apps provider. TG4G tracks its product information, an overall rating of 7.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach hellosales.co directly.