and Vertex SMB to Introduce Sales and Use Tax Compliance and Advisory Program for CPA Firms

Las Vegas, NV and Vertex SMB today launched their new cloud-based program for CPAs who want to leverage innovative tools to build or expand a sales and use tax compliance and advisory practice.

One of the key features of the program, announced here at’s Digital CPA Conference, is a single accountant console where firms can monitor client sales and use tax compliance from tax calculation to returns generation and form filing. The objective is to allow firms to play a more active role with process management and advisory services for their clients. With states looking to increase their revenue as more businesses move online, sales and use tax compliance is becoming a larger business challenge for small and medium-sized businesses, creating opportunity for the CPA firms that serve them.

“Sales and use tax compliance is a field that will continue to grow in importance for small and medium-sized businesses as regulations tighten and enforcement steps up,” said Erik Asgeirsson, president and CEO of “CPAs have a key role to play as advisors in this area, and the dashboard and program resources we’ve developed can be a springboard for firm success.” and Vertex SMB also are collaborating on training and educational resources that will include webinars, video tutorials, and a firm marketing toolkit to help CPAs build expertise and market around sales and use tax in their practices. Program services are packaged as a month-to-month subscription, and there is no limit on the number of staffers within a firm who can use the service.

Also available is a referral program that allows a CPA firm’s clients to get discounts and other benefits when their CPA refers them to Vertex SMB. Vertex SMB’s solution is based on the leading corporate tax software that is used by some of the world’s largest enterprise firms including more than half of the Fortune 500. This fall, Vertex SMB joined’s Partner Solutions portfolio, a lineup of best-in-class tools and services that CPA firms can offer clients seeking business efficiency, flexibility and better financial insight into their operations.

“The SMB program helps CPA firms that want to expand into a new and growing line of business,” said David Henkin, vice president and general manager of Vertex SMB. “CPAs are a natural resource for small to medium-sized businesses working through compliance issues and, with the tools that we have developed with, they’ll be better equipped to serve as advisors.”

To learn more, visit

About empowers CPAs and businesses for the digital age. The company offers a growing list of digital products and services that help firms succeed in practice management, client advisory services and professional development. is a subsidiary of the American Institute of CPAs, the world's largest member organization representing the accounting profession, and operates such leading websites as the AICPA Store, and

The company has its headquarters in New York City and offices in Silicon Valley, Calif., Dexter, Mich., and Durham, N.C. For more information, visit

About Vertex SMB

Vertex SMB, a business division of Vertex Inc., helps automate sales and use tax compliance for small to medium-sized businesses. By enabling calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring attractive pay-as-you go pricing with no upfront fees, Vertex SMB meets the sales and use tax automation needs of growing businesses.

Vertex SMB is built upon Vertex Inc.’s more than 35 years of tax expertise and position as the leading provider of corporate tax software and services. With Vertex SMB, growing businesses can realize the benefits of performing sales and use tax processes on the most advanced calculation and returns software platform in the industry. The solution is available for use as a stand-alone solution or integrated directly with mid-market ERPs and ecommerce platforms. From returns-only processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex SMB provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance. For more information on Vertex SMB, please visit For more information on Vertex Inc., please visit

About Vertex

Since 1978, Vertex, Inc., has been a leading provider of tax technology and services, enabling companies of all sizes to realize the full strategic potential of the tax function by automating and integrating tax processes, while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of tax, including income, sales and consumer use, value added and payroll. Headquartered in Pennsylvania, and with offices worldwide, Vertex is a privately held company that employs over 900 professionals and serves companies across the globe.

For more information about Vertex, explore Our Company or follow Vertex on Twitter @vertexinc

Company Contact

Tricia Schafer-Petrecz, Vertex Inc.


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