Vertex SMB Announces Key Partnership with Socius

Berwyn, PA

Vertex SMB, the primary sales and use tax solutions provider for small and medium-sized businesses, today announced a partnership with Socius, a strategic business consulting partner with a 30-year history that provides comprehensive business management across the United States.

Built on industry-leading Vertex software, Vertex SMB TaxCentral offers small and medium-sized businesses a proven, accurate and simple sales and use tax solution that integrates directly with mid-market ERP systems and leading ecommerce platforms. The solution is scalable and cloud-based, and allows customers to manage complex sales and use tax across multiple jurisdictions and states. Socius specializes in providing ERP, CRM, business intelligence, and collaboration solutions from Microsoft Dynamics and Sage, as well as technology based on Microsoft Office SharePoint Server.

“Like Vertex SMB, Socius’ primary focus is to promote a collaborative relationship with its clients, to help them succeed,” said David Henkin, vice president and general manager at Vertex SMB.  “We’re pleased to partner with Socius to provide our unmatched functionality and expertise in sales and use tax solutions to the small and medium-sized business market.”

“Today’s market demands comprehensive, integrated sales and use tax solutions,” said Bill Knapp, Director of Business Development at Socius.  “Companies today need solutions that meet the tax challenges of omni-channel environments.  Cloud-based solutions like Vertex SMB can help companies to easily manage tax compliance.  Companies look to Socius to help fuel their growth strategies and we believe solutions like Vertex SMB are a critical component in helping clients transform their businesses.”

About Vertex SMB

Vertex SMB is the business division of Vertex Inc. dedicated to providing sales and use tax solutions for small and medium-sized businesses.  Vertex SMB runs on the most advanced calculation and returns software platform in the industry, used by thousands of the largest corporations in the world. For more information about Vertex SMB, visit

About Socius

Backed by 30 years of award-winning experience, Socius proudly serves clients throughout the country from its headquarters in Columbus, Ohio and our 25 additional locations. Socius combines Innovative Technology, Experience, Expertise and Partnerships to uniquely provide clients with the reach of insight, productivity, and collaboration across their entire business so that people – and the way they work – become their most powerful asset. Learn more at

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

Marisa Norris
Vertex, Inc.
Director, Corporate Communications

Join Our Newsletter

Get the latest tax & technology insights from Vertex.

Reviews Reveal High Value of Our Solutions

User reviews on B2B software rating site G2 Crowd recognize our technology as top corporate tax solutions.

Learn More
Vertex - Top Rated Corporate Tax Solution.