Vertex SMB Announces Partnership with Wipfli LLP

Berwyn, PA

Vertex SMB, the primary sales and use tax solutions provider for small and medium-sized business, today announced a partnership with Wipfli LLP, one of the largest CPA and consulting firms in the United States.

Built on industry-leading Vertex software, Vertex SMB TaxCentral offers small and medium-sized businesses a proven, accurate and simple solution that integrates directly with mid-market ERP systems and leading e-commerce platforms. Wipfli is a national provider of Microsoft Dynamics ERP solutions for mid-sized businesses in a variety of industries including manufacturing, health care, construction, real estate, and financial services.  

The relationship between Vertex SMB and Wipfli will deliver to the middle market a strong solution in the sales and use tax space from two of the leaders in tax and accounting services.  

“We are searching for partners who are leaders in their respective areas to help us bring our sales and use tax solution to the small and medium-sized market,” said David Henkin, vice president and general manager at Vertex SMB.  “As one of the fastest growing consulting firms and value-added resellers in the country, Wipfli will be instrumental in bringing our solution to this space.”

“As a firm that is deeply committed to helping our clients face their business challenges, we are excited to partner with Vertex SMB,” said Craig Cookle, the partner-in-charge of Wipfli’s sales and use tax practice. “This partnership, along with our seasoned sales and use tax specialists and ERP specialists, will help clients automate and simplify their sales tax calculation, management and reporting. We look forward to a very successful partnership with Vertex SMB.”

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 Wipfli LLP
With more than 1,200 associates, 23 offices in the United States, and two offices in India, Wipfli LLP (Wipfli) ranks among the top 25 accounting and business consulting firms in the nation. For over 84 years, Wipfli has provided private and publicly held companies with industry-focused assurance, accounting, tax and consulting services to help clients overcome their business challenges today and plan for tomorrow. The firm’s clients include health care organizations, manufacturing companies, financial institutions, construction companies, real estate companies, insurance companies, nonprofit organizations, units of government, dealerships, and individuals. Through the firm’s membership in PKF North America, Wipfli can draw upon the resources of approximately 300 firms in 125 countries around the world. For more information, 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

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.