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Vertex SMB and McGladrey LLP Announce Strategic Partnership

Berwyn, PA

 Vertex SMB, the primary sales and use tax solutions provider for small and medium-sized business, today announced a strategic partnership with McGladrey LLP, the nation’s leading provider of assurance, tax and consulting services focused on the middle market. This collaboration will strengthen McGladrey’s ability to solve its clients’ complex sales tax challenges by using an automation solution, based on a proven platform and which adapts to fit each client’s distinct needs.

McGladrey is the first full service accounting, tax and consulting firm and value-added reseller to deliver this unique cloud-based automation platform designed specifically for the middle market. 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 enterprise resource planning systems and leading ecommerce platforms.

The relationship between Vertex SMB and McGladrey LLP will provide the middle market with a first-class scalable solution that requires no upfront software investment by business owners.

“We’re extremely excited that McGladrey is partnering with Vertex SMB,” said David Henkin, vice president and general manager at Vertex SMB. “Combining their expertise with our unique tax calculation solution will bring unprecedented value to McGladrey, as well as Vertex SMB’s current and future clients. We’re looking forward to working closely with McGladrey’s consulting team and sales force to provide their clients with our best-in-class solution.”

“As the first full-service firm to align with Vertex SMB, McGladrey is elated with our new partnership,” said Steve Parish, principal and national sales tax automation leader for McGladrey. “In the sales and use tax automation arena, one size doesn’t necessarily fit all. As our clients’ trusted advisors, we are focused on providing the right services and solutions to meet simple and complex sales and use tax compliance needs. Helping bring a new, robust solution such as Vertex SMB TaxCentral to our middle market tax and consulting clients is an important part of providing overall value and the scalability to address those needs.”

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, www.VertexSMB.com.

About McGladrey Technology Consulting

McGladrey understands how people, processes and technology interact to ensure organizational effectiveness. By combining technical expertise and business savvy with a full scope of IT services and collaborating with the firm’s tax technical professionals, McGladrey can assess complex situations, and devise and implement effective solutions quickly and cost effectively. For more information, visit www.mcgladrey.com/technology, join the McGladrey

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.

tricia.schafer-petrecz@vertexinc.com

484-595-6142

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