Corporate Tax Communities

Connect with tax community peers in Regional User Groups, Special Interest Groups, the Client Advisory Board, and our private Online Community.

Why Join Our Community?

We believe that collaboration with clients yields the best results. We value and enjoy the communities we’ve created with our clients. Our Corporate Tax Communities offer an opportunity to exchange ideas, network, discuss issues facing tax, and work with us to co-develop solutions to real problems. Sometimes, it does take a village.

Vertex Inc. People

User Group Themes

Explore the four key themes that we incorporate into every user group meeting.


A legislative topic on tax and technology trends.


Product topics related to Vertex tax solutions.


An innovation topic related to improving client experiences.


Opportunities for everyone to engage and exchange insights.

How to Connect with Our Corporate Communities

Our Regional User Groups offer a forum for tax and tax technology professionals to share best practices and exchange ideas regarding tax and our solutions.

These groups typically meet in person twice a year at four to five-hour sessions over lunch and offer an excellent opportunity to collaborate, interact, and network with peers.

Please refer to our Upcoming Webcasts and Events page to explore our Regional User Groups.

Important Note: Keeping the safety and well-being of our customers, partners, employees, and community in mind, we’ve decided to cancel upcoming live event participation as concerns around the coronavirus grow. We look forward to connecting with you virtually.

Currently, we host Special Interest Groups (SIGs) focusing on the RetailTelecommunications, and Leasing industries. We also host SIGs focused on ERP software—SAP and Oracle.

These meetings provide an opportunity for our clients to have discussions around the topics that matter to them the most. Share ideas around specific challenges, proven practices, and how to best leverage our software and tools.

Please refer to our Upcoming Webcasts and Events page to explore our Special Interest Groups.

Important Note: This year, all upcoming Special Interest Groups will be moved to an online format, keeping your safety in mind. 

Our Client Advisory Board consists of professionals who are leaders in the industry and their organizations, who view tax technology as strategic to their business. These individuals represent the voice of our clients and provide input to strategic roadmaps and new offerings.

Members of the Client Advisory Board are invited by us to join and represent different industries and segments of the client base.

Board members serve a two-year term providing continuous feedback to help improve the overall customer experience, provide input into product roadmaps, and even collaborate with us on technology innovations.

Please note that this year, all Client Advisory Board meetings will be moved to an online format, keeping your safety in mind. 

Share, follow, and participate in our Online Community. Through our private online community, customers can engage with us through a designated message board aimed at providing quick updates on product releaseseventscustomer webcasts, integration announcements, and much more.

To request access to join our community, please send a message to Laurie Stanton:

Laurie Stanton
Customer Programs Specialist
Vertex Inc.

Get in Touch

For any questions regarding the Vertex Regional User Groups, Special Interest Groups, Customer Advisory Board, and Online Community, please email

Meet Our Industry Influencers

Get to know the thought leaders and Chief Tax Office members providing insight around tax and technology.