Integrations

Salesforce Billing and CPQ

A powerful connector enabling communication between your ERP system and Vertex to calculate accurate sales and use tax on every transaction.

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Main Features

Automated Sales & Use Tax Calculation

No more manual calculations. Automate and standardize taxability and calculation on every sales and purchase transaction on every product in every jurisdiction with Vertex for Salesforce Billing and CPQ. Improve your accuracy, reduce audit risk, and have confidence to grow your business.

Most Up-to-date Product Taxability

Vertex centralizes all the rates and rules required for product taxability and accurate calculation of sales and use tax. No need to manage changing tax content manually. Let our research team stay on top of the latest tax changes, while you grow your business.

Flexible Pricing Plans

Choose from multiple pricing options based on your needs. No overage fees apply. We’ll provide a system with the functionality you need for your business today, and the scalability to grow with you.

Compliance Options

Use Vertex technology to produce signature-ready returns in-house using the data from your calculation system. Or send us your data and outsource the entire compliance process to us. You’ll spend less time on administrative tasks and refocus on more value-added work.

Exemption Certificate Management

Collect, store, search and report on exemption certificates with ease. And provide your customers a self-serve online portal to simply answer a few questions and generate the required exemption certificates. Accurately manage exemptions on every transaction.

More Great Features

  • Most Up-to-date Tax Rates and Rules
  • Real-Time Tax Calculation
  • Integrated Address Cleansing
  • Multiple Deployment Options
  • Enhanced Quote-to-cash Functionality

Join Us at Our Next Event

Join Vertex at the next webcast, or visit us at an upcoming conference or industry event. Visit our booth, attend our sessions, meet our people.

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