Vertex Terms and Conditions
Welcome to Vertex Terms and Conditions. Current and archived versions of Vertex’s standard customer agreement, statements of work, partner program agreement, and other important documents are provided here. This information can change periodically as we update these documents and add others to support the developing needs of our customers.
Vertex Customer Agreement
The current version of the Vertex Customer Agreement is posted below. Archived versions are posted in our Terms and Conditions Archive.
Vertex Customer Agreement | v 3.0 - effective 01-Aug-2025
Customer Support Exhibit
Outsourcing Services Exhibit
Security Exhibit
Service Level Exhibit
Terms of Use Exhibit
Data Processing Addendum
- Vertex Approved Sub-Processor List
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Professional Services SOWs
Current versions of our Professional Services SOWs are posted below. Archived versions are posted in our Terms and Conditions Archive.
Address Cleansing Batch Service | v 1.0 - effective 01-Jun-2024
Certificate Service | v 2.0 - effective 01-May-2023
Staff Augmentation Service - Long Term | v 3.0 - effective 01-Dec-2023
Staff Augmentation Service - Short Term | v 1.0 - effective 01-Dec-2023
Start Service - Bronze | v 4.0 - effective 15-July-2025
Start Service - Silver | v 4.0 - effective 15-July-2025
Start Service - Gold | v 4.0 - effective 15-July-2025
Start Service - Connector | v 2.0 - effective 01-Dec-2023
System Health Check Service | v 2.0 - effective 01-May-2023
Vertex Cert Center Start Service | v 1.0 - effective 01-Nov-2025
Vertex for eCommerce Start Service - Bronze/Silver/Gold | v 2.0 - effective 01‐Dec‐2023
Vertex for Marketplaces Start Service | v 1.0 - effective 15‐Aug‐2024
Vertex Indirect Tax Returns Start Service | v 1.0 - effective 15‐Nov‐2023
Vertex Global Partner Program Agreement
The current version of the Vertex Global Partner Program Agreement is posted below.
Vertex Global Partner Program Agreement | v 1.0 effective 01-Mar-2026
Marketing Development Fund Supplemental Terms and Conditions | v 1.0 effective 01-Mar-2026
Solution Provider Supplemental Terms and Conditions | v 1.0 effective 01-Mar-2026
FAQs
FAQs for Vertex Customer Agreement