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Vertex SMB and CPA.com Launch Strategic Partnership

In keeping with Vertex’s mission to unleash the strategic potential of corporate tax worldwide, our Vertex SMB business division has joined forces with CPA.com, the leading trusted business resource for the CPA community. This partnership equips CPA.com’s accounting firm customers (and those firms’ clients) with Vertex SMB’s sales tax technology solution.

Through the program, U.S. accounting firms can now support small and medium-sized businesses with sales and use tax automation — from tax calculations, to signature-ready PDF returns, to returns-only processing. The arrangement also provides outsourcing services that include returns filing and payment processing. Vertex SMB joins CPA.com’s Partner Solutions, a lineup of best-in-class tools and services that CPA firms offer to client companies seeking business efficiency, flexibility, and better financial insight into their operations.

“Our platform greatly simplifies tax calculation and remittance, and provides easy-to-read dashboards that give CPAs and their clients a detailed view of a business’s compliance process,” reports David Henkin, vice president and general manager of Vertex SMB. “This alliance is a strategic pairing of premier industry leaders dedicated to serve the CPA industry. We are incredibly excited about this relationship.”

For more on this partnership, and its unique referral program, click here.

Please remember that the Tax Matters provides information for educational purposes, not specific tax or legal advice. Always consult a qualified tax or legal advisor before taking any action based on this information.


About this Contributor

Tricia Schafer-Petrecz Headshot
Tricia Schafer-Petrecz
Public Relations and Social Media Lead

Tricia Schafer-Petrecz manages Vertex's public relations and social media functions. In her role as reporter for the Tax Matters blog, she coordinates and writes  pieces on industry trends, legislation and technology in the tax industry.  Tricia has over 20 years of experience managing public relations, corporate communications and generating thought leadership for the financial services and technology industries. Prior to joining Vertex, she was the Director of Public Relations for Fidelity National Information Services (FIS Global), a Fortune 500 company. Tricia has a B.A. in English, a B.A. in Communications, and a Master's degree in Communications from La Salle University in Philadelphia, PA.  She is also a member of the Public Relations Society of America (PRSA).

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