Vertex SMB and 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, the leading trusted business resource for the CPA community. This partnership equips’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’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.

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Tricia Schafer-Petrecz

Public Relations and Social Media Lead

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Tricia Schafer-Petrecz manages Vertex's public relations and social media functions. Tricia has over 20 years of experience managing public relations, corporate communications and generating thought leadership for the financial services and technology industries. Tricia has a B.A. in english, a B.A. in communications and a Master's degree in Communications from La Salle University.

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