Resource Library

Discover resources designed to guide you through digital transformation and tax complexity. Access white papers, e-books, videos, and more.

Analyst Report

Gartner® Research: Predicts 2026 - Toward an AI-First Finance Function

New research from Gartner® explores why transaction integrity is essential for AI-first finance.

Read Time 2 Mins

Research Report

How IT, Tax, and Finance Misalignment is Putting Revenue at Risk

Research shows how lack of IT, Tax, and Finance alignment drives compliance risk, delays and wasted spend — and what fixing it requires.

Read Time 35 Mins

Blog Post

Taming tax complexity in the medical equipment, devices & supplies segment

Karen Schroeder highlights a new remedy for indirect tax complexity for sellers of medical equipment, devices & supplies.

Read Time 1 Min

Research Report

State of the market for enterprise cloud deployment

Vertex SAP deployment strategy for cloud and enterprise cloud deployment

Read Time 52 Mins

The Vertex Certified Implementer Program sets the standard for Vertex tax technology product knowledge and provides organizations with an effective way to develop and recognize Vertex implementation professionals.

Blog Post

Tax’s new technology investment priorities

Larry Mellon assesses tax leaders’ technology-spending plans in 2024.

Read Time 1 Min

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Customer Story

Nite Ize Scales Tax Processes in Oracle and Adobe with Vertex

Read how Vertex helped Nite Ize improve their tax processes.

Read Time 7 Mins

Podcast

2024 Mid-Year Rates and Rules Podcast

In this episode of Tax Matters, Michael Bernard, Chief Tax Officer at Vertex, discusses insights from our 2024 Mid-Year Sales Tax Rates and Rules Report.

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Research Report

Vertex Inc. 2024 Mid-Year Sales Tax Rates and Rules Report

Our 2024 Mid-Year Sales Tax Rates and Rules Report outlines sales tax rate changes, trends and statistics.

Blog Post

Indirect tax trends: more U.S. volatility, more EU e-invoicing

Michael Bernard assesses the drivers of sales tax rates and rules changes.

Blog Post

Vertex report shows substate sales tax complexity is soaring

Michael Bernard highlights findings from Vertex’s 2024 Mid-Year Sales Tax Rates and Rules report.

On-Demand Webcast

Reduce Compliance Risks Within the Indirect Tax Space

This webinar highlights insights on strategic ways to help manage and reduce compliance risks.

Customer Story

Luxor Workspaces Replaces Homegrown Tax Solution with Vertex

Learn why Luxor chose to partner with Vertex to handle their indirect tax needs.

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Customer Story

BlueTriton Navigates Tax Technology Transformation with Vertex

Learn how BlueTriton integrates SAP and Vertex for streamlined end-to-end corporate tax management.

White Paper

Tax Transformation’s New and Improved Playbook

Get leading practices for global tax engine implementations that reduce compliance risk and elevate your tax team.

Blog Post

Brazilian Tax Reform Moving Forward - Deputies approved project in Plenary session

Ana Maciel highlights the latest news from the Brazilian Tax Reform - The Brazilian Chamber of Deputies approved the proposal text, bringing meaningful changes to the tax system.

Blog Post

What Is Excise Tax? Definition, Types & Examples

Understand excise taxes, their role in government tax strategies and impact on public policy and society.

Blog Post

Big data analytics opportunities for smaller tax groups

Larry Mellon assesses tax data analytics capabilities in SMBs.

Download Machine Learning for a Less Taxing Checkout

Blog Post

How retailers gain an Edge in the checkout experience

Matt Thoman addresses shopping cart abandonment.

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