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.

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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.

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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

Blog Post

Sales Tax Rate Changes Accelerate This Year

Mike Bernard takes a mid-year look at Vertex’s 2023 Tax Rates and Rules report.

Podcast

2023 Mid-Year Rates and Rules Podcast

In this episode of Tax Matters, Michael Bernard, V.P. of Tax Content and Chief Tax Officer of Transaction Tax at Vertex, sheds light on our 2023 Mid-Year Sales Tax Rates and Rules Report.

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Blog Post

Wayfair Turns 5: What’s Worked, What Hasn’t and What’s Ahead

Michael Bernard reflects on sales tax trends as the Wayfair ruling turns 5.

Blog Post

Performance, Flexibility and Control: Achieving High Marks with Tax ‘Edge-ucation’

Matt Thoman discusses how tax and IT teams can align on edge computing solutions for tax.

Infographic

5 Ways a Tax Professional’s Job Changes with the Addition of an Online Marketplace

An online marketplace brings five major changes to a tax professionals’ job duties. Find out what they are.

Infographic

5 Tips to Ensure Online Marketplace Success Infographic

Discover five elements that will help make sure your online marketplace is a success.

Blog Post

How Salesforce Leverages Advanced Technology to Help Users Improve Their Customers’ Shopping Experience

Read how Salesforce enhances the customer journey through their technology and partners.

Blog Post

Unhappy Holidays? Sales Tax Holidays Challenge Exemption Certificate Management Activities

Michael Bernard considers the unintended consequences of the sales tax holidays.

Blog Post

Looking for Ways to Support Your CFO? Know What’s on Their Mind.

Larry Mellon considers how tax leaders can help support the CFO’s agenda.

eBook

Salesforce Manufacturing Industry Insider

See how Vertex integrates with Salesforce to simplify tax for manufacturing, no custom coding required.

Blog Post

Getting a "True Picture" of Cashflow – and Tax Performance

Larry Mellon offers the top reasons CFOs and finance groups are honing the accuracy of their cash flow forecasts.

Blog Post

The Next Great Tax Business Ally – the Chief Transformation Officer

Larry Mellon identifies what tax leaders can learn from chief transformation officers.

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