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Vertex Certified Program

Vertex Indirect Tax O Series Certified Training Program

Executive summary

  • Complete training course remotely at your own pace

  • Learn new skills in Vertex Indirect Tax O Series

  • Demonstrate mastery to become certified in the product

The program's curriculum is designed to teach you everything you need to know about Vertex Indirect Tax O Series for sales tax in North America. Vertex Certified uses an eLearning platform to develop real-world software skills while creating a career path for professionals to further develop their understanding of Vertex products. Additionally, the Web-based format enables flexible and self-paced learning for busy candidates and eliminates travel costs. The certification offers a series of self-paced e-learning modules as well as scheduled virtual classes. Additionally, you will be given the opportunity to validate what you have learned via knowledge and performance examinations.

Two certification programs are available:

Vertex Indirect Tax O Series 7.x for sales tax in North America.
For more information view our program guide.

Vertex Indirect Tax O Series 8.x for sales tax in North America.
For more information view our program guide.

Program Level

Courses: Intermediate


Register for the Vertex Indirect Tax O Series 7.x Certification Program

Register for the Vertex Indirect Tax O Series 8.x Certification Program


To complete the Vertex Certified training program, you should have:

  • Working knowledge of sales and use tax concepts; real-world experience in a related role is recommended, but not required*

  • Familiarity with your company’s tax reporting requirements

  • Experience with Microsoft Windows-based navigation

  • Experience with learning in an online format and comfort with working in a self-directed manner (recommended)

* Please see the program guide for additional requirements such as Learning Objectives and Intended Audience.

I really liked how the combination of live and self-paced modules made it easy to fit training into my already busy schedule.

Tony Buffkin
Senior Manager of Sales & Use Tax Group
Dixon Hughes

Contact Information

For questions about the Vertex Certified training program, or for more information regarding administrative policies such as refunds, cancellations and complaints, please contact us at certificationcoach@vertexinc.com or at the one of the following numbers:

Toll free: 1-877-455-2645 or 1-800-355-3500 
International: 469-759-7758


  • Recognition in the Vertex community as a proven tax professional
  • Use of the “Vertex Certified” and “Vertex Certified Professional” logos to promote your new designation 
  • Vertex Training Discounts – Receive a 10% discount on additional Vertex training
  • Special Vertex Certified networking opportunities, including a LinkedIn group
  • Recognition in the Vertex Certified Directory on the Vertex website

Vertex Exchange

Join Vertex customers, solution experts and tax professionals to learn about solutions and strategies that can help improve tax processes and deliver value to your tax department. Learn more about our 2019 events.

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