Vertex’s responsible AI approach is guided by four principles: applying AI to the right use cases, keeping users in control, prioritizing data security and privacy, and maintaining human accountability. These principles inform how Vertex evaluates and develops AI-enabled capabilities.
How Vertex uses AI in tax and compliance.
Vertex applies AI with the controls, transparency, and human oversight enterprise tax demands. Our responsible AI principles guide how we develop and use AI across Vertex solutions, helping customers benefit from greater intelligence and automation while maintaining visibility and control.
Responsible AI built for enterprise tax.
AI can help tax teams reduce manual work, surface insights, and work more efficiently. It also introduces new considerations around accuracy, transparency, privacy, and accountability.
Vertex takes a measured approach to AI, applying it where it is well suited to the work while maintaining the deterministic technologies and controls required for critical tax calculations. AI operates within governed workflows, with visibility into its use and human involvement where review, validation, and judgment are required.
Our approach evolves as AI technologies, regulations, and customer expectations change, while remaining grounded in the principles of control, security, transparency, and accountability.
Principles that guide how we apply AI.
Vertex’s approach to responsible AI is grounded in four principles that guide how we evaluate, develop, and deliver AI capabilities.
Apply AI to the right use cases.
Vertex applies AI where probabilistic models add value, such as recommendations, pattern recognition, research, and workflow assistance, while using deterministic technologies where consistent calculation outcomes are required.
Keep users in control.
Customers decide when and how AI supports their work. Vertex provides assistance, recommendations, and automation within controlled workflows while preserving visibility and decision authority.
Protect data and privacy.
Security and privacy remain foundational as AI capabilities evolve. Vertex applies established data protection and control frameworks to the development and operation of AI-enabled solutions.
Maintain human accountability.
AI can accelerate analysis and execution, but accountability remains with people. Human review and validation remain part of workflows where judgment and oversight are required.
AI outcomes you can understand.
Vertex provides context around AI-generated recommendations, actions, and outcomes so users can understand what AI contributed, review the result, and evaluate it against their organization’s processes and controls before acting.Vertex designs AI so users can see what it contributed before they act, and evaluate whether the outcome fits their organization's processes and controls.
Explore responsible AI
Human judgment remains essential.
Tax decisions often depend on context, interpretation, and professional judgment. AI can accelerate research, identify patterns, generate recommendations, and automate defined tasks, while people remain accountable for the decisions that require judgment.
Vertex designs AI-enabled workflows with human oversight built in. Users can review and validate AI-generated outputs before taking action, helping organizations maintain the controls required for accurate, defensible tax operations. This combination allows AI to handle more of the repetitive work while tax professionals remain responsible for the decisions that matter most.
Responsible AI at Vertex.
Learn more about Vertex AI governance, security, privacy, compliance, and human oversight through the Vertex Trust Center.
FAQs
No. Vertex applies AI where it is appropriate for the task. AI can be effective for activities such as recommendations, research, pattern recognition, and workflow assistance. Deterministic technologies, including rules-based systems, remain important where consistent and precise tax calculation outcomes are required.
Vertex designs AI-enabled workflows so users can review, validate, and approve important outputs and actions. Human judgment remains especially important where tax decisions require interpretation, context, or professional accountability.
Vertex designs AI so users can see what it contributed before they act, with visibility into AI-generated recommendations and governed workflows before relying on them for important tax decisions.
Vertex applies established security and privacy control frameworks to its AI development and operations. Customers can find additional information about Vertex security, privacy, subprocessors, compliance, and AI assurance practices in the Vertex Trust Center.
Vertex applies different levels of automation based on the use case and associated controls. For decisions requiring professional judgment or validation, Vertex emphasizes human oversight and review rather than uncontrolled or opaque AI action.
Vertex continues to evaluate its AI governance and controls as technology, regulatory requirements, and industry expectations evolve. The Vertex Trust Center provides current information related to security, compliance, and AI assurance.
Explore Vertex AI assurance and compliance.
Access current information about Vertex security, privacy, compliance, subprocessors, and artificial intelligence practices through the Vertex Trust Center.