Vertex Terms and Conditions
Welcome to Vertex Terms and Conditions. Current and archived versions of Vertex’s standard customer agreement, statements of work, and other important documents are provided here. This information can change periodically as we update these documents and add others to support the developing needs of our customers.
Table of Contents
Vertex Customer Agreement | Professional Services SOWs | FAQs | Terms and Conditions Archive
Vertex Customer Agreement
The current version of the Vertex Customer Agreement is posted below. Archived versions are posted in our Terms and Conditions Archive.
Vertex Customer Agreement | v 2.0 - effective 01-Jun-2024
Customer Support Exhibit
Outsourcing Services Exhibit
Security Exhibit
Service Level Exhibit
Terms of Use Exhibit
Data Processing Addendum
- Vertex Approved Sub-Processor List
Download PDF
Professional Services SOWs
Current versions of our Professional Services SOWs are posted below. Archived versions are posted in our Terms and Conditions Archive.
Address Cleansing Batch Service | v 1.0 - effective 01-Jun-2024
Certificate Service | v 2.0 - effective 01-May-2023
Staff Augmentation Service - Long Term | v 3.0 - effective 01-Dec-2023
Staff Augmentation Service - Short Term | v 1.0 - effective 01-Dec-2023
Start Service - Bronze | v 3.0 - effective 01-Dec-2023
Start Service - Silver | v 3.0 - effective 01-Dec-2023
Start Service - Gold | v 3.0 - effective 01-Dec-2023
Start Service - Connector | v 2.0 - effective 01-Dec-2023
System Health Check Service | v 2.0 - effective 01-May-2023
Tax Categorization Service | v 1.0 - effective 01-May-2023
Vertex for eCommerce Start Service - Bronze/Silver/Gold | v 2.0 - effective 01‐Dec‐2023
Vertex for Marketplaces Start Service | v 1.0 - effective 15‐Aug‐2024
Vertex Indirect Tax Returns Start Service | v 1.0 - effective 15‐Nov‐2023
FAQs
FAQs for Vertex Customer Agreement