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.

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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 1.0 - effective 01-May-2023

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Customer Support Exhibit

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Outsourcing Services Exhibit

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Security Exhibit

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Service Level Exhibit

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Terms of Use Exhibit

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Professional Services SOWs

Current versions of our Professional Services SOWs are posted below. Archived versions are posted in our Terms and Conditions Archive.

Certificate Service | v 2.0 - effective 01-May-2023

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Release Testing Service | v 2.0 - effective 01-May-2023

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Staff Augmentation Service - Long Term | v 3.0 - effective 01-Dec-2023

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Staff Augmentation Service - Short Term | v 1.0 - effective 01-Dec-2023

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Start Service - Bronze | v 3.0 - effective 01-Dec-2023

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Start Service - Silver | v 3.0 - effective 01-Dec-2023

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Start Service - Gold | v 3.0 - effective 01-Dec-2023

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Start Service - Connector | v 2.0 - effective 01-Dec-2023

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System Health Check Service | v 2.0 - effective 01-May-2023

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Tax Categorization Service | v 1.0 - effective 01-May-2023

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Vertex for eCommerce Start Service - Bronze/Silver/Gold | v 2.0 - effective 01‐Dec‐2023

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Vertex Indirect Tax Returns Start Service | v 1.0 - effective 15‐Nov‐2023

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Supplemental Terms

Vertex e-Invoicing Solution | v 1.0 - effective 01-Oct-2023

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FAQs

FAQs for Vertex Customer Agreement

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