King of Prussia, PA – December 5, 2025 - Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, and CPA.com, the trusted partner in accounting and finance transformation, today announced an expansion of their partnership to include an AI-driven solution in collaboration with Kintsugi. The application helps accounting firms of all sizes and tax expertise deliver automated, accurate, and scalable sales tax compliance for clients.

Building on years of trusted partnership, Vertex and CPA.com are bringing advanced artificial intelligence and automation to the forefront of sales tax compliance. This enhanced solution enables Client Advisory Services (CAS) and State and Local Tax (SALT) teams to assess exposure, automate registration and filing, and manage ongoing compliance with confidence and efficiency. Through the expanded CPA.com Firm Advisor program, firms can now either manage clients’ compliance directly through a white-labelled platform or refer clients for hands-free automation supported jointly by Vertex and Kintsugi. Both options include dedicated support and seamless integration with leading ERP, billing, and e-commerce platforms. Teams benefit from fast setup, transparent workflows, and integrated reporting, enabling CAS and SALT teams to extend services confidently and efficiently.

“This launch marks an important next step in our journey to serve the accounting community,” said Bradd Wildstein, Vice President, Partner Sales at Vertex. “Through our partnership with CPA.com and Kintsugi’s advanced AI capabilities, we’re helping CPA firms unlock new revenue streams and simplify return filing with innovative automation.”

The expanded application, underpinned by Vertex and Kintsugi technology, delivers end-to-end sales tax compliance from exposure analysis and registration to filing and reporting, supported by real-time monitoring and proactive accuracy controls. CPA.com adds value through its Firm Advisor Program, offering flexible partnership models and expert guidance that help firms scale, serve multi-jurisdictional clients, and unlock new advisory revenue opportunities.

“We are building on our long-standing relationship with Vertex and adding new AI-powered capabilities,” said Michael Cerami, EVP, CPA.com. “By making sales tax compliance easier, more accurate and scalable, we can help practitioners focus on what matters most: building trusted relationships and delivering real value, while making it easier for mid-market and SMB firms to access enterprise-level compliance that is right-sized for their business.”

Vertex, CPA.com, and Kintsugi will showcase the enhanced application and share insights on the future of AI in tax advisory services at the upcoming Digital CPA Conference, December 7-10 in Washington, D.C. As a proud sponsor for the past decade, Vertex continues its long-standing commitment to this premier event. To learn more, visit booth #47. Firms can also learn more about this program by attending the upcoming webinar, “Automate, scale, advise: The new AI-powered sales tax compliance model for CAS and SALT practices,” Jan. 15 at 2pm ET.

About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.

For more information, visit https://www.vertexinc.com or follow us on X and LinkedIn.

Copyright © 2025 Vertex, Inc. All rights reserved. The information contained herein is intended for information purposes only, may change at any time in the future, and is not legal or tax advice. Any product direction and potential roadmap information is not a guarantee, may not be incorporated into any contract, and is not a commitment to deliver any material, code, or functionality. This information should not be relied upon in making purchasing, legal, or tax decisions. The development, release, and timing of any features or functionality described for Vertex’s products remains at the sole discretion of Vertex, Inc. Any statements in this release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. All forward-looking statements are subject to various risks and uncertainties described in Vertex’s filings with the US Securities and Exchange Commission (“SEC) that could cause actual results to differ materially from expectations. Vertex cautions readers not to place undue reliance on these forward-looking statements which Vertex has no obligation to update and which speak only as of their dates.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.cpa.com.

About Kintsugi
Kintsugi provides an AI-powered tax automation platform that transforms complex tax management into a streamlined, automated process. By leveraging artificial intelligence and seamless integrations, Kintsugi reduces preparation time by 75% and compliance costs by 50% for e-commerce and SaaS businesses. The company offers transparent pricing, exceptional customer service, and advanced capabilities for multi-state and international tax compliance. Learn more at www.trykintsugi.com.

Vertex Company Contact:
Rachel Litcofsky | Manager, Public Relations
mediainquiries@vertexinc.com

Investor Relations Contact:
Joe Crivelli | VP, Investor Relations
investors@vertexinc.com

CPA.com Contact:
Sonia Bauer | Director, Corporate Communications
sonia.bauer@hq.cpa.com

Artificial intelligence, Practice Transformation Strategies and Change Management Set the Stage at Premier Event for Progressive Firms

NEW YORK (Sept. 11, 2025) — In today’s dynamic business environment, purposeful strategy and intentional innovation are critical for firm growth. The Digital CPA (DCPA) Conference® delivers the latest technology, insights and connections that progressive CPAs and accounting firm leaders need to design the future of their practices and position for ongoing success.

DCPA25, hosted by CPA.com and the American Institute of CPAs (AICPA), will take place Dec. 7-10 at the Gaylord National Resort in Washington, D.C., and online.

This year’s theme, “Growth by Design,” underscores the importance of strategic decision-making and innovative practices that enable firms to thrive in an era of rapid change. In addition to the robust client advisory services (CAS) content the conference is known for, the 2025 agenda expands the audit and tax session tracks, ensuring professionals across all practice areas gain actionable insights to fuel growth.

The three-day program will feature more than 50 speakers and sessions on the impact of AI, aligning technology and workflows with evolving standards, and exploring new practice structures and business strategies to help firms scale.

Featured speakers will examine the fast-changing technology and business environment, offering strategies for firms to grow with purpose. They include:

• Zack Kass, AI futurist and former Head of Go-To-Market at OpenAI, will explore how artificial intelligence is reshaping business models and what firms must do to thrive in the AI-powered era.
• Pascal Finette, CEO and co-founder, radical, will lead a high-energy, interactive session with practitioners and solution providers around the latest AI breakthroughs, failures and bold predictions in accounting, and provide actionable strategies for leaders putting AI to work in their firms.
• Lisa Bodell, CEO, FutureThink and leading expert on simplification and innovation, will highlight strategies to eliminate complexity and spark meaningful transformation in firms.
• Erik Asgeirsson, president and CEO, CPA.com, Mark Koziel, president and CEO, AICPA, and other practice innovators will discuss issues and opportunities driving transformation within the accounting profession and how firms are embracing advanced technologies, business strategies and services to maximize the opportunity.

There will also be a special AICPA Town Hall episode airing live from DCPA featuring the most pressing regulatory, legislative and technical updates impacting the profession.

Additionally, attendees will benefit from networking opportunities and peer-to-peer roundtable discussions, as well as demonstrations of cutting-edge technologies driving efficiencies and further enabling the shift toward advisory services.

“AI is accelerating change across every area of the profession and creating powerful opportunities for firms to reimagine how they operate and serve clients,” said Asgeirsson. “We've thoughtfully designed this year's conference to help firms cut through the noise, identify new capabilities and implement intentional strategies to transform practice areas and drive sustainable growth.”

Space is limited, and the conference continues to sell out every year. Registration for DCPA25 is now open. Practitioners who register by Sept. 30 can save with early-bird pricing. Group discounts are also available.

Upcoming pre-conference webcasts will cover topics such as AI adoption, trust and the evolving client experience. More details, including the full speaker lineup and access to on-demand sessions, are available at www.digitalcpa.com.

Media access: Reporters who would like press credentials to attend the event virtually or in-person can contact Sonia Bauer, Sonia.Bauer@hq.cpa.com.

About CPA.com

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

About AICPA & CIMA, together as the Association of International Certified Professional Accountants

AICPA & CIMA, together as the Association of International Certified Professional Accountants (the Association), advance the global accounting and finance profession through our work on behalf of 597,000 AICPA and CIMA members, candidates and registrants in 188 countries and territories. Together, we are the worldwide leader on public and management accounting issues through advocacy, support for the CPA license, the CGMA designation and specialized credentials, professional education and thought leadership. We build trust by empowering our members, candidates and registrants with the knowledge and opportunities to be leaders in broadening prosperity for a more inclusive, sustainable and resilient future.

Successful applicants receive a grant, expert mentorship and visibility at premier profession events

NEW YORK (Aug. 7, 2025) — The American Institute of CPAs (AICPA) and CPA.com today announced the opening of applications for the 2026 Startup Accelerator cohort, a program designed to empower and accelerate growth for early-stage companies developing future-ready solutions for the accounting and finance profession.

Startup and early-stage technology companies focused on accounting, tax, audit and advisory solutions are encouraged to apply. Selected participants will receive a $25,000 grant, mentorship from industry subject matter experts and access to high-profile opportunities at premier profession events, including AICPA & CIMA ENGAGE and CPA.com’s Digital CPA conference.

"The Startup Accelerator program helped us develop key relationships with leading firms and provided valuable guidance around product positioning and strategy,” said Ben Stein, CEO and co-founder of Keeper, a 2025 program participant. “It made us much more informed about the accounting profession and was instrumental in accelerating our growth."

Participating startups gain access to a legacy network of advisors with deep experience in accounting, finance, emerging technology and professional services. Now in its eighth year, the program continues to spotlight cutting-edge innovation reshaping the accounting profession. Learn more about past participants.

“The Startup Accelerator is a key part of our efforts to drive innovation in the accounting profession by connecting firms and finance professionals with cutting-edge technology solutions that help enhance efficiency, transform service models and deliver deeper client value to support their long-term success,” said Michael Cerami, EVP, CPA.com.

To be eligible for consideration, companies must meet the following criteria:

• An innovative solution focused on accounting, audit, tax or advisory services
• Demonstrate the active use of artificial intelligence within the solution
• A working product with active users
• Financing at either seed or pre-Series A stage (with some exceptions)

Applications for the 2026 cohort are currently open through Nov. 30, 2025. After the application process closes, a short list of applicants will be invited to pitch their solutions to a committee of subject matter experts. The new cohort will be announced in early 2026.

To apply, visit accelerator.cpa.com. For inquiries, contact Vendela Hale at vendela.hale@hq.cpa.com.

About CPA.com

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

About AICPA & CIMA, together as the Association of International Certified Professional Accountants

AICPA & CIMA, together as the Association of International Certified Professional Accountants (the Association), advance the global accounting and finance profession through our work on behalf of 597,000 AICPA and CIMA members, candidates and registrants in 188 countries and territories. Together, we are the worldwide leader on public and management accounting issues through advocacy, support for the CPA license, the CGMA designation and specialized credentials, professional education and thought leadership. We build trust by empowering our members, candidates and registrants with the knowledge and opportunities to be leaders in broadening prosperity for a more inclusive, sustainable and resilient future.

Latest research provides roadmap for accounting firms aiming to harness AI as a competitive advantage.

NEW YORK (June 10, 2025) – CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), today released the AICPA and CPA.com 2025 AI in Accounting Report, a comprehensive analysis of the current landscape, trends and future projections for AI in accounting and finance. The report is part of CPA.com’s ongoing AI initiative, which aims to accelerate the profession’s understanding and application of this transformative technology. The announcement came during a keynote session at AICPA & CIMA ENGAGE 2025.

“AI is fundamentally reshaping the accounting profession, accelerating the move toward more strategic advisory services,” said Erik Asgeirsson, president and CEO of CPA.com. “What’s especially noteworthy is that the accounting technology ecosystem is leading this transformation. Firms that embrace AI-enabled solutions—such as large language models and agentic AI—are not only creating new efficiencies, but also redefining what is possible in practice. These early adopters will gain a significant competitive advantage and be better positioned for the future.”

Developed in collaboration with radical, an innovation and business transformation consulting firm, the report synthesizes the most important insights from the recent AICPA and CPA.com AI in Accounting and Finance Symposium and includes in-depth ecosystem research, interviews with technology vendors and practitioners, and firsthand industry observations to provide finance leaders with actionable clarity to drive strategic decisions.

Key focus areas explored in the report:

• The state of AI in accounting – A current-state analysis of how firms and finance teams are navigating the balance between legacy systems and AI-native solutions and moving beyond simple automation toward true augmentation of accounting processes.
• Strategic themes shaping 2025 – Key themes shaping the year ahead, including workflow automation, human-in-the-loop verification and new ways to enhance client delivery and experience.
• Emerging trends and innovations – A look at the rapidly evolving AI landscape—from domain-specific large language models and agentic AI to audit transformation and context-aware technology.
• Talent and training in the age of AI – Insights into how AI is redefining roles within firms, shifting expectations for entry level talent and driving the development of new workforce models.
• A roadmap for the future – Practical guidance and a four-phase roadmap to help teams move from insight to action, scaling AI adoption responsibly and strategically.

“AI is not going to disrupt the accounting profession, but it will change what an accountant does,” said Mark Koziel, president and CEO, AICPA. “Firms are further ahead in their adoption of AI than business and industry. As their trusted advisors, they have an important role to play in helping their clients implement safe and effective AI strategies.”

In addition to the report, CPA.com also announced the launch of a new AI in Focus newsletter, designed to keep practitioners up to date on the latest AI trends and developments, as well as the newly formed AI in Accounting Working Group—a task force made up of firm, finance and technology leaders from across the profession. This group will explore emerging opportunities and challenges in AI, and will help deliver practical insights, tools and resources in the coming months to guide practitioners on their AI journeys.

"The question has shifted from ‘if’ AI will impact the profession to ‘how firms will lead with it’,” said Pascal Finette, co-founder, radical. “Successful adoption depends on more than just tools—it requires a mindset shift, a willingness to experiment, and the clarity to move from pilots to practice."

To learn more or access AI-focused additional tools and resources, visit cpa.com/ai.

About CPA.com

CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus.

Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.

• New enhancements focus on usability, scalability and efficiency for engagements of varying complexity that speak to the needs of auditors
• New DAS State and Local Government audit module
• New content including Dealership, HUD, Insurance, Financial Institutions, Not-for-Profit and Real Estate

New York, NY (June 9, 2025) – The latest release of the Dynamic Audit Solution (DAS) delivers targeted enhancements to support auditors in executing high-quality, efficient engagements across a broad range of industries and complexity levels. With expanded content, AI-driven capabilities and optimized usability, DAS continues to evolve as the profession’s most comprehensive, cloud-based audit platform.

Purpose-built for the audit lifecycle

DAS is the anchor application of the OnPoint Suite, built on the Caseware Cloud platform. It is the only fully integrated, end-to-end audit solution that offers tailored industry content and advanced capabilities to meet the needs of today’s auditors. Powered by a transformative methodology developed by the American Institute of CPAs (AICPA) and in partnership with audit professionals from leading firms, DAS features guided workflows and real-time collaboration to support enhanced auditor and client experience through a risk-focused, data-driven approach. The platform is designed to scale with firm needs, from straightforward audits to complex, multi-entity engagements.

Key enhancements of the latest releases are significant and include:

• Expanded industry content: New modules support firms performing engagements across specialized industries, including Single Audit, State and Local Government, Dealerships, HUD, Insurance, Financial Institutions, Not-for-Profit and Real Estate, to provide auditors with tailored workflows, compliance checklists and industry-specific guidance aligned with current standards.
• AI-enabled risk assessment and automation: DAS now integrates tools such as AiDa, LeaseJava, Extractly.ai and Validis to streamline data ingestion, automate document analysis and enhance risk identification. These capabilities reduce manual effort and improve the precision of audit responses.
• Support for simple and complex engagements: DAS provides a scalable audit methodology designed to accommodate both straightforward and complex engagements. Enhancements to key forms and the introduction of new workflow options empower engagement teams to tailor their approach based on the specific needs of each client’s financial reporting environment. This flexibility enables greater efficiency in simpler audits while preserving the robust, risk-based analysis essential for more complex scenarios.

What firms are saying

“The capabilities offered through the Dynamic Audit Solution methodology are helping to make our auditors better auditors,” said Pat Walsh, Managing Partner and CEO of Withum, a Top 100 firm that leverages DAS within the OnPoint Suite to support the firm’s audit engagements.

Carla McCall, Managing Partner at AAFCPAs, added, “Adopting DAS marks a significant milestone in AAFCPAs’ journey of innovation and excellence in audit services. Its data ingestion and analysis capabilities help us better understand our clients’ financial information, and with this deeper understanding we can provide more informed advice and identify opportunities for improvement.”

Training and implementation support

DAS is the premier technology enabling audit practice transformation, with CPA.com providing comprehensive support for effective change management, implementation and training. CPA.com offers migration, implementation and training services through its Professional Services team, which can be customized to meet individual firm needs. To address the growing demand for DAS training, CPA.com has also partnered with 20-20 Services, a recognized leader in professional education services for accounting and advisory firms. 20-20 Services also provides ongoing A&A training that integrates DAS beyond initial implementation.

Looking ahead

As adoption accelerates, DAS continues to evolve in response to practitioner feedback and regulatory developments. The roadmap includes further enhancements to support audits of public companies under PCAOB standards, deeper AI integration, and expanded authoring capabilities to support firm-specific methodologies.

To learn more or schedule a demo, visit cpa.com/DAS.

Shape the future of auditing. Participate in the AICPA and CPA.com audit benchmark survey

CPA.com and the AICPA have launched the audit benchmark survey with the aim to establish an understanding of firms' awareness, adoption and strategies for audit transformation through new methodologies and technologies. If you’re interested in participating or receiving a copy of the report, visit cpa.com/audit-benchmark-survey.

About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. The company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.