Sales tax compliance for every accounting firm
Deliver accurate, automated, and scalable sales tax compliance with a modern solution brought to you by CPA.com and Vertex in collaboration with Kintsugi.
CPA.com and Vertex
Firm Advisor Program
The CPA.com and Vertex partnership has helped firms deliver automated sales and use tax compliance for years. Now, the Firm Advisor Program gives practitioners stronger tools, clearer workflows, and expanded service options made possible by trusted AI.
Firms can manage sales tax compliance directly through a white labelled platform or refer clients for a hands-free compliance experience supported by Vertex and Kintsugi. Both paths offer dedicated support, seamless integrations, and fast, reliable setup.
Introducing new AI powered capabilities with Kintsugi
This enhanced solution expands the Firm Advisor Program with AI driven compliance support for client advisory services (CAS) and state and local tax (SALT) teams and for firms that are looking to expand capabilities. The technology delivers exposure analysis, registration, filing, monitoring, and reporting through one end-to-end platform built for mid-market and SMB clients. Firms get transparent workflows, automated accuracy controls, and the ability to scale confidently. This expanded collaboration is purpose built for CAS and SALT practices who are:
- Growing service lines in sales tax or expanding outsourced finance functions
- Managing a growing client base across multiple states
- Seeking automation to reduce manual effort and free staff for advisory work
- Looking to offer right-sized compliance solutions to mid-market and SMB clients
Let us get in touch
Automated real-time nexus studies
Simplified sales tax, VAT and GST across all clients
Registration, filing and remitting automatically
Better tech for your firm, more benefits for your clients.
Joining together complementary strengths of Vertex’s enterprise tax credibility and Kintsugi’s best-in-class AI and automation.
Vertex has decades of enterprise tax credibility and deep domain trust with accounting firms. Kintsugi brings modern automation, AI, and product-led growth that makes sales tax compliance faster, more intuitive, and scalable for high-volume, multi-jurisdictional clients.
End-to-end coverage
Together, the partnership covers both the legacy and the modern tech stack, supporting firms with clients across ERP, eCommerce, billing, and payment systems.
Simplified experience for accounting firms, no matter your practice expertise.
Join the Vertex Firm Advisor Program and start referring clients to a trusted joint solution that helps assess exposure, automate registration and filing, and manage ongoing compliance without adding headcount. Put your firm in front by white-labelling the solution to manage your clients’ compliance directly.
Resources to learn more and take the next step
Building a future ready firm
The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.
To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.