Exceed expectations in a complex sales and use tax environment.

CPA.com and Vertex

Firm Advisor Program


Featuring expert insights from Vertex, CPA.com and Wipfli, this whitepaper examines the latest in sales and use tax legislation and litigation that will impact how you and your clients do business in 2024.


Hear from Keela Ross, SALT Director at Wipfli, LLP on the biggest challenge in sales and use tax today.


Sales and use tax regulatory outlook and technology trends for 2024.

Accurate, end-to-end automated tax compliance services

Today's sales and use tax environment provides a valuable opportunity for accounting professionals. Expansion in the online economy and varying legislation from state to state is impacting many businesses throughout the country. As a result, businesses are looking to their trusted advisors for support in sales and use tax compliance, and firm leaders are increasingly evaluating this opportunity to offer, or expand their services to meet demand.

CPA.com and Vertex have partnered to help firms provide unprecedented value in this complex area through the use of end-to-end sales and use tax automation technology as part of the Firm Advisor Program.

By combining cutting-edge technology with a real-world understanding of corporate tax software and services, the Vertex solution supports clients’ needs and ensures compliance while providing firms industry-leading outsourced technology options. The complexity of keeping up with thousands of jurisdictions and rapidly changing sales tax rates is simplified — allowing you to expand your trusted advisor role — and keep your clients compliant to avoid audits and hefty penalties.

Support your clients' complex sales and use tax needs and create new opportunities for your firm with CPA.com and Vertex

CPA.com provides Education, Account Management, Experience, Firm Adoption, Guidance, Tools, Resources and Strategy.

Firm Advisor Program

As part of the Firm Advisor Program, your firm can refer your clients directly to Vertex for sales and use tax needs. The convenient options allow you to provide your clients:


  • An advanced automated compliance solution with accurate up to date tax rates, rules and returns
  • Preferred pricing that the client will only receive through the CPA.com and Vertex Firm Advisor Program


Empower your tax and accounting firm to navigate the complexities in indirect tax, assisting your clients with evolving tax determination, ensuring compliance. Unlock the potential of our advisory referral partnership, staying ahead of the game and providing your clients with in-depth guidance for strategic decision-making, solidifying your position as a trusted advisor.

A dedicated account representative will walk your client through a comprehensive evaluation of the solution including licensing options, pricing, and onboarding options.

Vertex provides everything you need for sales and use tax automation to ensure compliance.

Here is what it can do for you and your clients:


Robust tax content centralizes, automates, and improves tax accuracy across all your clients’ transaction billing systems.

Calculations and Returns in One Solution

Perform tax calculations and generate signature-ready PDF returns in one solution.

Consumer Use Tax

Calculate consumer use tax and file your consumer use tax returns.

Exemption Certificate Management

Store, update, and maintain exemption certificates.

Rate Files

Download rate files by state or upload addresses for your specific business needs and access tax rate files.

Returns Only Offering

Upload tax data files from any data source and generate signature-ready PDF returns. Access analytics to determine if your tax calculations are accurate.

Additionally, integration with mid-market ERPs and e-commerce platforms are available — providing enhanced capability for sales and use tax calculations specific to the native ERP, accounting system or ecommerce platform.


The Firm Advisor Program helps you provide higher value advisory services to your clients by extending your offerings into sales and use tax. The program is customizable to the needs of your firm, with the following benefits accessible to you as part of the Accountant Console:


Provides data analytics and quick navigation to commonly used functions.

User Access

Manage employee user access with defined roles.


Grants access to your client data and returns 24X7 through a cloud-based solution.


Enables the ability to view and analyze information via detailed reports.

End-to-end Solution

Delivers configuration, calculation and returns in a single solution to fulfill your clients' sales and use tax obligations.

CPA.com and Vertex

Firm Advisor Program

Program Resources:

High-quality, comprehensive technical training on the Firm Advisor Program.
ROI calculator, compliance pricing calculator as well as client and implementation checklists for developing or evolving your services.
Thought leadership around current legislation via timely white-papers, case studies and educational webinars.

See and hear how the Firm Advisor Program is making an impact in today's firms

Sales and Use Tax Automation Testimonial – Jeremy Migliara, CPA

Jeremy Migliara of Elliot Davis, LLC discuss the impact of technology on his sales and use tax services and how he selected and implemented the best solution for his firm and clients.

Vertex Cloud Testimonial – Craig Cookle, CPA – Sales and Use Tax: Opportunity

Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm. How can you help your clients?



As indirect tax requirements continue to evolve, accounting firms are finding new ways to help businesses overcome complexity, while expanding their trusted business advisor role. Hear from Mo Huda of Moss Adams, on the latest sales and use tax trends and how your firm can be future-ready.


The power of smart business

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. 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 industry.

To learn more about the Firm Advisor Program, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

Join the Vertex Firm Advisor Program

We'll get you up running in no time.