Vertex SMB

CPA.com and Vertex SMB: Providing accurate, end-to-end automated tax compliance services for firms and their clients.

Today’s competitive landscape requires accounting professionals to be innovative. While maintaining a focus on technology to support on-demand client services, successful firm leaders are consistently evaluating services to expand their advisor role and provide unprecedented value. Providing a sales and use tax offering is one way firms can do this, and differentiate their services within a highly competitive profession.

CPA.com and Vertex SMB have partnered to bring firms a best of breed end-to-end sales and use tax solution by combining cutting-edge technology with a real-world understanding of corporate tax software and services.

Vertex SMB, designed specifically for the small to medium sized business, delivers the same leading sales and use tax automation solution used by thousands of the largest enterprise firms, including more than half of the Fortune 500. Powered by advanced cloud technology, the Vertex SMB solution provides sales and use tax automation across the board to support clients and ensure compliance. 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 off the radar, avoiding audits and hefty penalties.

 

 
VERTEX SMB

CONTACT US

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Download Our Infographic:
SALES AND USE TAX IN 2016Learn More

CPA.COM OFFERS YOUR FIRM:

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

 

 

 

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

 

HERE IS WHAT IT CAN DO FOR YOU
AND YOUR CLIENTS:

 
 

 

 

 

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 build and develop your sales and use tax practice so you can provide higher value advisory services to your clients. As part of the Accountant Console, you will enjoy the following benefits:

ACCOUNTANT CONSOLE

 
 

 

 

DASHBOARD
Provides data analytics and quick navigation to commonly used functions.

USER ACCESS
Presents the ability to create, view, and manage firm user access with defined roles.

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

REPORTING
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.

 
 

 

 

Click on a thumbnail to display above.

Dashboard Screenshot
Clients Screenshot
Settings Screenshot
Users Screenshot
 

 

PROGRAM RESOURCES

Online training, including video tutorials.

Marketing toolkit, including sample client letters and
banner ads for your website.

Thought leadership around current legislation via timely white-papers,
case studies and educational webinars.

 

 

Explore our video tutorials:

 

Returns Only Filing

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to file and remit payment on your behalf. Grow your line of business with a proven solution.

Exemption Certificate Management

Managing and storing tax exemption certificates is important for compliance purposes. Make sure your business is audit ready. Rely on Vertex SMB, the preferred partner solution of CPA.com.

 

 

 

See and hear how Vertex SMB is making an impact in today's firms

 

Vertex SMB Testimonial - Joni Johnson-Powe, J.D. CPA
 

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC explains how the Vertex SMB/CPA.com partnership provides opportunity for CPA firms with the Sales Tax Automation Program.

Vertex SMB 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?

 

 

 

 

 
 

 

We are committed to helping you continue to expand your trusted advisor role and support clients in the area of sales and use tax compliance. Firm Referral Program membership is free with no obligation. Refer your clients via the program and be assured that they are in the hands of an expert. Accounting firms who join will pass along major benefits to their clients, including:

 
 

 

 

DISCOUNTED PRICING
Discounted pricing for clients of enrolled accounting firms, including complimentary services for the first three (3) months

No monthly fees

No return fees

No invoice transaction fees

ON-BOARD
Enhanced on-boarding through a personal, dedicated implementation team, providing:

Central point of contact

90-day post-implementation review

DEDICATED SUPPORT
Dedicated customer support email and phone.

Five FREE technical support calls per month (with the option for more calls at an additional fee).

NO CONTRACT
Month-to-month agreement with no long-term contract

 
 

 

 

 

CPA.com Offers Your Firm Support and Strategy

 
 

 

 

CPA.com

IMPLEMENTATION
SIMPLIFIED

 

We’ll get you up running in no time.

CONTACT US

Educate firms on how adding sales and use tax services can transform their practice

Dedicated account management from experienced CPA.com representatives

Expert guidance and tools to help you grow your practice

 

 

 

Experience in working with thousands of firms that have adopted cloud technology

Provide resources to help firms build out their practice

Connect firms to the resources they need to be successful

 

 

 

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 Vertex SMB, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.