Exceed expectations in a complex sales and use tax environment.
CPA.com and Vertex
Firm Advisor Program
Whitepaper
Explore the transformative impact of women in the tax profession, highlighting their growing leadership, and influence in corporate tax and policymaking.
Blog
How the right tools can make an impact on SALT advisory
Webinar
Stay ahead of 2025's state and local tax changes—register now to learn about new regulations, litigation impacts, and cutting-edge tax technologies transforming compliance and advisory.
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:
CENTRALIZE TAX DETERMINATION
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:
Dashboard
Provides data analytics and quick navigation to commonly used functions.
User Access
Manage employee 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.
CPA.com and Vertex
Firm Advisor Program
Program Resources:
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?
SALES AND USE TAX TRENDS & TESTIMONIAL– MO HUDA, MOSS ADAMS
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.
Hear from Keela Ross, SALT Director at Wipfli, LLP on the biggest challenge in sales and use tax today.
In the dynamic realm of sales and use tax, staying ahead of the curve is the ultimate challenge. With tax laws in flux, keeping pace requires more than just expertise—it demands agility. When it comes to navigating these changes, Keela Ross, SALT Director at Wipfli LLP, emphasizes preparation is key. Watch as she shares her biggest challenges, advice for peers and utilizing the power of partnerships.
Additional CPA.com resources to keep you more informed:
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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.