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.
Perform tax calculations and generate signature-ready PDF returns in one solution.
Calculate consumer use tax and file your consumer use tax returns.
Store, update, and maintain exemption certificates.
Download rate files by state or upload addresses for your specific business needs and access tax rate files.
Upload tax data files from any data source and generate signature-ready PDF returns. Access analytics to determine if your tax calculations are accurate.
Provides data analytics and quick navigation to commonly used functions.
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.
Enables the ability to view and analyze information via detailed reports.
Delivers configuration, calculation and returns in a single solution to fulfill your clients’ sales and use tax obligations.
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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
Enhanced on-boarding through a personal, dedicated implementation team, providing:
Central point of contact
90-day post-implementation review
Dedicated customer support email and phone.
Five FREE technical support calls per month (with the option for more calls at an additional fee).
Month-to-month agreement with no long-term contract