Exceed expectations in a complex sales and use tax environment.

CPA.com and Vertex

Firm Advisor Program

New Blog

Sales and Use Tax enforcement: What your clients need to know


Meeting Sales and Use Tax Demand with a Referral Strategy


How firms are driving a sales and use tax strategy that maximizes client value and minimizes firm burden

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.

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

Program Service Options

As part of the Firm Advisor Program, firms have the option to provide sales and use tax outsource services or refer clients to Vertex. Read below to learn more about each option:



For firms that are providing sales and use tax compliance services, your firm will gain benefits such as:

  • Automation, to save time and resources, while ensuring accuracy
  • Visibility to review clients’ sales & use tax returns before submitting to the jurisdictions
  • Accessibility to enhance advisory services by assisting clients with the mapping of products and services within the solution, ensuring accuracy in calculation


If your firm does not want to provide outsourced sales and use tax services, you can refer your clients directly to Vertex Cloud. Take advantage of this convenient option and you can be assured you are providing your clients:

  • An advanced automated cloud solution with accurate up to date tax rates, rules and returns
  • Preferred pricing that the client will only receive through the CPA firm referral option
  • A dedicated account representative that 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:

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 Vertex Cloud.
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 Vertex Cloud 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?


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 Cloud, 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.