CPA.com and Vertex
Firm Advisor Program
Navigating a Changing Sales & Use Tax Environment
Identify Sales and Use Tax Opportunities During Tax Season
Sales & Use Tax: The Opportunity Craig Cookle, CPA, Partner, Wipfli LLP
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 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.
Powered by advanced cloud technology, the Vertex 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.
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.
CPA.com and Vertex
Firm Advisor Program
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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.
The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex Cloud to file and remit payment on your behalf. Grow your line of business with a proven solution.
Managing and storing tax exemption certificates is important for compliance purposes. Make sure your business is audit ready. Rely on Vertex, the preferred partner solution of CPA.com.
Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC explains how the Vertex/CPA.com partnership provides opportunity for CPA firms with the Sales Tax Automation Program.
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?
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 consultative advice to help firms build out their strategy
Connect firms to the resources they need to be successful
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.