Sales & use tax advisory for every accounting firm
Give clients accurate, automated sales tax compliance. Manage compliance directly for clients through a white-labeled platform, or refer them for a hands-free experience — all backed by enterprise-grade tax technology and AI-powered automation from CPA.com's partnership with Vertex and Kintsugi.
Automate, scale, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com, Vertex, and Kintsugi as…
Why Vertex
Key benefits of the Vertex Sales & Use Tax Advisory Program - powered by Kintsugi
See where clients actually owe sales tax before you ever have to ask, starting with a free nexus study.
See exposure before the sales conversation
Connect client data to the Nexus Monitor and see nexus exposure across states — free, before any paid commitment.
AI-driven nexus alerts
Get notified automatically the moment a client crosses a filing threshold in a new state.
Zero-lift registration and filing
Once exposure is identified, registration and filing happen automatically — no SALT expertise required from your team.
One portal, every client
Monitor nexus status, alerts, and filing activity for every client from a single, co-branded partner portal.
Scales to the complexity you need
Use Kintsugi for a simplified, AI-driven experience, or connect to a full Vertex O Series instance when clients need enterprise-grade complexity. The filing experience stays the same either way
New revenue, without new headcount
Turn nexus insights into advisory services — remediation, voluntary disclosure, proactive planning — without hiring specialized SALT staff.
How it works
From client data to filed sales tax returns
Start the process with insight, not a pitch.
1. Connect client data
Link a client's data to the Nexus Monitor to begin identifying exposure across states — free of charge.
2. Get alerted automatically
AI-driven monitoring flags the moment a client crosses a filing threshold in a new state.
3. File automatically, no heavy lifting
Registration and filing happen automatically on the client's behalf — no specialized SALT knowledge needed.
4. Turn insight into advisory
Use what you've learned to offer nexus remediation, voluntary disclosure, and proactive compliance planning.
More ways to learn
Real research and firsthand guidance on automating sales tax compliance
Discover how leading firms are leveraging AI technology and insights to transform their practice and deliver more value.
Automate, scale, advise: The new AI-powered sales tax compliance platform for CAS and SALT practices
Expanding into sales and use tax advisory doesn’t have to overextend your team or require deep tax specialization. Join CPA.com, Vertex, and Kintsugi as…
Support your clients’ complex sales and use tax needs and create new opportunities for your firm with CPA.com and Vertex
Discover why CPA.com collaborated with Vertex to develop the Firm Advisor Program. The program helps you simplify tax complexity by adding a tax calculation…
FAQ
Frequently
Asked Questions
Answers to the most-asked questions about the Vertex Firm Advisor Program.
Nexus Monitor is a free tool that shows where your clients have sales tax filing obligations across states, based on their actual transaction data — before you commit to any paid service.
No. Registration and filing are automated once exposure is identified — your team doesn’t need deep SALT specialization to deliver the service.
Firms use nexus insights to offer additional advisory services — like nexus remediation, voluntary disclosure agreements, and proactive compliance planning — creating new revenue streams beyond compliance work alone.
You choose. Kintsugi can run the entire process on your firm’s behalf, or work directly with your client, depending on what fits your practice.
Yes. All communications, the partner portal, and client-facing materials appear under the Vertex Firm Advisor Program’s co-branded identity.
Preparation, compilation and review (PCR) services.Every client’s nexus status, alerts, and filing activity, all from a single dashboard.
Ready to see where your clients owe sales tax?
Connect client data to the Nexus Monitor — free — and see exposure before you commit to anything