Vertex Kintsugi FAQs

Vertex and Kintsugi have come together with CPA.com to present an enhanced offering within the CPA.com and Vertex Firm Advisor Program that enables accounting firms to deliver automated sales tax compliance across enterprise, mid-market, and SMB clients. It combines Vertex’s enterprise-grade tax content and compliance expertise with Kintsugi’s AI-driven automation and modern integrations.

Vertex and Kintsugi bring complementary strengths. Vertex provides decades of trusted enterprise tax expertise. Kintsugi delivers modern automation, AI, and direct integrations that simplify sales tax compliance for high-volume, multi-jurisdictional clients. Together, they support firms serving clients across legacy ERP systems and modern digital platforms.

This program is designed for CPA firms with CAS and SALT teams that serve clients with multi-state sales tax exposure, especially firms that want to offer sales tax services without building deep in-house tax specialization.

Firms can monetize sales tax services by managing registrations, filings, and remittances for clients or referring clients into a trusted joint solution. This enables advisory-based revenue without adding headcount or becoming sales tax experts.

By offering proactive sales tax assessment, exposure monitoring, and compliance support, firms remain the trusted advisor instead of losing clients to large compliance providers or direct-to-client platforms.

Sales tax complexity is increasing as clients expand digitally and across jurisdictions. At the same time, AI is commoditizing traditional compliance work. Firms that do not expand into advisory-led services risk losing relevance and revenue to more tech-enabled competitors.

Firms can choose between two paths:

• White-label the solution and manage client compliance directly
• Refer clients to the joint Vertex–Kintsugi solution with dedicated support

Both options allow firms to maintain client ownership while leveraging automation and expertise.

CPA firms can create an organization for each client within the Kintsugi platform, connect transaction, billing, and accounting data, and receive a sales tax exposure analysis within minutes. Firms only pay when they choose to register or file.

No. Vertex and Kintsugi handle the complexity—that’s why this is such a powerful, value-adding technology for firms to leverage. Firms gain visibility, automation, and trusted compliance support without needing deep sales tax specialization.

Kintsugi integrates directly with more than 40 platforms, including billing systems, ERPs, eCommerce platforms, and payment tools. This allows firms to support clients across both modern and legacy tech stacks.

Kintsugi uses AI to automate exposure analysis, monitor sales tax liability, and streamline compliance workflows. Vertex provides the authoritative tax content and compliance logic that ensures accuracy and trust.

Automation eliminates manual data gathering, jurisdiction tracking, and repetitive compliance tasks. Teams can focus on advisory conversations and higher-value client work instead of operational overhead.

The program supports enterprise, mid-market, and SMB clients, including those in SaaS, eCommerce, digital services, and multi-entity structures with multi-jurisdictional exposure.

Yes. Kintsugi handles SMB and mid-market clients efficiently, while complex and enterprise-level clients can be routed to Vertex through the joint support model.

Kintsugi routes complex or enterprise-level clients to Vertex, ensuring continuity of service and compliance accuracy while maintaining a consistent client experience.

There is no cost for implementation or real-time exposure monitoring. Firms only incur costs when they choose to register or file on behalf of a client.

Firms can pay Kintsugi for filings and registrations and upcharge clients, or Kintsugi can bill the end client directly. Firms choose the model that best fits their practice.

Both. Firms can submit referrals or white-label the solution and manage client compliance directly through a CPA-branded experience.

AI is commoditizing bookkeeping, tax prep, and compliance. This program helps firms stay relevant by expanding into advisory-led, relationship-driven services that AI alone cannot replace.

Firms risk losing clients to AI-enabled platforms or competitors that offer faster, more scalable compliance solutions. This program provides a path to remain sticky, differentiated, and growth-oriented.

It enables firms to scale advisory services, protect client relationships, and unlock new revenue without adding staff or operational complexity.

Getting started is seamless. Firms have two paths they can take:

• Sign up clients directly for Vertex powered by Kintsugi as a white-label service
• Submit a client referral through CPA.com

Firms and clients receive comprehensive support from Vertex and Kintsugi, plus consultative support from CPA.com, ensuring a white-glove onboarding and ongoing compliance experience.

Visit CPA.com/salestax or submit an inquiry here to explore how Vertex powered by Kintsugi fits into your CAS or SALT strategy.