Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax: Importance of Proactive Conversations with Clients

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.

Vertex 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?

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?

Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax: Current Regulatory Issues

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.

CPA.com and Vertex Sales Tax Automation Program

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Unassigned Data Report

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you aren’t currently registered. This helps clients to determine where they are doing business and have... Read more

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you aren’t currently registered. This helps clients to determine where they are doing business and have nexus. Maximize compliance with minimal risk. Watch the video tutorial.

Returns Only Filing

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to file and remit payment on your behalf.... Read more

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to file and remit payment on your behalf. Grow your line of business with a proven and reliable solution. Watch the video tutorial.

Product Taxability Compliance

Product taxability ensures that the appropriate tax is collected every time based on the products being sold in every single jurisdiction. Collect and file sales and use taxes based on the most... Read more

Product taxability ensures that the appropriate tax is collected every time based on the products being sold in every single jurisdiction. Collect and file sales and use taxes based on the most accurate and up-to-date product taxability rates and rules. Watch the video tutorial.

Exemption Certificate Management

Managing and storing tax exemption certificates is important for compliance purposes. Make sure your business is audit ready. Rely on Vertex SMB, the preferred partner solution of CPA.com. Watch the... Read more

Managing and storing tax exemption certificates is important for compliance purposes. Make sure your business is audit ready. Rely on Vertex SMB, the preferred partner solution of CPA.com. Watch the video tutorial.

Vertex Testimonial - Joni Johnson-Powe, J.D. CPA

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC discusses moving your firm to the forefront of where technology and tax are headed.

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC discusses moving your firm to the forefront of where technology and tax are headed.

Vertex Testimonial - Joni Johnson-Powe, J.D. CPA

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC explains how the Vertex SMB/CPA.com partnership provides opportunity for CPA firms with the Sales Tax Automation Program.

Joni Johnson-Powe, J.D., CPA, CEO/Principal at Taxnologi Solutions, LLC explains how the Vertex SMB/CPA.com partnership provides opportunity for CPA firms with the Sales Tax Automation Program.