Vertex SMB, a business division of Vertex Inc., helps automate sales and use tax compliance for small to medium-sized businesses. Vertex SMB enables calculations and returns in a single, cloud-based solution, offering flexible service levels and featuring attractive pay-as-you go pricing with no upfront fees. Vertex SMB is the preferred partner solution of CPA.com, an AICPA company.
Calculations and returns in one solution
Perform tax calculations and generate signature-ready PDF returns in one solution.
Consumer use tax
Calculate and report your consumer use tax.
Exemption certificate management
Store, update, and maintain your exemption certificates.
Download rate files by location or upload addresses for your specific business needed and access tax rate files.
Returns only offering
Upload tax data from any data source and generate signature-ready PDF returns. Access analytics to determine if your tax calculations are accurate.