Industry Leader in Tax Technology

Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services for companies of all sizes, from small and medium-sized businesses to global multinationals.

About Vertex SMB

Preferred Partner Solution of 

Vertex SMB is a preferred partner solution of, an AICPA company.

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Watch Vertex SMB Come to the Rescue!

Vertex SMB Dashboard

The Industry's Only Solution with Calculations & Returns in One

Perform tax calculations and returns in one cohesive, integrated solution.

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Signature-Ready PDF Returns

With Vertex SMB, signature-ready PDF returns are generated for you to file - or have Vertex SMB file and remit payment on your behalf.

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Vertex SMB Configure Products

Comprehensive and Most Current Tax Research

Take advantage of tax data and research from the tax technology leader - Vertex Inc.

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Seamless Product Integration

Vertex SMB integrates directly with your mid-market ERP or ecommerce platform.

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Why Now?

  • Changes to Legislation

    Legislation is being proposed and considered that will change tax laws across the country - and online.

  • Complex Tax Rate Changes

    Sales tax rates by jurisdiction are changing constantly, and continue to grow in complexity.

  • States Searching for Revenue

    States are constantly looking for new ways to bring in revenue - and audit protection and compliance are more important than ever.

  • Limited Sales Tax Expertise

    Most SMBs have limited tax expertise in-house. Compliance is key to avoid expensive audits and penalties.

Learn more about the Vertex SMB sales and use tax solution.