Vertex Inc., a provider of indirect tax solutions, and CPA.com, have expanded their partnership to include an AI-driven solution in collaboration with Kintsugi. The application helps accounting firms of all sizes and tax expertise deliver automated, accurate, and scalable sales tax compliance for clients.
Building on years of trusted partnership, Vertex and CPA.com are bringing advanced artificial intelligence and automation to the forefront of sales tax compliance. This enhanced solution enables Client Advisory Services (CAS) and State and Local Tax (SALT) teams to assess exposure, automate registration and filing, and manage ongoing compliance with confidence and efficiency.
Through the expanded CPA.com Firm Advisor Program, firms can now either manage clients’ compliance directly through a white-labelled platform or refer clients for hands-free automation supported jointly by Vertex and Kintsugi. Both options include dedicated support and seamless integration with leading ERP, billing, and e-commerce platforms. Teams benefit from fast setup, transparent workflows, and integrated reporting, enabling CAS and SALT teams to extend services confidently and efficiently.
“This launch marks an important next step in our journey to serve the accounting community,” said Bradd Wildstein, Vice President, Partner Sales at Vertex. “Through our partnership with CPA.com and Kintsugi’s advanced AI capabilities, we’re helping CPA firms unlock new revenue streams and simplify return filing with innovative automation.”
The expanded application, underpinned by Vertex and Kintsugi technology, delivers end-to-end sales tax compliance from exposure analysis and registration to filing and reporting, supported by real-time monitoring and proactive accuracy controls. CPA.com adds value through its Firm Advisor Program, offering flexible partnership models and expert guidance that help firms scale, serve multi-jurisdictional clients, and unlock new advisory revenue opportunities.
“We are building on our long-standing relationship with Vertex and adding new AI-powered capabilities,” said Michael Cerami, EVP, CPA.com. “By making sales tax compliance easier, more accurate and scalable, we can help practitioners focus on what matters most: building trusted relationships and delivering real value, while making it easier for mid-market and SMB firms to access enterprise-level compliance that is right-sized for their business.”
Vertex, CPA.com, and Kintsugi will showcase the enhanced application and share insights on the future of AI in tax advisory services at the upcoming Digital CPA Conference, December 7-10 in Washington, D.C. As a proud sponsor for the past decade, Vertex continues its long-standing commitment to this premier event. To learn more, visit booth #47. Firms can also learn more about this program by attending the upcoming webinar, “Automate, scale, advise: The new AI-powered sales tax compliance model for CAS and SALT practices,” Jan. 15 at 2pm ET.
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