Vertex SMB Connectors
Vertex SMB works with the top mid-market ERP and ecommerce platform providers to create powerful connectors that integrate directly to their industry-leading software, including Magento, NetSuite, Sage 100, Sage 300 and QuickBooks. With these connectors, integration is simple, efficient, and powerful.
Calculations and Returns In One Solution
With Vertex SMB, there is no need to access separate applications for tax calculations and returns. Our innovative interface guides you through a configuration process that allows you to personalize the taxability to make it as simple or complex as you need. With calculations and returns in sync, signature-ready PDF returns are automatically generated for you for each relevant time period.
Consumer Use Tax
Consumer use tax can be complicated, with various scenarios triggering a requirement for the tax. Vertex SMB enables you to calculate and report your consumer use tax, including for accruals, asset and goods management, inventory removal, and purchase orders.
Exemption Certificate Management
Efficiently manage your exemption processes with Vertex SMB. You have the flexibility to bulk upload exemption certificates or upload them one at a time, set effective and expiration dates, store the certificates, and manage customer exceptions with our solution and within your ERP.
Download rate files by location or upload addresses for your specific business needs and access tax rate files. Jurisdiction tax amounts are continuously researched and updated, maintaining our tax content to keep you current.
Recent Vertex SMB Resources
Recorded Webinars & Demos
Watch this Vertex SMB webinar to discover why using a sales and use tax automation solution can save time, ensure compliance, and reduce the risk of audit.
Automating the Returns Process With thousands of sales tax jurisdictions, as well as tax rules and rates in the United States, preparing returns that are in compliance can be time-consuming and complicated. Why not automate the returns process and help…
The most trusted name in sales and use tax solutions now has an integrated solution with Sage 300 With Vertex SMB TaxCentral for Sage 300, your tax rates and rules are always up to date – and the tools you…
White Papers & Guides
Automation of tax processes is the most common means of staying compliant and avoiding audits Sales and use tax have taken on an unprecedented level of importance as well as corresponding scrutiny by governments and companies in the past four…
Upcoming CRM Events
AI Builder is a Microsoft Power Platform capability that provides AI models that are designed to optimize your business processes. AI Builder enables your business to use AI to automate processes and glean insights from your data in Power Apps and Power Automate.
Microsoft Power Virtual Agents lets you create powerful chatbots that can answer questions posed by your customers, other employees, or visitors to your website or service. These bots can be created easily without the need for data scientists or developers.
Get in Touch
Contact a Vertex SMB expert, get support, or request a demo below.