and Vertex SMB announced the launch of a new cloud-based program providing tools and training for CPAs to create or expand a sales and use tax compliance and advisory practice in their firms.

Announced at’s Digital CPA Conference Dec. 7-9, the program features a single accountant console for firms to monitor client sales and use tax compliance, from tax calculation to returns generation and form filing. Sales and use tax is an increasing business challenge for small and medium-sized businesses, especially as more businesses move online, so the program aims to give firms a more active role in the process. and Vertex SMB are partnering on training and educational resources, including webinars, video tutorials and a firm marketing toolkit focused on sales and use tax in their practices. Programs are packaged as a month-to-month subscription with no limit on number of staffers in a firm that can use the service.

“Sales and use tax compliance is a field that will continue to grow in importance for small and medium-sized businesses as regulations tighten and enforcement steps up,” stated Erik Asgeirsson, president and CEO of “CPAs have a key role to play as advisors in this area, and the dashboard and program resources we’ve developed can be a springboard for firm success.”

Resources also include a referral program allowing firm clients to get discounts and other benefits when their CPA refers them to Vertex SMB’s solution, which is based on corporate tax software used by larger enterprise firms. This fall, Vertex SMB joined’s Partner Solutions portfolio of tools and services for CPA firms to offer clients.

“The SMB program helps CPA firms that want to expand into a new and growing line of business,” stated David Henkin, vice president and general manager of Vertex SMB. “CPAs are a natural resource for small to medium-sized businesses working through compliance issues and, with the tools that we have developed with, they’ll be better equipped to serve as advisors.”  

More information on the program is available here.  

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access