Vertex and CPA.com Announce AI-Driven Expansion of Tax Compliance Services for Accounting Firms

Rhea-AI Summary

Vertex (NASDAQ:VERX) and CPA.com announced an expanded partnership, adding an AI-driven sales tax compliance solution built with Kintsugi to the CPA.com Firm Advisor Program, announced Dec. 5, 2025.

The application automates exposure assessment, registration, filing, reporting and real-time monitoring for CAS and SALT teams, and offers firms either a white-labelled platform or a referral hands-free automation option with dedicated support and integrations to ERP, billing, and e-commerce systems.

The companies highlighted faster setup, transparent workflows, integrated reporting, and potential new advisory revenue streams; the solution will be showcased at the Digital CPA Conference (Dec. 7–10, 2025) and in a webinar on Jan. 15, 2026 at 2:00 PM ET.

Market Reality Check

$19.68 Last Close

Volume Volume 1,395,648 versus 20-day average of 1,565,202 suggests typical pre-news activity. normal

Technical Shares at $19.46 are trading below the 200-day MA of $31.21, near the 52-week low of $18.54.

Peers on Argus

Peers show mixed moves: INTA -2.28%, NCNO -9.94%, SPSC -0.72%, while FRSH and KC are modestly positive, pointing to stock-specific rather than sector-driven dynamics for VERX.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Nov 18	Product integration	Positive	-1.2%	Launch of Vertex Configuration Agent for Microsoft Dynamics 365 marketplace.
Nov 03	Earnings & buyback	Positive	-9.7%	Q3 2025 results with growth and $150M repurchase authorization.
Oct 30	Leadership expansion	Positive	-2.8%	Appointment of new European SVP to drive innovation and compliance.
Oct 21	CEO succession	Positive	+1.1%	CEO retirement plan and preliminary Q3 revenue and EBITDA update.
Oct 14	Oracle integration	Positive	+1.3%	Oracle Validated Integration for Vertex Accelerator on Oracle ERP.

Pattern Detected

Operational and partnership news has often seen muted or negative next-day reactions despite generally positive fundamentals.

Recent Company History

Over the last few months, Vertex has reported steady growth with Q3 2025 revenue of $192.1M, launched integrations with Microsoft Dynamics 365 and Oracle ERP, and strengthened leadership in Europe. It also announced a CEO transition effective Nov 10, 2025. These developments support a strategy focused on global tax automation and AI-enabled offerings. Today’s AI-driven CPA.com expansion continues that roadmap, extending the Kintsugi partnership toward accounting firms and advisory practices.

Market Pulse Summary

This announcement expands Vertex’s AI-driven tax compliance capabilities by extending its Kintsugi collaboration through CPA.com to Client Advisory Services and State and Local Tax teams. It fits a broader strategy that has included prior AI launches and investments aimed at automating sales tax exposure analysis, registration, filing, and reporting. Investors may watch adoption among accounting firms, the effectiveness of new partnership models, and how these AI offerings complement Vertex’s existing ERP integrations.

Key Terms

ai technical

"include an AI-driven solution in collaboration with Kintsugi."

Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.

client advisory services financial

"enables Client Advisory Services (CAS) and State and Local Tax (SALT) teams to assess"

Client advisory services are professional offerings from financial firms that provide personalized guidance on investing, portfolio planning, risk management and financial goals. They matter to investors because they translate complex market information into a tailored action plan—like a trusted mechanic tuning a car—helping protect and grow assets, match investments to an individual's goals and risk comfort, and navigate tax or regulatory considerations.

erp technical

"integration with leading ERP, billing, and e-commerce platforms."

ERP, or Enterprise Resource Planning, is a comprehensive software system that helps organizations manage and integrate core business processes such as finance, supply chain, and human resources in one unified platform. For investors, ERP systems can indicate how efficiently a company operates; strong and well-integrated systems often suggest good management and potential for sustainable growth.

AI-generated analysis. Not financial advice.

KING OF PRUSSIA, Pa., Dec. 05, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, and CPA.com, the trusted partner in accounting and finance transformation, today announced an expansion of 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.

About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.

For more information, visit https://www.vertexinc.com or follow us on X and LinkedIn.

Copyright © 2025 Vertex, Inc. All rights reserved. The information contained herein is intended for information purposes only, may change at any time in the future, and is not legal or tax advice. Any product direction and potential roadmap information is not a guarantee, may not be incorporated into any contract, and is not a commitment to deliver any material, code, or functionality. This information should not be relied upon in making purchasing, legal, or tax decisions. The development, release, and timing of any features or functionality described for Vertex’s products remains at the sole discretion of Vertex, Inc. Any statements in this release that are not historical facts are forward-looking statements as defined in the U.S. Private Securities Litigation Reform Act of 1995. All forward-looking statements are subject to various risks and uncertainties described in Vertex’s filings with the US Securities and Exchange Commission (“SEC”) that could cause actual results to differ materially from expectations. Vertex cautions readers not to place undue reliance on these forward-looking statements which Vertex has no obligation to update and which speak only as of their dates.

About CPA.com
CPA.com is the trusted partner in accounting and finance transformation, enabling firms and finance teams to evolve and innovate across audit, tax and advisory services. It delivers leading-edge strategies, resources and technologies to help firms and finance teams of all sizes stay ahead of a rapidly changing marketplace, deliver more value to clients, and position for long-term success. CPA.com is an affiliate of the American Institute of CPAs (AICPA). For more information, visit www.cpa.com.

About Kintsugi
Kintsugi provides an AI-powered tax automation platform that transforms complex tax management into a streamlined, automated process. By leveraging artificial intelligence and seamless integrations, Kintsugi reduces preparation time by 75% and compliance costs by 50% for e-commerce and SaaS businesses. The company offers transparent pricing, exceptional customer service, and advanced capabilities for multi-state and international tax compliance. Learn more at www.trykintsugi.com.

Vertex Company Contact:
Rachel Litcofsky | Manager, Public Relations
mediainquiries@vertexinc.com

Investor Relations Contact:
Joe Crivelli | VP, Investor Relations
investors@vertexinc.com

CPA.com Contact:
Sonia Bauer | Director, Corporate Communications
sonia.bauer@hq.cpa.com

FAQ

What did Vertex (VERX) announce on Dec. 5, 2025 about AI and tax compliance?

Vertex announced an expanded partnership with CPA.com and Kintsugi to deliver an AI-driven sales tax compliance solution for accounting firms.

How can CPA firms use the new Vertex and CPA.com AI solution (VERX)?

Firms can white-label the platform to manage clients directly or refer clients for hands-free automation supported by Vertex and Kintsugi.

When and where will Vertex (VERX) showcase the enhanced AI tax application?

Vertex, CPA.com, and Kintsugi will showcase the application at the Digital CPA Conference, Dec. 7–10, 2025 in Washington, D.C., booth #47.

What features does the Vertex and CPA.com AI-driven solution provide for CAS and SALT teams?

The solution provides exposure analysis, automated registration and filing, real-time monitoring, integrated reporting, and dedicated support.

When is the webinar about Vertex and CPA.com’s new AI sales tax model and how can I attend?

The webinar "Automate, scale, advise: The new AI-powered sales tax compliance model for CAS and SALT practices" is scheduled for Jan. 15 at 2:00 PM ET; firms can register via the program information channels.