Vertex, working with Kintsugi, is introducing the enhanced CPA.com Firm Advisor Program. It's built for State and Local Tax (SALT) and Client Advisory Services (CAS) teams that want to offer automated sales tax compliance to their clients.
The program brings automated sales tax directly to accounting firms, so they can serve existing clients better and grow their practices.
For SALT and CAS teams
The expanded CPA.com Firm Advisor Program puts AI-driven automation at the center and gives firms a choice in how they support clients. It also opens up advisory work.
Clients face real compliance challenges: changing regulations, multi-state nexus rules and global VAT/GST requirements, and the challenge grows with the business. The program gives specialists a way to guide clients through it, which can build the relationship and add recurring revenue for the firm.
Two ways to work with clients
Firms can manage client compliance themselves through a white-labeled platform, or refer clients for hands-off automation handled by Vertex and Kintsugi. Both options include dedicated support and integrations with major ERP, billing and ecommerce platforms.
The platform covers sales tax compliance end to end: exposure analysis, registration, filing and reporting, with real-time monitoring and accuracy controls. Firms can connect client data to find tax exposure, register in any state and in 60+ countries with one click, and use built-in tools for filing, remittance and reconciliation. It works for a firm with a few clients or one managing compliance at scale.
Sales tax as a managed service
Offering sales tax compliance as a managed service can strengthen client relationships and add recurring revenue. Because automation is built into the platform, monthly workflows get faster and more predictable as your client list grows.
"This launch marks an important next step in our journey to serve the accounting community," said Bradd Wildstein, Vice President of 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."
"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," said Michael Cerami, EVP, CPA.com.
Get started
We're glad to partner with CPA.com and Vertex to expand the compliance advisory options available to CPA firms. If your firm wants to add or grow its sales tax services, the program offers a practical way to do it, with expert support and flexible ways to work with clients.
Visit the CPA.com sales tax program page to explore the program and take advantage of introductory pricing. For how firms offer the program to clients, see our sales tax advisory page for CPA firms.
Join our upcoming webinar on Jan. 15 at 2pm ET, "Automate, scale, advise: The new AI-powered sales tax compliance model for CAS and SALT practices".
We're excited about what this partnership means for firms and their clients, and we look forward to helping you deliver sales tax compliance with confidence.
For more on sales tax automation, compliance guidance and regulatory updates, see Kintsugi's insights hub.
