Vertex and CPA.com Announce Partnership Expansion with Kintsugi

Vertex in collaboration with Kintsugi is introducing the enhanced CPA.com Firm Advisor Program supporting State and Local Tax (SALT) and Client Advisory Services (CAS) teams’ delivery of automated sales tax compliance for their clients.

Together, we’re bringing modern, automated sales tax solutions directly to firms, helping them grow while better serving their clients.

A Unique Tool for SALT and CAS Teams

The expanded Firm Advisor Program puts AI-driven automation front and center, giving firms flexible options to support clients while opening doors to valuable advisory opportunities.

Between changing regulations, multi-state nexus rules, and global VAT/GST requirements, businesses face real compliance challenges, especially as they grow. This partnership empowers specialists to guide clients through this complex landscape, becoming trusted partners and generating new revenue streams for their firms.

A Seamlessly Integrated Experience

Firms can manage customer compliance directly through a white-labeled platform, or refer them for hands-free automation handled by Vertex and Kintsugi. Both options include dedicated support and seamless integrations with major ERP, billing, and e-commerce platforms, making setup quick and ongoing workflows transparent.

The platform handles sales tax compliance end-to-end: exposure analysis, registration, filing, and reporting, all with real-time monitoring and accuracy controls. Firms can connect client data to identify tax exposure, register in any state and 60+ countries with one click, and use built-in tools to streamline filing, remittance, and reconciliation. Whether your firm is supporting a few clients or managing compliance at scale, you'll have everything you need.

Powering Growth with AI-Driven Tax Compliance Tools

Offering sales tax compliance as a managed service can help companies grow through strengthened client relationships and increased recurring revenue. And because automation is native to the platform, monthly workflows become faster and more predictable, letting you scale as your clients grow.

"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 proud to partner with CPA.com and Vertex to expand the compliance advisory solutions for all CPA firms. If your firm is ready to add or expand sales tax services, this program offers a practical, scalable path forward, backed by reliable technology, expert support, and flexible engagement options.

Want to learn more?

• Visit the CPA.com sales tax program page to explore the program and take advantage of introductory pricing.
• 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.