Vertex didn't write the urtext of the tax code, but it does help companies process their taxes. The company provides tax software that more than 10,000 businesses use to process income, sales, consumer use, value-added, communications, and payroll taxes in the US and internationally. Vertex also publishes tax manuals and directories, and it offers tax consulting and training. The company serves clients in a range of industries; customers have included big names such as American Honda MotorBristol-Myers Squibb, Mercedes Benz USA, Merck, Pepsi, Starbucks, and Verizon Wireless.


Vertex sells tax software, available in on-premise and on-demand versions, in three categories: enterprise, income tax, and indirect tax. The enterprise segment is an all-in-one software package for managing all kinds of taxes for a company. From the income tax category, Vertex sells a variety of software to track and management the different elements involved  in complying with income tax regulations. And the company's indirect tax category has software for different types of taxes from sale and consumer use tax to tax issues for specific sectors such as retail and hospitality. Vertex also offers managed services, consulting and support services, and training.

Geographic Reach

The company's headquarters are in Berwyn, Pennsylvania. Vertex has offices in London; São Paulo, Brazil; Dallas, Fort Collins, Naperville, Phoenix, Sarasota, suburban Philadelphia, and Washington, DC.

Sales and Marketing

The company serves customers in a broad range of industries. Clients include Procter & Gamble, Gordon Flesch Company, and Toyota Financial Services. It maintains sales and service partnerships with leading software companies, including SAP and Oracle, and such accounting firms as PricewaterhouseCoopers and KPMG.


Vertex forms partnerships and alliances with other companies in the tax consulting and service market to extend its reach. In 2014, it teamed up with several firms to include Vertex's tax software for small and medium-sized business in their services offered to customers. Partners include Cargas Systems, Net@Work, and McGladrey LLP.

Company Background

Vertex was founded in 1978 by Ray and Antoinette Westphal, the parents of company president and CEO Jeff Westphal.

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1041 Old Cassatt Rd
Berwyn, PA 19312-1192
Phone: 1 (610) 640-4200
Fax: 1 (610) 640-1207


  • Employer Type: Private
  • President and CEO: Jeffrey R. Westphal
  • VP and CTO: John Viglione
  • President and CEO: Jeffrey R. Westphal

Major Office Locations

  • Berwyn, PA

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