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Vertex, Inc.
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About Vertex, Inc.

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 helps companies manage increasing complex issues around tax compliance. It 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 Motor, Bristol-Myers Squibb, Mercedes Benz USA, Merck, Pepsi, Starbucks, and Verizon.

Operations

Vertex sells software, available in cloud and on-premise versions, for sales and use tax, value-added tax, compliance, exemption certificate management, tax data management and provision.

The company's products can be integrated with enterprise management offerings from companies such as SAP, Oracle, Magento, Microsoft, and Coupa. Vertex offers services for integration, planning, and training. Vertex also works with accounting and consulting firms such as KPMG, Accenture, Paychex, Yetter, Bruno Solutions, and Estuate.

Geographic Reach

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

Sales and Marketing

Vertex serves customers in a broad range of industries. Clients include Procter & Gamble, Gordon Flesch Company, and Toyota Financial Services.

Strategy

Vertex forms partnerships and alliances with other companies in the tax consulting and service market to extend its reach. In 2018 Vertex joined with accounting, law, tax, and technology firms, and higher education institutions to start the Accounting Blockchain Coalition. The group's purpose is to educate businesses and organizations about distributed ledger technology, including blockchain. Other members include BDO, BPM, ConsenSys, Crowe Horwath, Michigan State University Eli Broad College of Business, Microsoft, and RSM.

Company Background

Vertex was founded in 1978 by Ray and Antoinette Westphal. Members of the Westphal family are members of the company's board of directors.

Vertex, Inc.

2301 RENAISSANCE BLVD
King of Prussia, PA 19406-2772
Phone: 1 (610) 640-4200

Stats

Employer Type: Privately Owned
President and CEO: David DeStefano
VP Corporate Technology and CIO: Chris Kohl
Chairman: Jeffrey R. Westphal
Employees (This Location): 676
Employees (All Locations): 838

Major Office Locations

King of Prussia, PA

Other Locations

Sarasota, FL
Naperville, IL