Skip to main content

Accounting

Vertex Now Offers Salesforce Integrations

Tax technology solutions provider Vertex, Inc., has launched new integrations for Salesforce including Salesforce CRM, Commerce Cloud, CPQ and Billing.

vertexlogonotagline_small_color_cmyk_00gkyogztxzyu_cuf

Tax technology solutions provider Vertex, Inc., has launched new integrations for Salesforce including Salesforce CRM, Commerce Cloud, CPQ and Billing.

By integrating Vertex solutions with Salesforce, businesses have a unified, accurate and automated sales and use tax calculation experience complete through the compliance process of producing, filing and remitting returns and payment, which is now available in the cloud or on-premise. And with Vertex’s Address Cleansing Service now integrated with Salesforce, Vertex is able to ensure every transaction is assigned to the proper jurisdiction – a critical element as tax rules become increasingly complicated.

“As available data about customer preferences makes it possible to create personalized experiences, Salesforce is helping businesses better engage clients and ultimately improve the bottom line,” said Paul Beirnes, managing director of partner development at Vertex. “Integrated with Vertex indirect tax solutions, both B2C and B2B organizations can count on reliable sales and use tax calculation and returns, regardless of jurisdiction, allowing them to focus on the reasons they’re using Salesforce to begin with – improving customer relationships and driving business success.”

Vertex provides up-to-date rates, rules, and product taxability for sales and use tax, reducing the risk of incorrect calculation, increasing audit defense, enabling returns and remittance, and freeing up internal resources for high value projects. The solutions are available in on-premise or in the cloud. To learn more about Vertex, visit: www.vertexinc.com. For more information on the Vertex for Salesforce integrations, visit www.vertexsmb.com/connectors.