Tax technology provider Vertex recently released new innovations, honored partners and fostered big ideas in the world of tax technology at its annual Vertex Exchange conference in New Orleans, Louisiana. Bringing together a record number of attendees—industry leaders, tax professionals, and technology innovators focused on the future of tax compliance while exploring the latest intelligent solutions to overcome the challenges of today’s evolving business obligations.

Vertex continues to enhance its offerings with advanced AI capabilities to meet the complex demands of modern business. Notably, Vertex unveiled its generative AI-powered Copilot, a next-gen capability on the cloud platform to streamline access to insights and elevate the efficiency of the tax process. Vertex Copilot provides continuous access to comprehensive product knowledge and support, featuring an interface designed to optimize workflows by delivering real-time guidance for processes tailored to individual requirements. Adding Copilot to the Vertex global platform for end-to-end indirect tax, with its underpinning of seamless data transparency and control, will provide customers with unparalleled capabilities as their businesses grow and continue to modernize their infrastructures.

“Vertex Exchange is more than an event; it’s a crucial platform for nurturing connections that drive success in the evolving tax landscape,” said Vertex CEO David DeStefano. “Our collaboration with customers and partners enables us to address tax compliance and reporting challenges while exploring innovative technologies. Together, we are transforming how tax functions deliver value, ensuring our solutions meet the real-world demands our customers face.”