Vertex Features

Tracks and applies sales tax rates and rules

Tracks and applies VAT (value added tax) rates and rules

Tracks and applies GST (goods and services tax) rates and rules

Tracks and applies tax exemptions for the appropriate products, transactions, or accounts

Adjusts sales tax prices for certain products, customers, or occasions where necessary

Applies the appropriate local and federal rules and rates

Integrates with ERP, accounting, or other transaction software

Automates and manages returns and remittance for different jurisdictions

Sends notifications for important tax filing dates

Helps simplify duties and cross-border tariffs, such as estimating import taxes

Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.

Recommends strategies to lower taxes such as tax credits or charitable contributions

Determines exemptions for sales tax or revenue tax for industries such as nonprofit

Determines tax credits and carryforward from prior years to lower the amount of tax owed

Estimates how much tax will be owed at the local, state, or federal level

Calculates tax related data, such as income, COGS, depreciation, and other operating costs

Provides the latest rules and tax rate information for different federal, state, county, and city entities

Generate one-off reports that meet information requirements

Information, data and reports that are being tracked over time

Integrates with other systems, such as accounting, ERP, CRM, and ecommerce platforms

Syncs with company accounts to automatically import transaction data

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Securely stores data to prevent data loss or breaches

Application programming interface that allows for integration with other systems/databases

Accept and process credit card transactions

Define levels of authorization for access to specific files or systems

Create, manage, and track policies and procedures within an organization

Manage and handle various international currencies

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage, and track all electronic documents in a centralized location

Identify and track situations that legally reduce financial liability

Verifies and confirms the accuracy of an address

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Intended to be used by online stores

Private online space that lets businesses securely share documents and provide information access to clients

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Receive data and information in real time

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

A record of all activities within the system, including user access, changes made, etc.

Track movement of transactions across accounts

Electronically collect payments for goods or services

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Streamlining repetitive tasks and activities through automated and predefined workflows

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Use AI to generate content in the form of text, images, videos, etc.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, design and manage workflows for repetitive tasks

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

A record of all activities within the system, including user access, changes made, etc.

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Manage contact details and communication with clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Transmit documents to regulatory authorities over the web

Financial planning for tax purposes

Software specialized for corporate use

Creation and customization of dashboards

Allows users to manage data from a number of sources

Track and manage adherence to policies for any service, product, process, or supplier

Import and export data to and from software applications

Calculation of consumption tax imposed on the sale of goods/services

Private online space that lets businesses securely share documents and provide information access to clients

Specify or track the date/time a project, task, etc., is due for completion

Pre-designed layouts that can be customized to match preferences and requirements

Track the status over time for a request, process, asset, or transaction

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Record customer information, purchase history, and other notes

Software specialized for non-profit organizations

Manage and store data in a database

Store, manage, and track all electronic documents in a centralized location

Reminders sent via email

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Graphical representation of data

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Declaration of income made to tax authorities

Timed notification for any upcoming task, deadline, appointment, or activity

Track and document all activities across devices, networks, and other systems

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Compare and match accounting/financial records with corresponding bank statements

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Manage and handle various international currencies

Creation, processing, verification, and execution of invoices till the payment is made

Goods and services tax

Determining value of properties/purchases to calculate tax

Manage the process of evaluating documents or requests submitted for approval

Electronically collect payments for goods or services

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Add customized logos and colors to align with company branding

Calculation of consumption tax imposed on properties

Alter the layout and content of reports

Log and record hours worked and costs spent to assist in billing and invoicing

Receive data and information in real time

Upload, track, and submit receipts in a central database

Store and organize documents in a centralized system