Vertex Inc. and CPA.com have strengthened their long-term partnership. They introduced an AI-driven sales tax compliance solution with Kintsugi. This solution helps accounting firms automate and scale tax services accurately and efficiently. It brings advanced AI and automation to Client Advisory Services (CAS) and State and Local Tax (SALT) teams. They can assess tax exposure, automate registrations and filings, and manage ongoing compliance through clear, streamlined workflows. Through CPA.com’s expanded Firm Advisor Program, firms can either manage compliance directly using a white-labelled platform or refer clients for fully automated, jointly supported services from Vertex and Kintsugi.
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Both models offer seamless integrations with major ERP, billing, and e-commerce systems, reducing onboarding time and simplifying multi-jurisdictional compliance. “This launch marks an important next step in our journey to serve the accounting community,” said Bradd Wildstein, Vice President, Partner Sales at Vertex, highlighting the revenue opportunities unlocked through automation. Michael Cerami, EVP at CPA.com, added, “We are building on our long-standing relationship with Vertex and adding new AI-powered capabilities,” emphasizing the solution’s potential to make compliance easier, more accurate, and scalable for mid-market and SMB firms.

