Refer a Client

Vertex Cloud’s sales and use tax automation solution empowers accounting professionals with the tools they need to solidify their position as a trusted advisor to their clients. Let Vertex Cloud help your clients calculate taxes, manage exemption certificates, generate signature-ready PDF returns, and remain up-to-date with changing tax laws and rate updates. Please complete the form below to tell us about your client.

Accounting Firm Name

Accounting Firm Contact Name

Accounting Firm Contact Email

Accounting Firm Contact Title (Optional)

Accounting Firm Contact Phone (Optional)

Client Contact First Name

Client Contact Last Name

Client Contact Company

Client Contact Email

Client Contact Title (Optional)

Client Contact Phone

State

Client Current ERP/Accounting System (Optional)

Client Secondary ERP/Accounting System (Optional)

Client Current Ecommerce Platform (Optional)

Additional Message (Optional)

Yes, I understand and accept the Terms and Conditions and Privacy Policy and consent to my information being used as above.