Resource Library

Discover resources designed to guide you through digital transformation and tax complexity. Access white papers, e-books, videos, and more.

Analyst Report

Gartner® Research: Predicts 2026 - Toward an AI-First Finance Function

New research from Gartner® explores why transaction integrity is essential for AI-first finance.

Read Time 2 Mins

A group of business professionals with laptops, leaning in to a table mid-conversation. The table is shot from a birds-eye view, with a plant blurred in the periphery of the bottom right corner of the image.

Research Report

2025 Mid-Year Sales Tax Rates and Rules Report

Explore key trends and insights in the 2025 Mid-Year Tax Rates and Rules Report.

Read Time 12 Mins

Blog Post

Taming tax complexity in the medical equipment, devices & supplies segment

Karen Schroeder highlights a new remedy for indirect tax complexity for sellers of medical equipment, devices & supplies.

Read Time 1 Min

Research Report

State of the market for enterprise cloud deployment

Vertex SAP deployment strategy for cloud and enterprise cloud deployment

Read Time 52 Mins

The Vertex Certified Implementer Program sets the standard for Vertex tax technology product knowledge and provides organizations with an effective way to develop and recognize Vertex implementation professionals.

Blog Post

Tax’s new technology investment priorities

Larry Mellon assesses tax leaders’ technology-spending plans in 2024.

Read Time 1 Min

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Customer Story

Nite Ize Scales Tax Processes in Oracle and Adobe with Vertex

Read how Vertex helped Nite Ize improve their tax processes.

Read Time 7 Mins

White Paper

Navigating Global e-Invoicing Requirements

Build an e-invoicing compliance strategy across 50+ countries with automation and cross-functional collaboration.

Data Sheet

Vertex Express Returns

Add auto-generated returns to your O Series Cloud calc engine for a seamless end-to-end sales tax solution.

Podcast

A Conversation on the Future State of Global e-Invoicing

The state of e-invoicing mandates and the leading e-invoicing compliance approaches supporting tax automation.

Blog Post

Unique Approaches to ERP (and Tax Engine) Cloud Migrations

Larry Mellon considers a ‘design to change’ approach to ERP transformation.

Blog Post

e-Invoicing Compliance Extends Well Beyond Tax

Chris Hall assesses the organizational impacts of new and emerging e-invoicing rules.

Blog Post

Be Prepared: States Confront New Revenue Challenges

George Salis assess the current “state” of fiscal health.

Video

Global VAT Reporting

Automate and simplify e-invoicing and periodic VAT reporting in a single solution with Vertex solutions.

Blog Post

25 for ’25: NRF’s Retail-Industry Trends Forecast

Pete Olanday assesses the tax compliance repercussions of NRF’s 2025 retail predictions.

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Blog Post

Big Retail Innovations, Major Tax Compliance Implications

Pete Olanday’s takeaways from NRF 2025.

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Blog Post

Vertex at Shoptalk Spring 2025: The Intersection of Retail and Technology

Pete Olanday discusses Vertex at ShopTalk Spring 2025.

Blog Post

Your 2025 Tax Technology Plan is Here

Michael Bernard highlights five ways to advance your tax automation plan.

How to Conduct a Reverse Sales Tax Audit

Blog Post

Sales Tax Audits Without the Angst

Larry Mellon identifies leading audit defense practices.

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