List of Vertex Tax Customers
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Since 2010, our global team of researchers has been studying Vertex Tax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vertex Tax for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vertex Tax for Tax Management include: Microsoft, a United States based Professional Services organisation with 228000 employees and revenues of $320.00 billion, Meta, a United States based Media organisation with 75945 employees and revenues of $164.50 billion, Albertsons, a United States based Retail organisation with 280000 employees and revenues of $80.39 billion, Netflix, a United States based Media organisation with 14000 employees and revenues of $39.00 billion, Dollar Tree, a United States based Retail organisation with 65894 employees and revenues of $17.58 billion and many others.
Contact us if you need a completed and verified list of companies using Vertex Tax, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Financial Management software purchases.
The Vertex Tax customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Financial Management software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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A. O. Smith Corporation | Manufacturing | 12000 | $3.8B | United States | Vertex | Vertex Tax | Tax Management | 2018 | n/a |
In 2018, A. O. Smith Corporation implemented Vertex Tax as its Tax Management solution. The deployment was executed with SAP S/4 HANA at the core of finance, positioning Vertex Tax to handle transactional tax determination and compliance across the companys global finance footprint.
Vertex Tax was configured to provide tax calculation, jurisdiction determination, tax code mapping, and tax reporting capabilities consistent with Tax Management platforms. Implementation work included Vertex configuration, custom development where required, data migration, testing, cutover activities, and hyper-care support, aligning with established SAP FICO configuration practices and the companys financial solution architecture.
Integration patterns emphasized close coupling between Vertex Tax and SAP finance modules, specifically General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Profitability and Costing functions. The program also integrated Vertex Tax with BW BPC for financial reporting, Concur for expense tax handling, and UiPath RPA for targeted automation, using standard interface technologies described in the environment such as IDOC based, flat file based, and XML based exchange and coordination with EDI partners.
Operational coverage targeted accounting, tax, treasury, and financial planning and analysis teams supporting manufacturing operations in the United States, Canada, Mexico, China, India, and Europe. Governance and rollout were led by the SAP Financial Solutions Architect function, which conducted design and blueprint workshops, managed requirements and stakeholder engagement, documented end to end processes, and coordinated training and change management to standardize tax processing and compliance workflows across business units.
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Albertsons | Retail | 280000 | $80.4B | United States | Vertex | Vertex Tax | Tax Management | 2022 | n/a |
In 2022, Albertsons Companies implemented Vertex Tax as a centralized solution for indirect tax determination and compliance. The deployment targets Tax Management across Albertsons Companies operations, supporting more than 2,200 stores in 34 states and the District of Columbia, along with 22 distribution centers and 19 manufacturing plants.
The Vertex Tax implementation configures Vertex Indirect Tax Determination and leverages the Vertex O tax engine for transactional tax calculation, content management and tax determination logic. Key functional streams articulated in hiring and role descriptions include indirect tax compliance, tax calculation accuracy, content updates, user acceptance testing, training and post go live operational support, with an explicit emphasis on process improvement and automation.
Integrations explicitly referenced include the ERP Tax Integration with Vertex Indirect Tax Determination and close collaboration with Ecommerce systems to validate tax calculation in online checkout workflows. Data and testing tooling cited for the program include SQL and Alteryx, with Power BI noted as an optional analytics capability. Governance and rollout responsibilities are structured around an Indirect Tax Technology lead who acts as project lead and technology liaison, owning configuration, troubleshooting of tax calculations and coordination of testing across tax, ecommerce and ERP teams.
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Alexion Pharma UK | Life Sciences | 64 | $142M | United Kingdom | Vertex | Vertex Tax | Tax Management | 2018 | n/a |
In 2018, Alexion Pharma UK reimplemented Vertex Tax to centralize and standardize EMEA indirect tax processing across its finance and supply chain footprint. The reimplementation was driven by the company tax function responsible for EMEA indirect taxes, covering compliance, planning, business integration and audit defense, and reflecting ongoing VAT digitalization efforts noted by the tax team.
Vertex Tax, a Tax Management application, was configured to support indirect tax determination, automated tax calculation and compliance workflows for VAT returns and statutory filings, including ECSL and Intrastat reporting. Configuration emphasized invoice and purchase tax determination rules, return preparation pipelines and audit support workflows to serve both Accounts Payable and shared finance processes.
The implementation integrated data and design with SAP S4 HANA indirect tax requirements and the Coupa procurement environment to ensure tax determination at point of procurement and handoff of transactional records for compliance. Operational handoffs and filing processes were coordinated with Deloitte Center of Excellence, which prepares VAT returns and related filings, creating a hybrid model of automated tax computation in Vertex Tax and outsourced filing execution.
Governance and rollout focused on EMEA coverage, training for local Finance and AP teams, and strengthening internal controls for indirect tax accuracy. The tax team retained control over tax policy, M&A related entity integrations including Synageva, Achillion and Portola, and management of tax authority inquiries, embedding Vertex Tax into existing tax governance and operational workflows.
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Appian | Professional Services | 2033 | $711M | United States | Vertex | Vertex Tax | Tax Management | 2016 | n/a |
Appian implemented Vertex Tax in 2016 to establish a centralized Tax Management capability within its Finance and Corporate Systems teams. The deployment of Vertex Tax targeted transaction-level sales tax calculation and compliance across Appian's U.S. and international entity footprint.
The Vertex Tax implementation included configuration of tax determination logic, jurisdiction mapping, and tax code management to align with Appian's accounting transaction types. The deployment leveraged standard Tax Management workflows for automated tax calculation at invoice and order posting, and was configured to support multiple international tax jurisdictions corresponding to Appian's managed subsidiaries.
Vertex Tax was integrated into Appian's broader financial systems stack through direct linkage with the company NetSuite instances that manage all international entities, ensuring real-time tax determination on NetSuite transactions. The Vertex Tax rollout occurred alongside other finance and payments implementations such as Concur, Xactly, AMEX Pay, and TransferMate, positioning the application within end-to-end accounts receivable and payable processes.
Operational governance for the Vertex Tax rollout followed Appian's established SOX-related change management procedures for financial systems, supporting audit readiness and SEC reporting activities tied to the finance program. Control frameworks and cross-functional coordination between Finance and IT were used to manage configuration change, audit documentation, and ongoing tax compliance workflows.
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Arthrex | Life Sciences | 7500 | $3.2B | United States | Vertex | Vertex Tax | Tax Management | 2016 | n/a |
In 2016, Arthrex implemented Vertex Tax. The Vertex Tax deployment is categorized as Tax Management and is used on the Arthrex website to perform tax calculation and determination for online transactions.
Configuration emphasized real time tax determination, jurisdiction lookup, rate maintenance, and product taxability rules consistent with Tax Management functional practices. Vertex Tax was configured to evaluate tax during checkout and to apply exemptions or taxability overrides where applicable, integrating tax logic into the site’s transaction flow.
Architecturally the implementation is embedded in web transaction and checkout processing, executing tax calculation prior to order confirmation and returning tax amounts for billing. Operational coverage focuses on e-commerce and revenue capture functions, impacting order billing, invoice calculation, and customer-facing checkout interactions.
Governance centered on centralized administration of tax rules and rate updates by corporate tax and finance operations, with configuration controls to manage jurisdiction logic and rate changes within Vertex Tax rather than in website code. The approach separates tax rule administration from front end presentation to maintain consistent tax determination across online sales channels.
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Banking and Financial Services | 5500 | $1.7B | United States | Vertex | Vertex Tax | Tax Management | 2018 | n/a |
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Professional Services | 2800 | $1.1B | United States | Vertex | Vertex Tax | Tax Management | 2018 | n/a |
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Banking and Financial Services | 6000 | $3.8B | United States | Vertex | Vertex Tax | Tax Management | 2014 | n/a |
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Retail | 541 | $126M | Australia | Vertex | Vertex Tax | Tax Management | 2019 | n/a |
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Retail | 65894 | $17.6B | United States | Vertex | Vertex Tax | Tax Management | 2015 | n/a |
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Buyer Intent: Companies Evaluating Vertex Tax
- Fabless Centre for Engineering and Test, a Bulgaria based Manufacturing organization with 25 Employees
- Purdue University, a United States based Education company with 17000 Employees
- CBRE, a United States based Construction and Real Estate organization with 140000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Fabless Centre for Engineering and Test | Manufacturing | 25 | $2M | Bulgaria | 2026-03-22 | |
| Purdue University | Education | 17000 | $2.3B | United States | 2026-03-18 | |
| CBRE | Construction and Real Estate | 140000 | $35.8B | United States | 2026-02-25 | |
| Distribution | 500 | $50M | Saudi Arabia | 2026-01-26 | ||
| Banking and Financial Services | 58 | $7M | United States | 2026-01-23 | ||
| Healthcare | 53000 | $22.6B | United States | 2026-01-21 | ||
| Government | 500 | $50M | India | 2025-12-11 | ||
| Retail | 20 | $2M | United States | 2025-11-26 | ||
| Manufacturing | 2877 | $742M | Singapore | 2025-08-20 |