Fort Wayne, 46802, IN,
United States
DuCharme McMillen & Associates
DuCharme McMillen & Associates, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. DuCharme McMillen & Associates collaboration with software players such as Vertex empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| DuCharme McMillen & Associates | Vertex | Vertex TaxCompliance | Governance, Risk and Compliance | TRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Schoolkidz | Retail | 10 | $1M | United States | Vertex | Vertex TaxCompliance | Governance, Risk and Compliance | 2022 |
In 2022, SchoolKidz implemented Vertex TaxCompliance as its Governance, Risk and Compliance solution to automate sales tax determination and exemption-certificate management. The deployment used Vertex Cloud Indirect Tax delivered via DuCharme McMillen & Associates and was configured to provide real-time tax calculation on ecommerce orders, centralize exemption certificate storage, and automate jurisdictional tax updates.
The implementation included configuration of tax determination and exemption-certificate management modules, rule-based jurisdiction mapping, and scheduled jurisdictional data updates. SchoolKidz used the Vertex Tax Links connector for Microsoft Dynamics GP together with a custom ecommerce integration to route order-level tax calls to Vertex TaxCompliance and to persist certificate status back into the tax engine.
Integrations explicitly covered Microsoft Dynamics GP for order and customer master synchronization, and a bespoke ecommerce integration for online checkout tax determination and certificate validation. The deployment placed tax logic and exemption management into Vertex TaxCompliance, shifting responsibility for certificate lifecycle and jurisdiction updates to the cloud service and reducing manual reconciliation work for finance and order operations.
Governance changes emphasized centralized certificate governance and automated update workflows within Vertex TaxCompliance, with DuCharme McMillen & Associates supporting technical integration and cutover. Outcomes reported by the project included real-time tax on ecommerce orders, exemption management operated from Vertex, automated jurisdictional updates, and a significant reduction in monthly tax reporting effort.
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