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The library · 196 resources

Vertex, on file.

Whitepapers, analyst reports and toolkits from 111 partners. Most are free with a short form, and we always tell you who you’re sharing it with.

The Total Economic Impact™ Of AvalaraNavigate the Shift To Audit-Ready Sustainability ReportingThe AI Playbook for ExecutivesThe New Rules of E-commerce Parcel Delivery in North AmericaThe Radical ROI of Gen AIEssential Financial KPIs
Inside the IPO Window: Market Conditions, Deal Readiness, and the Role of AIThe AI Adoption Blueprint: How to Get the AI You Actually NeedCFO and CIO Roles in Enterprise Transformation: Distinct Mandates, Converging Influence2026 Recommerce ReportDelivering ROI for the Agentic EnterpriseDemystifying AI
Mastering the IPO Journey: Key Tips for Private CompaniesThe State of Generative AI in the Office of the CFO2026 MidYear Executive Benchmark Survey: The Verification GapAI Innovation Masterclass: The Enterprise Blueprint for Agentic AI, Risk & ROIThe Total Economic Impact™ of Slack as a Work Operating SystemUpskill Your Finance Team With AI and Soft Skills
9 resourcesClear all
Whitepaper

Strength in Numbers: Harnessing the Combined Value of Vertex NetSuite and Shopify

Many retail, consumer goods, food & beverage, health & beauty, technology, manufacturing, and wholesale and distribution companies develop, deploy, and continually enhance omnichannel operations that deliver a

VertexTax Compliance
Whitepaper

Lowering Costs and Accelerating Growth: Why Switching Tax Engines is Worth the Effort for Mid-Size Businesses

For many mid-size companies, switching tax engines may feel daunting due to the effort and disruption involved. But clinging to a tax engine that no longer meets your needs can be even costlier. Over time, small

VertexTax Compliance
Whitepaper

Mastering Hybrid Shopping in the Social Commerce Era

In today’s fast-paced, digital landscape, social commerce can help you reach, resonate and sell to a wider audience. From Facebook Marketplace to Instagram Shop and TikTok Shop, there are myriad ways to grow your

VertexBanking, Payments & Commerce
Whitepaper

How Shopify Merchants Can Avoid Double Taxation When Selling on Social Media

Selling on social media just got smarter. With the Vertex for Shopify integration, you can streamline tax management across all your social selling channels (Facebook Marketplace, Instagram Shop, TikTok Shop, etc.)

VertexTax Compliance
Whitepaper

Overcoming Multi-Connector Challenges: How NetSuite, Vertex and Shopify Help Boost Business Growth

You have NetSuite to manage key business processes and provide real-time visibility and control over operations. You have Shopify to create and manage your online stores. But what’s missing now from your tech stack is

VertexTax Compliance
Whitepaper

Maximizing Revenue Potential: 3 Key Strategies for Launching and Scaling Your Marketplace

Join us for an insightful session as we dive into the evolving landscape of digital marketplaces. As businesses explore new opportunities for growth, they may encounter compliance challenges that require strategic

VertexBanking, Payments & Commerce
Whitepaper

Vertex + Shopify Partnership: Top 10 Benefits for Shopify Users

Vertex’s partnership with Shopify enables enterprise merchants using the Shopify Tax Platform for business-to-business (B2B) and business-to-consumer (B2C) sales to automate tax calculation and compliance on a global

VertexTax Compliance
Whitepaper

What’s New in O Series

As indirect tax leaders hammer away at an array of formidable challenges – including budgetary pressures, internal digital transformations, a tax-talent crunch, tax rates and rule volatility, and a processing of new

VertexTax Compliance
Whitepaper

Driving Tax Transformation: Three Cloud Adoption Success Stories

Transforming tax and finance means optimizing your processes and technology to meet current business, compliance, and technical requirements while building scalability for the future.

VertexTax Compliance