Vertex Tax Guardian

Vertex Tax Guardian

Vertex Tax Guardian is an innovative solution designed to revolutionize tax compliance processes by integrating AI agent-to-agent capabilities within Microsoft Dynamics 365 Finance & Supply Chain and Vertex O Series. This cutting-edge product aims to enhance accuracy and minimize manual intervention, ensuring seamless tax configuration in response to changes in customers' business operations.

Key Capabilities:

• Automatically monitor business event changes indicating a new product, new customer exemption, new business location, or new legal entity within D365.
• Communicate such business changes to Vertex’s AI agent along with all necessary contextual information.
• Vertex’s AI will analyze the data and apply any necessary configuration changes to ensure system synchronization between the ERP and the tax system, removing the burden on business users to manage.

Key Benefits:

• Reduce manual effort with D365 and Vertex maintaining your business configurations for things like new product mappings, new nexus registration, new exempt customers, or new entities.
• Experience enhanced accuracy with total and complete system synchronization as your business evolves.
• Increase your return on investment for Vertex O Series.

As part of Microsoft's Dynamics 365 AI Engineering initiative, Vertex Tax Guardian showcases the power of CoPilot Agents, making Vertex one of the exclusive partners chosen to lead this transformation. This strategic collaboration not only strengthens Vertex's position as a leader in AI across all markets and technologies but also reaffirms its commitment to providing reliable and progressive compliance solutions for its clients.

Experience the future of tax compliance with Vertex Tax Guardian, where innovation meets reliability.