Data & Workflow Management

Data & Workflow Management

Vertex, Inc.


Vertex Data and Workflow Management tools include Vertex Data Collect, Vertex Workflow Manager, and Vertex Document Manager.


  • Vertex Data Collect helps you reduce manual errors and improve tax data accuracy by standardizing and automating the transfer of data throughout the tax process.
  • Vertex Workflow Manager supports greater visibility and control of the provision and compliance processes—use this tool to integrate the review process, provide status updates in real time, and, when used with Document Manager, automate document tracking and check-out processes.
  • Vertex Document Manager enables you to automatically update document status, as well as append version history to reflect modifications with Document Manager—adding another control point for tax administrators.

About the Company

Tax is a complex and time-consuming challenge for companies around the world. Constantly changing accounting and regulatory requirements, greater scrutiny from audit committees, and a shrinking pool of talent are all putting more pressure on the corporate tax function than ever before. 
The Trusted Leader in Tax Technology Excellence 

We're Vertex. Since 1978, over 10,000 corporate customers have relied on us for innovative tax processing solutions. Spend some time learning more about our rich history. 

Combining advanced technology, sophisticated software, and an exceptional team of experienced tax experts, we help our customers unlock huge process and productivity gains, limit risk, and make tax a more integral, strategic contributor to business success. 

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