Vertex SMB Announces Key Partnership with Socius

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Partnership Provides Additional Functionality and Value to ERP and CRM Clients

Vertex SMB, the primary sales and use tax solutions provider for small- and medium-sized businesses, today announced a partnership with Socius, a strategic business consulting partner with a 30-year history that provides comprehensive business management across the United States.

Built on industry-leading Vertex software, Vertex® SMB TaxCentral offers small- and medium-sized businesses a proven, accurate and simple sales and use tax solution that integrates directly with mid-market ERP systems and leading ecommerce platforms. The solution is scalable and cloud-based, and allows customers to manage complex sales and use tax across multiple jurisdictions and states. Socius specializes in providing ERP, CRM, business intelligence, and collaboration solutions from Microsoft Dynamics and Sage, as well as technology based on Microsoft Office SharePoint Server.

“Like Vertex SMB, Socius’ primary focus is to promote a collaborative relationship with its clients, to help them succeed,” said David Henkin, vice president and general manager at Vertex SMB. “We’re pleased to partner with Socius to provide our unmatched functionality and expertise in sales and use tax solutions to the small and medium-sized business market.”

“Today’s market demands comprehensive, integrated sales and use tax solutions,” said Bill Knapp, Director of Business Development at Socius. “Companies today need solutions that meet the tax challenges of omni-channel environments. Cloud-based solutions like Vertex SMB can help companies to easily manage tax compliance. Companies look to Socius to help fuel their growth strategies and we believe solutions like Vertex SMB are a critical component in helping clients transform their businesses.”

About Vertex SMB
Vertex SMB is the business division of Vertex Inc. dedicated to providing sales and use tax solutions for small- and medium-sized businesses. Vertex SMB runs on the most advanced calculation and returns software platform in the industry, used by thousands of the largest corporations in the world. For more information about Vertex SMB, visit    

Founded in 1978, Vertex Inc. is the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals. Vertex solutions enable companies to realize the full strategic potential of the corporate tax function. The company offers a variety of products and services that allow businesses to automate, integrate, streamline or even outsource their corporate tax processes. Vertex provides solutions in every major line of tax including income, sales and consumer use, value added and payroll. Vertex also offers tailored solutions for specific industries including retail, communications, hospitality, and leasing. For more information about Vertex Inc., visit

About Socius
Backed by 30 years of award-winning experience, Socius proudly serves clients throughout the country from its headquarters in Columbus, Ohio and our 25 additional locations. Socius combines Innovative Technology, Experience, Expertise and Partnerships to uniquely provide clients with the reach of insight, productivity, and collaboration across their entire business so that people – and the way they work – become their most powerful asset. Learn more at

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Patellen Corr
Bravo Group
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