Vertex
A partnership that keeps adding up
For more than a decade, we’ve helped Vertex evolve its global digital experience alongside its customers, products, and ambitions.
01 — Overview
A global business. A global tax problem. A lot to navigate.
Vertex has grown from an emerging tax technology company into a global leader serving some of the world’s largest businesses. Along the way, its products matured, partner network expanded, audiences became more complex, and digital needs changed with them.
Our relationship evolved right alongside the business and has allowed us to move faster, challenge assumptions, and continually shape an experience that could keep pace with where the company was headed next.
- Strategy
- We combined ongoing research, analytics, journey mapping, and experimentation to understand changing customer needs and identify where the experience could create greater value.
- Design
- We evolved the experience across products, audiences, regions, and channels, creating more relevant pathways for prospects, partners, and existing customers.
- Engineering
- We helped establish a flexible global foundation that could support personalization, localization, marketing integration, and continued growth over time.
02 — Research & Strategy
Building on what we learn
Long-term partnership only matters if you keep learning.
Across more than a decade together, we’ve spoken with over 200 customers and internal stakeholders, combining those perspectives with analytics, testing, and market insight to continually deepen our understanding of how people buy and use tax technology.
That knowledge has shaped everything from customer journeys and messaging to product positioning and conversion strategy. It means we rarely start from zero. Each new initiative builds on years of context, giving us a clearer view of what matters to Vertex’s key audiences and where the business should move next.
03 — UX & Experience Design
Making tax less taxing
Vertex solves an inherently complex problem, but its customers shouldn’t have to navigate that complexity to understand how Vertex can help.
Over time, we’ve evolved the experience around distinct paths for prospects, partners, and existing customers, while introducing greater personalization based on factors like company size, geography, role, and industry.
The result is an experience that can adapt to a variety of needs without feeling fragmented. People find relevant information more easily, understand the value of Vertex more quickly, and move toward the next step more confidently.
3Ximprovement across key conversion points
200+Customers and internal stakeholders we've interviewed
15+Years working together as partners
