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Vertex is the leading provider of corporate tax software and services for companies of all sizes. Serving clients like Microsoft, Starbucks, and Toyota, Vertex handles the complexity of sales and use tax, global taxation and data through a sophisticated network of products and services. As the company continues to evolve and grow, its need to create and integrate great user experiences with sales and customer support evolves regularly.

Vertex Work

What We Did

A unified, global tax experience

For almost five years, we’ve worked with Vertex as a strategic partner to help unify its customer experience across all channels from marketing and customer support to the subtle nuances of its large suite of products. As our partnership continues to develop, we’ve grown into a unique partner where we’re able to connect the dots across the organization and provide insight into the customer experience. From user studies to UX design and front-end technology consulting, our relationship continues to flourish.

By the numbers

8+ Years working together as partners

200+ Customers and internal stakeholders we've interviewed

3X Regular impact on Vertex conversation rates

The details

Connecting the journey

Our goal is to ensure that the user experience for the customer is connected at all points. We partner with Vertex to continually analyze each channel and assist in developing a strategic roadmap across the organization.

Integrating UX

We regularly work closely, often on-site, with Vertex teams to continually push the boundaries of experience design across all customer touchpoints.

Marketing, support, product & innovation

As a technology partner, we’ve bridged the UX and technology gaps at Vertex in various ways including marketing site development, product support and through emerging technologies like AI and chatbot solutions.

In their own words

“They are smart, creative, thoughtful, and flexible. We look forward to a continued bright future together!”

Kate Shields

Head of Cloud Business Unit, Vertex