Modern tax starts with trusted data

Is your tax operating model keeping up with your business?

As your business expands across jurisdictions, channels and systems, transaction tax becomes harder to manage. Manual processes, fragmented data and growing compliance demands can leave tax teams reacting to immediate needs instead of supporting broader business decisions.

Technology can help, but technology alone does not create a modern tax function. Sustainable tax automation requires trusted data, connected processes, clear governance and technology aligned with the way your business operates.

Meet the RSM state and local tax technology team at Vertex Exchange to discuss what is straining your current operating model and what it may take to address it.

What is straining your tax operating model?

Growing transaction volume, fragmented tax data and manual workflows can make it difficult for tax teams to keep pace with business change. A focused conversation can help identify where process, data or technology improvements may have the greatest impact.

Meet with the RSM state and local tax (SALT) technology team at Vertex Exchange to discuss your current environment, your Vertex priorities and the capabilities needed to support future growth.

Talk with an RSM professional

What does a modern tax function require?

A modern, scalable and defensible tax function starts with trusted data. It brings together the information, processes, controls and technology needed to support consistent tax determination across a growing business.

When these elements are aligned, tax teams can work toward:

• Fewer manual workflows
• Greater accuracy and consistency
• Stronger visibility across jurisdictions
• Improved reporting and audit readiness
• More time for planning and analysis
• Scalable processes that support growth

RSM’s sales and use tax automation services are designed to improve accuracy and efficiency in transaction-based tax compliance. Services can include tax-engine configuration, integration with enterprise resource planning and point-of-sale systems, reduced manual workloads, improved reporting, and scalable compliance processes.

Connect with RSM at Vertex Exchange

Whether you are implementing Vertex, optimizing an existing deployment or preparing for the next stage of your tax technology strategy, RSM can help you evaluate the relationship among your data, processes, controls and technology.

Visit the RSM booth

Connect with the RSM SALT technology team at our booth to discuss:

• Vertex implementation or optimization
• Transaction tax process improvement
• Tax data and systems integration
• Reporting and audit readiness
• Tax technology governance
• Future-state tax operating models

Join our Engagement Hub session

Save time, reduce risk: Automating customer exemption certificate management

Exemption certificate management is critical for compliance, but it doesn't have to consume valuable resources. This session will explore how automation can simplify certificate collection and maintenance, helping organizations reduce risk, improve efficiency and provide a seamless experience for customers.

Tuesday, Oct. 27, 2026 | 11:40 a.m.–Noon EDT

Presenters include:

• Crystal Adams, RSM
• Beatriz Mongeau, Tax Accountant, TBC Corporation
• Tammy Trimmer, Vertex