Vertex® O Series 9.0 Upgrade Implementation

Partners for over 20 years, Vertex and DMA, a Certified Vertex Implementation Partner, are working together to help organizations leverage Vertex Indirect Tax to streamline processes and lower risk associated with calculation, return, remittance and compliance. 

Streamline Tax Processes and Improve Overall User Experience

  • Enhanced User Interface using Industry Standard HTML5
  • Support of Communications Services Taxes (US and Canada)
  • Federated Security and Single Sign-On
  • Advanced address cleansing using Lat/Long Jurisdiction Assignment
  • Tax matrix report enhancements
  • SAP HANA / PostgreSQL database support
  • Browsers will block Adobe Flash due to increased security risk
  • Older Vertex versions risk not working due to Adobe Flash End-of-Life 12/31/20
tax technology implementation process


DMA has a rich history of successful Vertex implementation engagements. As a trusted Vertex partner, DMA has a streamlined and efficient approach to the upgrade process to ensure success for our joint clients during their migration.

  • Multidisciplinary technical staff with extensive experience in database management, performance tuning, and infrastructure sizing
  • Highly experienced team well-versed in the Vertex suite of products
  • Utilities to streamline the upgrade process
  • Standardized utilities to support and expedite testing
  • Upgrade approach tailored to each client’s specific technical requirements
  • Strategic approach to identify Vertex enhancement and efficiency opportunities
Learn More