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The Power of Tax Engines in Mid-market Companies

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Manage episode 401114137 series 1248037
Content provided by MSDynamicsWorld.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MSDynamicsWorld.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode is sponsored by Vertex.

Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhance scalability, and ensure compliance in the face of evolving regulations.

Pete discusses some of the biggest challenges that mid-market firms face related to sales tax and how those tie into other strategic initiatives like process automation, business expansion, and managing operational costs.

Pete also offers context for how he sees Vertex clients aligning tax automation with their other ERP initiatives. He offers guidance for tax executives and IT decision-makers on what to expect from an investment in a tax engine and make suggestions about how to avoid common pitfalls that companies experience when trying to scale their tax solutions.

From Vertex:

Vertex integrates with Dynamics 365 Finance, Supply Chain, Business Central, Sales, and Commerce. To learn more about Vertex’s tax solutions for Dynamics 365, visit https://www.vertexinc.com/partners/microsoft-dynamics-365 or email us at microsoftdynamics@vertexinc.com.

  continue reading

286 episodes

Artwork
iconShare
 
Manage episode 401114137 series 1248037
Content provided by MSDynamicsWorld.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MSDynamicsWorld.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This episode is sponsored by Vertex.

Tax engines have a unique role to play in the performance of mid-market businesses. Our guest on this episode, Pete Olanday, Director of Consulting, Vertical Solutions: Retail, Leasing, Telecommunications, at Vertex discusses how implementing a tax engine can help mid-market companies streamline processes, enhance scalability, and ensure compliance in the face of evolving regulations.

Pete discusses some of the biggest challenges that mid-market firms face related to sales tax and how those tie into other strategic initiatives like process automation, business expansion, and managing operational costs.

Pete also offers context for how he sees Vertex clients aligning tax automation with their other ERP initiatives. He offers guidance for tax executives and IT decision-makers on what to expect from an investment in a tax engine and make suggestions about how to avoid common pitfalls that companies experience when trying to scale their tax solutions.

From Vertex:

Vertex integrates with Dynamics 365 Finance, Supply Chain, Business Central, Sales, and Commerce. To learn more about Vertex’s tax solutions for Dynamics 365, visit https://www.vertexinc.com/partners/microsoft-dynamics-365 or email us at microsoftdynamics@vertexinc.com.

  continue reading

286 episodes

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