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MSDW Podcast: The Power of Tax Engines in Mid-market Companies

by MSDW Reporter
Editorial Team,

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 or email us at

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