Vertex Inc.
48 Case Studies
A Vertex Inc. Case Study
Gordon Flesch Company (GFC), a family‑owned office equipment lessor, faced complex, error‑prone tax processing across origination, moves, upgrades, ancillary charges and end‑of‑term options. Much of the work was manual—order‑entry staff followed an intricate matrix and made tax decisions without deep expertise—leaving the tax team in constant “damage‑control.” To address this, GFC turned to Vertex Inc., implementing Vertex® Indirect Tax for Leasing together with Odessa Technologies’ LeaseWave lease management system.
Vertex Inc. provided the automated tax engine, training and consulting support to centralize and enforce tax rules, automate monthly tax updates and track exemption certificates. The deployment reduced reliance on multiple people to apply tax rules, freed order‑entry staff to focus on bookings, cut the manual data manipulation previously requiring a couple hours each month, improved reporting and audit readiness, and delivered greater consistency and fewer errors—leaving GFC’s tax department “in control,” according to Finance Manager Diane Parisi.
Diane Parisi
Tax Manager