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Computer Software: Prepackaged Software
Business UpdateMay 19, 2026, 07:01 AM

Vertex Research: IT, Tax, Finance Gaps Risk Revenue, Compliance

AI Summary

Vertex Inc. announced new global research revealing that growing gaps between IT, Tax, and Finance teams are becoming a significant barrier to compliance, exposing organizations to disruption and revenue risk. The 2026 study, based on a survey of 1,050 senior leaders, highlights that despite awareness of collaboration benefits, these teams often fail to work effectively, leading to challenges in governance, data quality, and ownership. As businesses accelerate ERP modernization and AI initiatives, unresolved underlying issues could amplify fragmentation, making compliance increasingly difficult in real time.

Key Highlights

  • Only 12% of organizations achieved full, end-to-end tax technology integration.
  • 94% of organizations expect stronger collaboration across IT, Tax, and Finance teams.
  • 26% of businesses are using AI-assisted integration monitoring before governance models are fully in place.
  • 31% of organizations link poor collaboration to data issues or wasted investment in tax technology.
  • Tax teams are consulted on tax technology decisions only 37% of the time.
  • Only 37% of organizations report high confidence in the quality of their master data for tax.
  • 77% of U.S. organizations express high concern, driven by rising transaction volumes (82%) and data complexity (80%).
  • DACH region shows a 35-point gap between IT and Tax involvement, with 38% citing wasted spend.