AccountingVertex and the GDPR: agreement, role and data location.
Vertex is a accounting tool. Its role depends on the activity, it publishes its data processing agreement, and the data location depends on your account. Below: what to check and how to declare it.
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In short
- Category
- Accounting
- Usual role
- Depends on the activity
- Data location
- Set per account or project
- Agreement
- Published by the vendor
What does Vertex do with personal data?
Keep accounts, issue invoices and manage bookkeeping. That is how Privacyboard describes a typical use of Vertex, as a starting point you can edit.
The data usually involved: names, Payment details, Contract & billing data, Customer
Is Vertex a processor or a controller?
the DPA lets Vertex process some personal data as a controller ("VX Controller Personal Data").
Privacyboard does not prefill a role for this vendor on purpose. You are asked to choose, since the answer changes what your privacy policy says and which agreement matters.
Where does Vertex store personal data?
Vertex does not have one fixed location for every customer. The location depends on the plan, the account and the services you enable.
How to find yours: Check the organization settings, or the provider’s data processing terms.
Even when the main location is in the EU, ask whether subprocessors or support access involve a transfer outside the EEA, and record it if so.
Which legal basis usually applies to Vertex?
For the usual use of Vertex, companies most often rely on performance of a contract and legal obligation (GDPR Article 6(1)). Invoices and accounts must be kept as accounting and tax law requires, and billing follows the contract.
This is a starting point, not legal advice: the basis belongs to your activity, and you confirm it in your register.
Does Vertex have a data processing agreement?
Checked on 5 November 2026. Vendors change their pages, so check the date.
Yes. Vertex publishes the text of its data processing agreement on its own website. Article 28 of the GDPR requires a written contract with every processor, so this is the document to read and keep.
What we noted when we opened the page: Data Processing Addendum, version 3.0, effective 1 Aug 2025; party is the Vertex entity in the customer's agreement. Restricted transfers use SCCs Modules 1-4, UK IDTA and Swiss addendum; no hosting location stated.
A page that exists does not mean you are covered. Whether the agreement applies to you depends on your plan and on what you accepted, so record the decision yourself in your vendor list.
Read the Vertex agreementHow to declare Vertex
- 1
In your privacy policy
Name Vertex as a recipient, say what it is used for (keep accounts, issue invoices and manage bookkeeping) and mention any transfer outside the EEA. Articles 13 and 14 ask you to tell people who receives their data.
- 2
In your vendor list
Add Vertex with its purpose, the data involved, its role, its region and a link to the agreement. Privacyboard prefills all of this, you confirm or correct it.
- 3
In your processing register
Link Vertex to the activities that use it, so each record shows its recipients. Article 30 asks the register to list the categories of recipients.
What to check before relying on Vertex
- Limit access to people who need the books, and review it when someone leaves.
- Agree how long invoices are kept: accounting law often sets a minimum.
- Check the region and any transfer outside the EEA.
- Record whether your accountant also has access, as a separate recipient.
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Questions, answered.
Is Vertex GDPR compliant?
Privacyboard does not certify vendors. Compliance depends on how Vertex is configured and used, on the agreement you have with it and on your own practices. What can be checked is documented here: it publishes a data processing agreement, the usual role and the data location. Read the agreement itself before relying on it.
Does Vertex have a DPA?
Yes. Vertex publishes the text of its data processing agreement on its own website. Article 28 of the GDPR requires a written contract with every processor, so this is the document to read and keep. You can read it at https://www.vertexinc.com/legal/data-processing-addendum.
Is Vertex a data processor?
It depends on the activity. the DPA lets Vertex process some personal data as a controller ("VX Controller Personal Data").
Which legal basis applies when I use Vertex?
For the usual use of Vertex, companies most often rely on performance of a contract and legal obligation (GDPR Article 6(1)). Invoices and accounts must be kept as accounting and tax law requires, and billing follows the contract. This is a starting point, not legal advice: the basis belongs to your activity, and you confirm it in your register.
Where does Vertex store data?
Vertex does not have one fixed location for every customer. The location depends on the plan, the account and the services you enable. How to find yours: Check the organization settings, or the provider’s data processing terms.
Do I need to mention Vertex in my privacy policy?
Yes, if Vertex handles personal data for you. The GDPR asks you to tell people who receives their data (Articles 13 and 14). Name the vendor or its category, say what it is used for and mention any transfer outside the EEA.
How do I add Vertex to my vendor list?
In Privacyboard, pick Vertex from the catalog. The purpose, the data, the suggested role and a link to its agreement are prefilled, and you confirm each one. Creating a workspace is free.
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Privacyboard is not affiliated with Vertex. Names and logos belong to their owners and are used only to identify the tool. This page summarises public documents as checked on 1 November 2026; it is guidance, not legal advice, and it does not certify any vendor.