Vertex
About Vertex
Vertex combines the latest tax research with robust technology to improve tax accuracy and consistency on sales and purchase transactions. This powerful automation supports high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance.
Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. Vertex also provides tools and services to automate and streamline exemption certificate management and compliance filings.
Key benefits of Vertex
- Improved tax accuracy and consistency
- Improved tax audit performance
- Tax process efficiency
- Minimal IT support required (no software installation or maintenance required)
- Scalability
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Reviews
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- Industry: Retail
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
O-Series - great for multi-state nexus retailers
Reviewed on 22/08/2018
O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization...
O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization of customer taxing, taxpayer set up and product taxing attributes. Very accurate tax rates, easy to maintain and integrate with most accounting platforms.
Pros
The application is highly customizable using user-defined tax rules in combination with the out of the box rates and tax driver matrixes.
Cons
The support is sometimes slow to respond and does not always find a solution to the problems that you may encounter leaving some of the troubleshooting to your internal IT department.
- Industry: Wholesale
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Always good response from
Reviewed on 28/02/2018
It makes my job much easier as I know I can rely on the best calculations out there. I don't have...
It makes my job much easier as I know I can rely on the best calculations out there. I don't have to worry about whether the rates are current.
Pros
The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.
Cons
Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer.
- Industry: Machinery
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Biggest issue is not knowing/having access to user exits when looking up issues
Reviewed on 04/03/2018
ease for filing tax returns, accuracy in applying tax rates
ease for filing tax returns, accuracy in applying tax rates
Pros
I like the ease of using the transaction tester (as long as you remember all the flex field needs). The rate lookups and exemption certificate handlings are very easy to use.
Cons
What I like least is trying to identify tax mappings (currently 6.0), but I see 8.0 will be easier?
I do not like that it sometimes has a short span before timing out. We are usually in it all day, but not continuously, so we get timed-out a lot.
- Industry: Building Materials
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Use almost daily to check exemption certificate status and/or pull data extracts
Reviewed on 28/02/2018
ease of obtaining data, simplicity of inputting exemption certificates, use of plain addresses to...
ease of obtaining data, simplicity of inputting exemption certificates, use of plain addresses to obtain jurisdiction and tax information, ability to test transactions to determine if tax is charged correctly
Pros
easy to get tax jurisdiction information, tax rates, validate exemption certificates, data retrieval, set up taxability mapping
Cons
creating rules; obtaining data extracts without getting extraneous data, setting up customized taxability categories; reviewing tax mapping to categories and products
- Industry: Food & Beverages
- Company size: 5,001–10,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Vertex O Series
Reviewed on 22/08/2018
Pros
I like about the updates that go in to every patch monthly which we least bother about the Tax changes across global.
We operate globally and this is the best I feel about.
Cons
It is difficult to use and the main is search does not work as intended and backspace.
There are some forms where these two mentioned don't work and highly difficult in terms of usage.
Thanks,
venkat
Vertex FAQs
Below are some frequently asked questions for Vertex.Q. What type of pricing plans does Vertex offer?
Vertex offers the following pricing plans:
- Starting from: US$5,000.00
- Free Trial: Not Available
Q. Who are the typical users of Vertex?
Vertex has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Vertex support?
Vertex supports the following languages:
English
Q. Does Vertex support mobile devices?
Vertex supports the following devices:
Q. What other apps does Vertex integrate with?
We do not have any information about what integrations Vertex has
Q. What level of support does Vertex offer?
Vertex offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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