Vertex Cloud Pricing, Features, Reviews & Comparison of Alternatives

Vertex Cloud

Proven tax technology to simplify the complex.

4.29/5 (14 reviews)

Vertex Cloud overview

What is Vertex Cloud?

Vertex Cloud Indirect Tax is a SaaS solution that integrates with ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution also generates PDF returns and provides exemption certificate management tools.

The system maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for multi-channel retail taxation.
www.vertexinc.com

Pricing

Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
Vertex Cloud screenshotVertex Cloud Indirect Tax OverviewVertex Cloud screenshotVertex Cloud screenshotVertex Cloud screenshotVertex Cloud screenshot

Vertex Cloud user reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.0
  4.0
  4.2
Christopher Deal

Best software for sales tax and maangement without the overhead

Used daily for 2+ years
Reviewed 2019-04-01
Review Source: Capterra

We were able to get rid of our expensive hosted server solution and the maintenance that came with it. Being able to access Vertex data from anywhere in the world made our team more productive across the board.

Pros
The best part of the cloud was not having to have a dedicated remote server for all our software. The old Vertex ran but required constant maintenance, monthly updates, SQL knowledge. With the cloud, no longer do you worry about down times, corrupted databases and the like. The Vertex team is very helpful from the moment you buy the software. Our support rep spent hours with us configuring everyhting out of the box to our exact specifications

Cons
The cost of the software is pretty immense since you're pretty much renting a server Hold times can be a bit long in the customer support queue SaaS so once you stop paying, you lose access the software and any data if not backed up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Amy Nelson

Vertex cloud is very accurate and easy to use for small to medium size businesses.

Used daily for 6-12 months
Reviewed 2018-01-25
Review Source: Capterra

accurate tax calculations, low cost of ownership, easy to learn

Pros
The value for the money spent makes this solution a wise investment. There is no server maintenance or monthly tax rate update files to be applied. The application can accommodate customer and product level taxability decisions.

Cons
The features and functionality of the cloud product vs. O-series are very different. There are very few customizations/configuration changes that can be done following implementation that do not involve additional developer cost. The processing time to save a customer exemption certificate is excessive. Heavy users of this application will find this very frustrating. Customer support is also very different from O-series in that the communication is via e-mail and the response time is often much slower with support reps being less knowledgeable about the application and its functionality.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Steve Mastin

Poor service

Used monthly for 1-2 years
Reviewed 2018-12-19
Review Source: Capterra

Customer service is poor.

Pros
The software is all online which makes use easy.

Cons
Customer service is all by e-mail and it's poor.

Response from Vertex


Hi Steve,

My name is Jen Armstrong, Marketing Specialist at Vertex. I am sorry to hear that your experience with our customer support team has not been the best. We at Vertex are dedicated to our customer¿s success. I would like to further investigate why you rated Vertex customer service as poor. Our Customer Success Manager, Jenna Stroup has been made aware of your feedback and will share your responses with our Support Team. We would like to set up a phone call to better understand your needs. Please email your contact info to Jenna at jenna.stroup@vertexinc.com so she can coordinate with you.

Thank you,
Jen Armstrong
Vertex Inc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

Minimize review

Doug Knopik

Vertex has been great to work with, especially the customer support group.

Used weekly for 1-2 years
Reviewed 2018-01-25
Review Source: Capterra

I know that the tax calculations that are being made are accurate and the customizations for our company have been minimal. There customizations are based on specific tax audits/decisions that are specific to our products and how we do business.

Pros
The software is fairly easy to work. Most importantly, customer support is there to help you out. They understand that not every business is run the same and they take the time to work with you so you can accomplish the desired results when you have exceptions. They also respond very timely when issues are raised.

Cons
Is the software perfect in every aspect, no. But is any service exactly what you need out of the box. I can not say enough about how attentive the support group is to help you understand the software and assist you when an issue does arise.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

julie walters

Needs some more development

Used daily for 2+ years
Reviewed 2019-02-05
Review Source: Capterra

Handles all our states :) I no longer have to try and interpret the various states laws.

Pros
creates both an excel report and tax return

Cons
it took a very long time to get the bugs worked out after we started to use the program

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 6/10

Minimize review

Vertex Cloud pricing

Please fill out our form for further pricing information. https://www.vertexinc.com/request-information

Vertex Cloud features

API (297 other apps)
Accounting Integration (179 other apps)
Accounting Management (200 other apps)
Activity Dashboard (253 other apps)
Audit Trail (151 other apps)
Automatic Notifications (178 other apps)
Billing & Invoicing (202 other apps)
Compliance Management (209 other apps)
Customizable Reporting (177 other apps)
Data Import/Export (199 other apps)
Electronic Payments (185 other apps)
Expense Tracking (171 other apps)
Financial Analysis (145 other apps)
Invoice Management (248 other apps)
Invoice Processing (162 other apps)
Multi-Currency (177 other apps)
Real Time Data (157 other apps)
Reporting & Statistics (289 other apps)
Third Party Integration (234 other apps)
Workflow Management (169 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Vertex Cloud

Key features of Vertex Cloud

  • Up-to-date tax rates and rules
  • Simple navigation, intuitive commands
  • Easy drag and drop functionality
  • Web-based architecture
  • One platform for seamless integration
  • Simplified data import
  • Supports indirect tax calculation in over 240 countries
  • Scalable, service-oriented architecture
  • Ability to customize for lease tax compliance
View All Features

Benefits

- Improved tax accuracy and consistency
- Improved tax audit performance
- Tax process efficiency
- Minimal IT support required (no software installation or maintenance required)
- Scalability