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Vertex

Proven tax technology to simplify the complex.

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Vertex Pricing, Features, Reviews and Alternatives

Vertex product overview

What is 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.

Key benefits of using Vertex

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

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Knowledge Base
Chat
24/7 (Live rep)
FAQs/Forum

Training options

Webinars
Live Online
Videos
Documentation

Vertex features

Functionality

4.2

/5

67
Total Features23 4 categories

Most valued features by users

Compliance Management
Data Import/Export
Billing & Invoicing
Multi-Currency
Audit Trail
Document Management
Consumer Use Tax
Sales Tax Management

Vertex users reviews

Overall rating

4.3

/5

67

Positive reviews

82%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.2/10
Rating distribution

5

4

3

2

1

31

24

12

0

0

Pros
The customer support and ease of use has been fantastic. I have had to call Vertex for support, for recommendations on doing things and for knowledge on the product.

RR

Rebecca R.

Vertex Cloud has a very easy to use and comprehensive user interface, a robust product mapping capability, and the ability to user test within the interface.

MW

Michael W.

It is good and we have TAm who is really responsible and active in the tickets we raise.

sm

seema m.

Cons
Single point of failure. If any part of the connection to Vertex is down the ERP system is unable to complete jobs.

NF

Nestor F.

Heavy users of this application will find this very frustrating.

AN

Amy N.

Sometimes Vertex applies a credit and the State does not handle the credit the same way. Manual adjustment to the tax records which the tax returns calculate from are confusing.

PS

Paul S.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Streamlining tax management

Reviewed 3 years ago

Vertex does it's job and does it well. It has really helped streamline tax calculations for our accounts and creating tax rules is a breeze. I have not had experience in dealing with Vertex customer service. The software communicates almost instantaneously with our ERP which allows order processing to flow without delay.

Pros

Vertex does a great job of calculating tax rates for my company's account and implementing tax rules. We are sitting on 100,000+ accounts in our system. Vertex calculates tax rates based on jurisdiction for each one. It means allowing your ERP system to communicate with Vertex, and vice versa. In order to calculate special rates, such as a reduced California rate, you need to enter a tax rule to deduct the specific rate. Each account receives its own rule.

Cons

The UI is quite dated in my opinion. It's a straight forward software, meant for business applications. There are other software that present a much more modern look. The dated UI doesn't affect performance though. It would be nice if there was an option to store tax certs in the database as well, like Avalara CertCapture.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Very positive overall experience with Vertex for over 10 years

Reviewed 4 years ago
Pros

The customer support and ease of use has been fantastic. I have had to call Vertex for support, for recommendations on doing things and for knowledge on the product. Every single person I have spoke to has been knowledgeable, friendly and quick in getting me answers. It is truly a pleasure to call support. The system is fairly user friendly and even when I forget how to do something, it is like...

Cons

There honestly is not much that I have found that I have not liked. There are sometimes outages, since we are using a cloud based product, and those do cause some orders to go through without the correct taxes being charged. If we could have less outages, or perhaps more notice when there is going to be an outage, then the product really would be perfection. It has gotten better since we first went live and they are less frequent and we do receive more notice when they know there is a repair/update needed. However, that being said, we have never had any issues when they have done upgrades, no problems noticed at all. Possibly, the outages could be more system update or hardware related.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Vertex Tax Engine Review

Reviewed 3 years ago

The Vertex program is sophisticated enough to eliminate a great deal of worry in tax application and keeping up with rate changes. Overall the software is extremely useful for a large corporation such the company I work for, however there are some nuanced tax applications that could be addressed.

Pros

The ability to make specific tax rules that apply to my company's specific industry or transactional situation. Also the ability to not have to worry about tax application in state's with a stratified tax rate being incorrect because of the automation of the Vertex tax engine.

Cons

The fact that the tax categories are not as nuanced as they could be, with options for different transactional scenarios that may affect taxability. Also the fact that one or two types is missing, such as the Service Contractor tax in New Orleans, Louisiana.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Good product

Reviewed 4 months ago

Overall I do like the product. It has so many great features that make filing returns easier. I can mostly rely on what is on the return I print out from Vertex.

Pros

I have used Vertex for 10+ years. Whenever I have an issue all I have to do is call and customer service is always there to help fix my issue. The representatives are always kind and helpful. They follow through to make sure I am happy with the product and my issues are resolved.

Cons

Sometimes the critical changes come out after I finish filing my returns resulting in a possible problem with the return. Not so happy when that happens.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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We use this for research along with reporting, billing and exemption maintenance.

Reviewed 4 years ago

Sales tax has a lot of little variances across the states, across industries and cross products. The product supports all our changes and updates in a constantly changing market. I have a lot of confidence that this software allows us to consistently bill our customers correctly. Even when there are customers out of city limits getting billed otherwise, we can send the issue to the support team and they research and provide a solution in a very timely fashion. Granted there is not always a solution but that is communicated well.

Pros

We are able to test various scenarios as we expand our product lines and add states. Designing a report that meets your exact needs is helpful when completing returns and the exemption records are neatly stored and easily accessed.

Cons

Adding customers and their certificates can be time consuming since the advanced selection tool now pulls up everything then lets you request a specific account to add to. There is also a lot of date sensitivity that blocks things versus 6.0 which just let it go. Updates to the software are making both of these issues more pronounced.

Vertex FAQs and common questions

Vertex has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Vertex supports the following languages:
English


No, Vertex does not have an API available.


Vertex offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, 24/7 (Live rep), FAQs/Forum

Common Vertex comparisons

Vertex logoTaxJar logo
VertexvsTaxJar
Vertex logoTaxCloud logo
VertexvsTaxCloud
Vertex logoTurboTax Business logo
VertexvsTurboTax Business

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