Vertex Features

Vertex

Proven tax technology to simplify the complex.

4.28/5 (67 reviews)

Competitor Feature Comparison

Address Validation
Approval Process Control
Audit Trail
Billing & Invoicing
Compliance Management
Consumer Use Tax
Corporate/Business
Data Import/Export
Data Verification
Document Management
Due Date Tracking
Electronic Filing
Exception Notification
Exemption Management
General Ledger
Multi-Currency
Purchase Order Management
Sales Tax Management
Scenario Planning
Tax Calculation
Tax Filing
Tax Forms
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)
Learn moreCompare App
Address Validation
Approval Process Control
Audit Trail
Billing & Invoicing
Compliance Management
Consumer Use Tax
Corporate/Business
Data Import/Export
Data Verification
Document Management
Due Date Tracking
Electronic Filing
Exception Notification
Exemption Management
General Ledger
Multi-Currency
Purchase Order Management
Sales Tax Management
Scenario Planning
Tax Calculation
Tax Filing
Tax Forms
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)
Visit WebsiteCompare App
Address Validation
Approval Process Control
Audit Trail
Billing & Invoicing
Compliance Management
Consumer Use Tax
Corporate/Business
Data Import/Export
Data Verification
Document Management
Due Date Tracking
Electronic Filing
Exception Notification
Exemption Management
General Ledger
Multi-Currency
Purchase Order Management
Sales Tax Management
Scenario Planning
Tax Calculation
Tax Filing
Tax Forms
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)
Learn moreCompare App

Vertex Feature Reviews

25 reviewers had the following to say about Vertex's features:

Paul S.

Does run smoothly and integrated with Info LN 10.4 after weeks of setup

2018-01-31

Some what affordable

Pros

Tax reports are good once the data is set up. Exports to Excel if you want to create external reports

Cons

Vertex running updates WITHOUT notice or testing causing our ERP to be down for DAYS! Reporting is weak Some Tax report forms do not match State online forms Some limits on taxability at local levels

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Traci P.

Vertex

2018-08-22

I would like the flexibility toi run custom reports utilizing all info in the data base.

Pros

Straight forward dropdowns. Easy to find customers

Cons

Would like to be able to drill down more

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
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Mathew S.

User friendly and saves company resources

2018-02-28

accuracy of sales tax reporting and sales by state analyis

Pros

ease of use, response time to update tax rates, accuracy of reporting, ability to process a lot of data relatively quickly

Cons

I wish the website was built more like pivot table formats. The filters are more of a scrolling list instead of a grab and drop function.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Pleased overall with Vertex O Series for sales tax processing

2018-03-01

More accurate and detailed sales tax processing and reporting.

Pros

Despite requiring some item data and order line type setup (including business process changes), we were able to implement in nine months (following system selection effort).

Cons

Setup of the integration with the O Series product required more custom code (UBE) development than expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
CHRIS C.

Support has been great, no issues with functionality of the software

2018-03-01

ease of use, reporting

Pros

Ease of use, functionality, ability to create reports. Ease of updating every month with the file that is sent out by Vertex.

Cons

No real issues, we have been running Vertex for many years without too many issues, all in all we have been happy with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Preeti B.

Vertex O Series

2018-08-22

very good

Pros

Easy to use and easy to configure and good customer service.

Cons

Transnational report runs slow and that is time consuming

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom W.

No title

2018-08-22

This causes delay in real performance in the tool.

Pros

The number of countries supported by the software.

Cons

Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Misty R.

Works as promised

2018-01-26

Inexpensive and creates returns as required.

Pros

Simple to use; we upload our activity and returns are created quickly and accurately.

Cons

Once you have entered a product or customer as exempt it is very difficult to undo it for that period. The reporting can be difficult to understand as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Paul S.

Vertex shines in the Reports

2018-11-20

Easy of filing is a plus.

Pros

The Tax reports/Returns are mostly spot on.

Cons

Credits are always hard to track. Sometimes Vertex applies a credit and the State does not handle the credit the same way.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
KIM D.

Vertex has taken the burden of keeping up with tax law and tax rate changes off my shoulders.

2018-02-28

Pros

It is very flexible and I can generate many different types of reports with it.

Cons

The reports do have a limit to their use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more
Corey M.

I am pleased with the software's capabilities. It automates many manual processes.

2018-02-28

Pros

I like the ability to run reports and see all of my data so I can manage it myself, in addition to taking advantage of the reporting functionality.

Cons

I think that the software could be a little easier to use and some of the tax rules, tax assist rules, and logic behind tax decisions could be made easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Joanne D.

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

2018-03-01

I have a lot of confidence that this software allows us to consistently bill our customers correctly.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
julie w.

Needs some more development

2019-02-05

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy N.

O-Series - great for multi-state nexus retailers

2018-08-22

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie D.

Excellent Sales Tax software

2018-08-22

Vertex has made this task much easier ... instead of hiring employees to continually calculate and analyze tax data for state reporting we rely on Vertex to help us calculate what we need.

Pros

We collect sales tax from 34 different states and would have to hire a team of employees to do what Vertex does for us.

Cons

The software is a little difficult to understand at first, but with each issue I learn more about the capabilities and how to handle situations within the software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
seema m.

Vertex 0 is new and simple

2018-08-22

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

Pros

reporting is awesome and I ilke the note tab too

Cons

testing should be more good . Customer support should be more proactive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric S.

A short learning curve, but once we've mastered the system, it's been a major time saver for our org

2018-02-28

Major time saver for our organization and not having to put in a major effort with our resources internally to determine tax rates in jurisdictions that we do business in ourselves.

Pros

Ability to store exempt certificates electronically in their system without needing paper copies trail and filing in our organization.

Cons

Does not work well with Firefox which is a browser our organization uses often, will often get glitchy or stop working entirely.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
preston b.

Vertex Cloud Review

2018-08-09

Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.

Pros

Fairly easy to use Nice to generate reports for specific states User Friendly Has all the taxing jurisdictions in each state outlined

Cons

How long it takes to generate a simple transaction report for a state sometimes I would not trust Vertex submitting an actual tax return.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Vaughn R.

Audit Data Integrity

2018-08-22

Pros

I recently went through two state tax audits with the period audited included data from Vertex and transaction tax data from our historical systems..the variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing.

Cons

Honestly nothing but I've never interacted with Vertex customer service as we have a dedicated financial tech team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick W.

Good product

2018-08-09

The portal works fine but lack of phone representatives leave a feeling of isolation when experiencing an issue.

Pros

Cloud portal is easy to navigate and clear to understand.

Cons

Nothing at this time, interface was easy to navigate.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Janet Y.

Wonderful customer support for helping me to get through how to use this software.

2018-01-26

Pros

Real time updated sales and use tax rate saves us a lot of time to search online.

Cons

Not clear which part is not in the subscribing package and need to pay extra cost. There's no criteria for deciding if out-of -state business needs to pay sales and use tax or not.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Gabriel D.

Streamlining tax management

2018-12-26

It has really helped streamline tax calculations for our accounts and creating tax rules is a breeze.

Pros

Vertex does a great job of calculating tax rates for my company's account and implementing tax rules.

Cons

The UI is quite dated in my opinion.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Azra Khairis M.

Vertex O v8 better than STQ v4

2018-08-27

Pros

Installation and configuration is easy to deploy.

Cons

Integration with SAP ECC is a bit complicated and not straightforward. GUI interface for Vertex Central should be redesigned for simpler navigation access maybe like SAP FIORI?

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Gerald M.

Use almost daily to check exemption certificate status and/or pull data extracts

2018-02-28

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 10001+ employees)

Must have product for Large enterprise

2019-07-23

Great experience overall for a large enterprise in automating the tax engine seamlessly, the O series has been more comprehensive than the past series.

Pros

Great piece of tax software for SAP users Very seamlessly use across the board Updated are great Saves tons of time and money on audit and overall efficiencies

Cons

More global support Support for all types of taxes across the globe so large enterprises have on tax solution

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Vertex


Dear Vertex O Series Customer,

Everyone at Vertex appreciates it when a customer takes the extra time to write such a great review! Thank you for providing your feedback of Vertex O Series on Capterra.

Jen Armstrong
Digital Marketing Specialist
Vertex Inc.

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