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Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications.
Drake Tax is a tax management software designed to help small to midsize accounting businesses manage returns for clients via a unified portal. It includes shortcut keys and macros, which enables tax professionals to streamline data entry operations.
Starting from
5000
Starting from
349.99
One-time payment
Pros
Pros
Cons
Cons
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User reviews that mention these apps
Ayan D.
Leisure, Travel & Tourism, 5,001-10,000 employees
Used daily for 1-2 years
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perfect product , accurate tax calculation
sales and procurement tax calculation, accurate tax measurement
customer response should be quicker , reporting can be enhanced
Jamie R.
Machinery, 501-1,000 employees
Used daily for 2+ years
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ease for filing tax returns, accuracy in applying tax rates
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.
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.
Corey M.
Used weekly for 2+ years
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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. I also like the transaction tester which provides instant sales tax quotes. The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.
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.
Gerald M.
Building Materials, 1,001-5,000 employees
Used daily for 2+ years
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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
easy to get tax jurisdiction information, tax rates, validate exemption certificates, data retrieval, set up taxability mapping
creating rules; obtaining data extracts without getting extraneous data, setting up customized taxability categories; reviewing tax mapping to categories and products
Zoilo P.
Events Services, 1,001-5,000 employees
Used daily for 2+ years
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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.
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.
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.
graham s.
Security and Investigations, 51-200 employees
Used daily for 2+ years
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Monthly accrual and tax returns
adaptability, web service ease of use is a great time saver for one off transaction input and testing.
Data update process - significant work needs be done to speed the updates re sql server. the approach used seems inefficient. Error logging levels re address cleansing failures are cryptic at best.
preston b.
Retail, 501-1,000 employees
Used daily for less than 6 months
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Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.
Fairly easy to use Nice to generate reports for specific states User Friendly Has all the taxing jurisdictions in each state outlined
How long it takes to generate a simple transaction report for a state sometimes I would not trust Vertex submitting an actual tax return. The numbers never match up from what generated report says to what the numbers on the state sales tax return.
Faisal M.
Information Technology and Services, 201-500 employees
Used daily for 2+ years
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Features are too good and easy to used..
Tax calculation can improve more into the vertex
Amy N.
Retail, 1,001-5,000 employees
Used daily for 2+ years
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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.
The application is highly customizable using user-defined tax rules in combination with the out of the box rates and tax driver matrixes.
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.
Suma N.
Apparel & Fashion, 1,001-5,000 employees
Used daily for 1-2 years
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Great.
Tax calculations are so accurate item level.
Version updates is a bit complex process.
julie w.
Computer Software, 11-50 employees
Used daily for 2+ years
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Handles all our states :) I no longer have to try and interpret the various states laws.
creates both an excel report and tax return
it took a very long time to get the bugs worked out after we started to use the program
Baljit J.
Wholesale, 1,001-5,000 employees
Used weekly for 2+ years
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The tax rate calculations, able to test transactions.
The import/export reports are not friendly. Setting up rules not easy.
Verified reviewer
Mechanical or Industrial Engineering,
Used other for less than 6 months
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More accurate and detailed sales tax processing and reporting.
From the IT perspective: Long history of integration between Vertex and J.D. Edwards EnterpriseOne. 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). From the business perspective: Having up-to-date and more detailed tax rates being calculated provides a much higher degree of confidence in reporting.
Setup of the integration with the O Series product required more custom code (UBE) development than expected. The Address Book cleanse process and outside web service (WIO) connections both presented challenges early on in the Project. Additionally, the logic to exclude transactions by listed Order Types required more customization than expected for a product generally understood to be off-the-shelf and having a long history with J.D. Edwards EnterpriseOne.
Jason S.
Used monthly for 2+ years
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Easy to use, and obtain sales tax rate files.
The Vertex cloud makes it very easy to obtain the sales tax rate files that we require for billing out of our back end system.
The only thing that we don't like is being charged a minimum fee if we do not use the software in any given month.
Veronica P.
Consumer Goods, 51-200 employees
Used monthly for less than 6 months
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Other than some kinks we are trying to work out it is very nice to have the returns already generated.
The returns already generated versus filling in the information from a spreadsheet. It is pretty simple to use.
All the little issues like sales versus use tax. It is generating two returns when we are only set up for use tax which creates filing issues with the states.
Ko Chia C.
Computer Hardware, 5,001-10,000 employees
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We're using Vertex for Financial planning and tax management.
Not really anything that we don't like Vertex.
Mathew S.
Construction, 501-1,000 employees
Used monthly for 2+ years
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accuracy of sales tax reporting and sales by state analyis
ease of use, response time to update tax rates, accuracy of reporting, ability to process a lot of data relatively quickly
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.
Amy N.
Retail, 1,001-5,000 employees
Used daily for 6-12 months
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accurate tax calculations, low cost of ownership, easy to learn
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.
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.
annelies c.
Mechanical or Industrial Engineering,
Used daily for 2+ years
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Correct sales and use tax calculation for US and Canada.
Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.
Logs are as good as unusable when you have large transaction volumes, so figuring out why something happens is a nightmare. Continued issues with invalid TAID (jurisdiction codes in SAP), we update as soon as files come out and still have many customers that requires manual updates. We have been working with support for a long time and still not a good solution. Very frustrating. Configuration in the config files on the server is not userfriendly at all. Very hard to figure out what all we have set up. Would be much better if it could sit in the Vertex O webtool. Better visibility of exemption certificates in the ERP system would be a big plus for a direct marketing company like ours.
Tara D.
Retail, 51-200 employees
Used weekly for 1-2 years
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Overall, it's a great product.
I love working the Tax Preparer Team at Vertex. They are the main reason I love Vertex. I also like how easy it is to upload tax data files into Vertex.
I wish that there was a better resource at Vertex for navigating solutions in O'Series, when it comes to resolving issues we discover along the way. Navigating the ticketing system and the various emails back and forth (only to get a mediocre answer) is quite discouraging.
Raynetta J.
Automotive, 501-1,000 employees
Used daily for 2+ years
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Before Vertex O Series, our sales tax filing process was mostly manual, gathering data and using spreadsheets to create the returns. We have tripled our tax filing jurisdictions since going on O Series and would not have been able to keep up with our growing business without Vertex. The technical support team has helped us when setting up unusual tax rules that do not come standard with the software.
O Series makes it easy to add new states to the system for collecting sales tax. Most tasks are performed on user-friendly screens and a transaction tester is provided to test updates made to O Series.
Not all of the charges we bill our customers have tax rules set up in O Series so we have to create our own rules for mapping and update the rules as tax laws change.
Gabriel D.
Consumer Goods, 10,001+ employees
Used daily for 2+ years
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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.
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.
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.
vincent l.
Medical Devices, 501-1,000 employees
Used daily for 2+ years
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Tool calculation and tax rate, Great customer support and friendly user product
Vertex return Michigan sales discount amount was not calculated to the State amount discount.
Karen P.
Construction, 1,001-5,000 employees
Used daily for 2+ years
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Ability to add Tax Accelerator. Easy transition from 6.0 to 8.0 for users.
To open the software and find customers or mapping it seems to take forever. This has been noticed by multiple users.
Paul S.
Retail, 51-200 employees
Used daily for 1-2 years
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Easy of filing is a plus. Setting up custom tax categories has helped
The Tax reports/Returns are mostly spot on. I work on 220 returns which Vertex tracks, once I understood the States layouts and how well Vertex matches each, filing has become very easy
Credits are always hard to track. 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 Being able to "void" test data would be a plus.