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Vertex vs Drake Tax Comparison

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Overview

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.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

5000

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

349.99

One-time payment

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

77

5

4

3

2

1

35

29

13

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

4.0

97

5

4

3

2

1

51

19

9

7

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

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.
The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.
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.

Pros

All client information was saved and available in an easy to read format. Inputting information was quick and easy to save.
Great customer service, fairly easy to use and administer, diagnostic feedback and information is very helpful.
I like the tips and hot links that help you make decisions about tax returns. Also there are many features that help with filings.

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.
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.
Heavy users of this application will find this very frustrating.

Cons

This software is very difficult to use and unable to handle complex business returns. In pro-series when you receive an error message Pro.
When I did pay, it created a new portal that wrote over my existing portal. I lost 7 years of tax docs for client who uploaded directly in the portal.
Drake simply says "error on schedule. Drake does not explain the error and at times Drake references a form that is not even available on the Drake software.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review25 days ago

Key features

  • Total features27
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Address Validation
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Billing & Invoicing
  • Client Portal
  • Compliance Management
  • Consumer Use Tax
  • Corporate/Business
  • Data Import/Export
  • Data Verification
  • Document Management
  • Due Date Tracking
  • Electronic Filing
  • Exception Notification
  • Exemption Management
  • For Tax Practices
  • K-1 Reporting
  • Multi-Currency
  • Process/Workflow Automation
  • Reporting/Analytics
  • Sales Tax Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Management
  • Tax Planning
  • Taxability Verification
  • Third-Party Integrations
  • Transaction Tracking
  • Value Added Tax (VAT)
  • Total features18
  • Access Controls/Permissions
  • Accounting
  • Activity Tracking
  • Address Validation
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Billing & Invoicing
  • Client Portal
  • Compliance Management
  • Consumer Use Tax
  • Corporate/Business
  • Data Import/Export
  • Data Verification
  • Document Management
  • Due Date Tracking
  • Electronic Filing
  • Exception Notification
  • Exemption Management
  • For Tax Practices
  • K-1 Reporting
  • Multi-Currency
  • Process/Workflow Automation
  • Reporting/Analytics
  • Sales Tax Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Management
  • Tax Planning
  • Taxability Verification
  • Third-Party Integrations
  • Transaction Tracking
  • Value Added Tax (VAT)

Integrations

  • Total integrations13
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations4
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net

User reviews that mention these apps

AD
AvatarImg

Ayan D.

Leisure, Travel & Tourism, 5,001-10,000 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

vertex a perfect tax calculation engine

Reviewed 2 months ago

perfect product , accurate tax calculation

Pros

sales and procurement tax calculation, accurate tax measurement

Cons

customer response should be quicker , reporting can be enhanced

JR
AvatarImg

Jamie R.

Machinery, 501-1,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

Biggest issue is not knowing/having access to user exits when looking up issues

Reviewed 7 years ago

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.

CM
AvatarImg

Corey M.

Used weekly for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

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

Reviewed 7 years ago
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. 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.

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.

GM
AvatarImg

Gerald M.

Building Materials, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

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

Reviewed 7 years ago

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

ZP
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Zoilo P.

Events Services, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

Vertex Tax Engine Review

Reviewed 6 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.

gs
AvatarImg

graham s.

Security and Investigations, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

Generally excellent

Reviewed 7 years ago

Monthly accrual and tax returns

Pros

adaptability, web service ease of use is a great time saver for one off transaction input and testing.

Cons

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.

pb
AvatarImg

preston b.

Retail, 501-1,000 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

Vertex Cloud Review

Reviewed 6 years ago

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. The numbers never match up from what generated report says to what the numbers on the state sales tax return.

FM
AvatarImg

Faisal M.

Information Technology and Services, 201-500 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Vertex logo

Vertex

Vertex Review

Reviewed a year ago
Pros

Features are too good and easy to used..

Cons

Tax calculation can improve more into the vertex

AN
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Amy N.

Retail, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

O-Series - great for multi-state nexus retailers

Reviewed 6 years ago

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.

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Suma N.

Apparel & Fashion, 1,001-5,000 employees

Used daily for 1-2 years

Review source

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

Share this review:

Vertex logo

Vertex

Vertex O series

Reviewed 6 years ago

Great.

Pros

Tax calculations are so accurate item level.

Cons

Version updates is a bit complex process.

jw
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julie w.

Computer Software, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Vertex logo

Vertex

Needs some more development

Reviewed 6 years ago

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

BJ
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Baljit J.

Wholesale, 1,001-5,000 employees

Used weekly for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

O Series review

Reviewed a year ago
Pros

The tax rate calculations, able to test transactions.

Cons

The import/export reports are not friendly. Setting up rules not easy.

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Verified reviewer

Mechanical or Industrial Engineering,

Used other for less than 6 months

Review source

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

Share this review:

Vertex logo

Vertex

Pleased overall with Vertex O Series for sales tax processing

Reviewed 7 years ago

More accurate and detailed sales tax processing and reporting.

Pros

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.

Cons

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.

JS
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Jason S.

Used monthly for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

We use this software to update sales tax information in our back end system.

Reviewed 7 years ago

Easy to use, and obtain sales tax rate files.

Pros

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.

Cons

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.

VP
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Veronica P.

Consumer Goods, 51-200 employees

Used monthly for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

Vertex logo

Vertex

It has been ok.

Reviewed 7 years ago

Other than some kinks we are trying to work out it is very nice to have the returns already generated.

Pros

The returns already generated versus filling in the information from a spreadsheet. It is pretty simple to use.

Cons

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.

KC
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Ko Chia C.

Computer Hardware, 5,001-10,000 employees

Review source

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

Share this review:

Vertex logo

Vertex

Easy to use

Reviewed a year ago
Pros

We're using Vertex for Financial planning and tax management.

Cons

Not really anything that we don't like Vertex.

MS
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Mathew S.

Construction, 501-1,000 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

User friendly and saves company resources

Reviewed 7 years ago

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.

AN
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Amy N.

Retail, 1,001-5,000 employees

Used daily for 6-12 months

Review source

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

Share this review:

Vertex logo

Vertex

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

Reviewed 7 years ago

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.

ac
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annelies c.

Mechanical or Industrial Engineering,

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

Great product, no issues with incorrect rates. However, continued issues with invalid TAID

Reviewed 7 years ago

Correct sales and use tax calculation for US and Canada.

Pros

Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.

Cons

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.

TD
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Tara D.

Retail, 51-200 employees

Used weekly for 1-2 years

Review source

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

Share this review:

Vertex logo

Vertex

Great product overall.

Reviewed a year ago

Overall, it's a great product.

Pros

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.

Cons

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.

RJ
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Raynetta J.

Automotive, 501-1,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

O Series has enabled us to expand into additional states with ease

Reviewed 6 years ago

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.

Pros

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.

Cons

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.

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Gabriel D.

Consumer Goods, 10,001+ employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

Streamlining tax management

Reviewed 6 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.

vl
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vincent l.

Medical Devices, 501-1,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Vertex logo

Vertex

Tax Acct.

Reviewed 6 years ago
Pros

Tool calculation and tax rate, Great customer support and friendly user product

Cons

Vertex return Michigan sales discount amount was not calculated to the State amount discount.

KP
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Karen P.

Construction, 1,001-5,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Vertex logo

Vertex

Upgrade from 6.0 to 8.0

Reviewed 6 years ago
Pros

Ability to add Tax Accelerator. Easy transition from 6.0 to 8.0 for users.

Cons

To open the software and find customers or mapping it seems to take forever. This has been noticed by multiple users.

PS
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Paul S.

Retail, 51-200 employees

Used daily for 1-2 years

Review source

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

Share this review:

Vertex logo

Vertex

Vertex shines in the Reports

Reviewed 6 years ago

Easy of filing is a plus. Setting up custom tax categories has helped

Pros

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

Cons

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.