Vertex Reviews - Pros & Cons, Ratings & more

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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.

Vertex

Web-based

Senior Application Analyst 

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.

Senior Systems Specialist

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.

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.

Tax Director

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

Consultant

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.

Project manager

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

Tax Accountant

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.

finance

The variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing.

Sales Tax Analyst

The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.

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.

Tax Manager

O-series is a very robust product. Very user friendly and intuitive.

The tax engine is mostly accurate and Vertex is responsive in resolving issues.

Heavy users of this application will find this very frustrating.

Tax Clerk

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.

Accurate tax calculations, low cost of ownership, easy to learn.

Avalara

Acceptable

Vertex review

O Series review

Easy to use

Overall, I have had a very good experience using Vertex O Series as a tool and would definitely recommend it to my colleagues.

Vertex O Series Review

Poor service

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.

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 has enabled us to expand into additional states with ease

Audit Data Integrity

Tax Product for the future

I find that every report I pull is a preprepared report. I would like the flexibility toi run custom reports utilizing all info in the data base.

Vertex O Series

Not easy to setup on some customers.  Would not recommend this for any customer that needs 24/7 operations.

Single point of failure.  If any part of the connection to Vertex is down the ERP system is unable to complete jobs.  There should be some way to cache existing Tax information locally and sync to the live data.  This way there is no way a connection can cause down time.

O Series not for all customers

We use vertex with our ERP system for the tax table updates. 

Vertex O Series is an easy to use, simple to maintain system for tax determination & calculation

Correct sales and use tax calculation for US and Canada. 

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

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.

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

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

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

Generally excellent

It makes my job much easier as I know I can rely on the best calculations out there. I don't have to worry about whether the rates are current.

Always good response from 

We've had to customize the program greatly to accommodate our business. 

Hi Chuck,

Thank you for your feedback. Vertex O Series provides robust rate and rules research that is leveraged by our clients across many industries and tax types. In addition, Vertex O Series provides a number of tools to help customers manage specifics to their business such as tax assist rules and lookup tables, user defined rules and impositions, etc. For more information on these, please contact our Product Support team. Vertex consulting or our alliance partners may also be able to help you better configure O series to fine tune your solution.

Jen Armstrong
Marketing Specialist
Vertex

The software is clunky

Hello,

We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface.

Jen Armstrong
Marketing Specialist
Vertex, Inc. 

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

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

Inexpensive and creates returns as required.

Vertex Reviews

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Pros and cons

78 reviews