Overall Satisfaction with Vertex
We currently use Vertex for sales and use tax preparation and filing.
I personally use the EDI feature for all returns that allow it. This cuts
down my filing time by more than half for some detailed returns. I do not file
any foreign returns so that wouldn’t be an issue for me.
I personally use the EDI feature for all returns that allow it. This cuts
down my filing time by more than half for some detailed returns. I do not file
any foreign returns so that wouldn’t be an issue for me.
- Calculate tax due
- create an easy upload file for returns
- keeps updated on rate changes
- Critical changes! I feel they should be more aware of changes in the states. Sometimes we get these changes from them after we file our returns! I feel they should be up on any changes that are important for returns.
- Support is a big issue. Vertex used to be excellent with their support. When I called with a question I felt I was speaking to a professional who knows the product inside and out. Now when I call I get someone who says "That's a realy good question I will have to look into that" Then days go by before I get an answer. Sometimes I don't get an answer at all. This was not the case in prior years.
- Vertex does make it easier to file sales tax returns. As long as the data that is imported is correct I can, for the most part, rely on the return as Vertex has populated it.
For Sales tax many years ago I had used a product called Alternadev. It probably doesn't even exist anymore. It was created in someones kitchen and there wasn't much support. Other than that for sales tax I have only used Vertex.
I have used ONESOURCE but that was for property tax
I have used ONESOURCE but that was for property tax
Do you think Vertex delivers good value for the price?
Not sure
Are you happy with Vertex's feature set?
Yes
Did Vertex live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Vertex go as expected?
I wasn't involved with the implementation phase
Would you buy Vertex again?
Yes