Vertex O Review
April 21, 2023
Vertex O Review
Score 8 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
We use Vertex O series globally for tax determination and tax calculation on sales transactions and tax validation on purchase transactions. This includes sales tax in the U.S. and VAT/GST globally. We also use Vertex Returns and Vertex Cloud Compliance solution for automation our tax return preparation process.
- Tax determination and calculation on AR transacitons
- Managing different type of customer exemptions in O Series
- Automation of U.S. sales and use tax returns
- Provides a solution that is business user friendly (lowers reliance on IT for tax setups)
- Automation of global VAT/GST returns (O Series and VVC are not compatible and many setups are needed in VVC to map data from O Series to returns in VVC)
- Solution for India GST (Our understanding is that currently Vertex O series cannot be used with Oracle r12 in India)
- Ability to centralize oversight of global tax determination, calculation and compliance within a small tax team.
Do you think Vertex delivers good value for the price?
Yes
Are you happy with Vertex's feature set?
Yes
Did Vertex live up to sales and marketing promises?
Yes
Did implementation of Vertex go as expected?
Yes
Would you buy Vertex again?
Yes