Overall Satisfaction with Vertex
- tax rate updates are timely
- customer support does a good job with inquries
- MSO tax compliance team is amazing
- exporting our company specific tax matrix from O Series
- canned reports within O Series
- flow chart of where to find things in O Series portal
- positive - as we are tax compliant
- O Series - keeps the tax classification up to date
- negative - PLUS Tools are additional cost
Once setup the software is user friendly.
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?
Yes
Would you buy Vertex again?
Yes
Vertex Feature Ratings
Using Vertex
2 - Only the individuals in the tax department use Vertex
1 - Definitely need knowledge about sales and use tax. I feel you need to be very technical and understand coding to setup rules etc.
- sales tax rates
- address verification
- implement tax exemption certificate
- implement Vertex for purchases
Evaluating Vertex and Competitors
Vertex Implementation
- Implemented in-house
- Third-party professional services
We used the Vertex implementation team to implement Vertex and used in-house technical individuals as little as possible. The implementation is a huge time-burden for which we do not have resources in-house.
Yes - Vertex provided the breakdown schedule
Change management was minimal
- in-house expertise
- time for testing
Vertex Support
Pros | Cons |
---|---|
Knowledgeable team Kept well informed Immediate help available Support cares about my success Quick Initial Response | Slow Resolution Problems left unsolved Need to explain problems multiple times |
Premium support was not purchased. The annual software license is very expensive, to spend additional money for support is not feasible or in the budget.
Using Vertex
Pros | Cons |
---|---|
Like to use Well integrated Consistent | Slow to learn Cumbersome Feel nervous using |
- looking up tax rates
- creating a test order
- running reports
- determining setup for enterprise
- setting up exceptions
- determining what reports are available