Vertex - robust program with a lot of features
July 17, 2023
Vertex - robust program with a lot of features
Score 10 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
We primarily use Vertex to support our sales transactions. Vertex calculates our US Sales and consumers use tax. We also use it for all foreign VAT tax. All of our sales tax exemption certificates are handled with in the Vertex system as well.
- Keeps up on the tax law, frequently updating they system to reflect changes.
- Vertex has great reporting capabilities that enables us to use data for trends in purchases, managing licensing requirements, and carries over into the income tax reports for apportionment requirements.
- Innovative - continually improving their processes, including feedback from customers to develop the next new tool to make tax calculation and reporting easier.
- Some of the reporting tools are only usable to those on the Cloud platform.
- A lot of the import/export/ and monthly reporting processes could be automated.
- While this is minor - the app is missing some features that would add convenience. For example, the ability to choose multiple reports to delete at once. Currently you can delete one report or all reports - but can't choose a group. You can't create groups or favorites in your profile. If I'm running reports for my US tax, I have to go through the entire list. There isn't a shortcut that allows me to only access those reports.
- We switched to using Vertex for our foreign transactions and this has saved a minimum of 32 hours of manual tracking and prep monthly.
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?
I wasn't involved with the selection/purchase process
Did implementation of Vertex go as expected?
Yes
Would you buy Vertex again?
Yes