Likelihood to Recommend If you have a programmer and are willing to let them learn the system and want software to function the way you run your business this may work well. If you do not have a programmer on staff and are willing to change your business to match the software but think in the future you may wish to modify your ERP software this may work out well. If you want something you can modify quickly this is not a good choice. If you do not wish to modify the code nor your business practices an evaluation would be required. It does allow substantial modifications, but there are areas it may not fit with your business so well. It is possible that Intuitive may happen to make the options you require available in the future.
Read full review Vertex is pretty diverse in that it can support large or small organizations. If you're looking for a robust tax calculation engine then Vertex is a great option. It offers the sales and use tax calculations, reporting that supports all tax types and that can be used organization wide, and the ability to prepare the required sales tax returns. They keep up on all the tax rules so you don't have to and their customer service is good as well. At this point I've not found a reason that it wouldn't be suited in a tax environment.
Read full review Pros Easy to Use Low Maintenance Flexible and modifiable Read full review Vertex does a great job of building in-house industry expertise (leasing in our case) so they truly understand the tax technical and compliance obstacles we face day to day. Vertex actively solicits for and responds to customer feedback on development and product roadmap suggestions. The Leasing users group is an example where Vertex takes an active role in communicating with and taking feedback from our industry. Vertex tax updates are very timely and thorough, which makes the compliance process less stressful for our team. Read full review Cons Documentation. The design of en extensible system works well once you figure it out. Some things can be tricky and time consuming. They provide no support for customizations. I can understand not wanting to help write specific custom code, but they refuse to even tell anyone what a method on a base class does unless you pay them $200 an hour. Their proprietary design can cause modifications to take longer. If you use one of their forms you can not load it, you must call their launch function and put you code in the "Execute" method. If they were more standardized the documentation issue would not be so bad. Read full review Reporting: Vertex VAT Compliance is not fully ready to support all EU country's requirements. Data storage. Online reporting in VVC: many countries require to report VAT Declaration in an electronic way. This function is still missing for some of the countries from VVC. Read full review Likelihood to Renew We have a lot invested in this from user education to customizations. It would be hard to justify the cost for changing.
Read full review We are satisfied with the overall performance of Vertex. The software has provided my company with many efficiencies. We have shorted our audits and found that many audits are happy that we are using Vertex to calculate our taxes. We no longer need to worry about updating our rates each month since Vertex sends us a file to upload
Read full review Usability We have very complicated tax rules for our business, which took some time to set up in Vertex's software, but now it is running almost perfectly smoothly, but there are still sales orders that we need to go in and check the difference in sales tax since we are using two different systems. Without being in two different systems I wouldn't see any need for manual adjustments to sales orders
Read full review Reliability and Availability I have always felt VERTEX support was available when needed, and I have felt comfortable calling in some heavy hitters when needed
Read full review Performance Our Vertex performance is good, although we are now experiencing Error 502 when adding additional data points to our transaction tester single tests. At Exchange, I was told to reach out to support....that most likely the On Demand system needed some additional CPU resource added. I have a currently open ticket, that has not yet been fixed on this matter
Read full review Support Rating I cannot speak from personal experience, but our IT staff has found contacting Vertex support staff to be challenging. One coworker has gone through several support tickets because he was an unrecognized contact. He has also expressed frustration that communication with support staff is conducted solely by email, drawing out issues over an extended length of time that could be more easily resolved by a brief phone call.
Read full review In-Person Training By training I'm referring to our engagement with Vertex Consulting's professional services group. Each person on the engagement had prior leasing industry tax experience and most if not all used O Series before joining Vertex. Consultants with industry specific tax experience provide so much more than just "training". They are able to engage in deep tax technical discussions with actual experience while in private practice. This coupled with having visibility to how numerous other leasing peers approach similar tax issues is a huge plus on top of the standard training.
Read full review Online Training Vertex has offered multiple webinars for the products we have purchased that are informative and helpful. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.
Read full review Implementation Rating The implementation is challenging, make no mistake but will provide much value over time. Make sure you have full support of IT and your major stakeholders in your company. I found that while many people claimed to understand tax was important, they had no idea how deep tax in entrenched throughout the lease life cycle.
Read full review Alternatives Considered We select Aptean 19 years ago, most of the other SMB packages back then no longer exist. While we have discussed whether to consider other ERP systems here an there over the years we have always come back to the fact that our existing ERP system is well established and easy enough to maintain, and is cost effective
Read full review 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
Read full review Scalability There needs to be a time-consuming setup both in the Enterprise Resource Platform and in Vertex and the related tools as well but once this is all established, Vertex is very proficient at calculating Sales and Use Tax in the USA and in Canada with GST/HST, as well as several of the provinces where we are located. As we added plants in different jurisdictions via greenfield expansion and aquisition, Vertex was able to integrate those as long as the tax department is fully informed of the system.
Read full review Return on Investment Runs well without a ton of support One server license required for site, can run several businesses Concurrent licensing keeps costs down for global business Read full review We use Vertex on a monthly basis to see if tax has been over-accrued or over-charged on invoices. We do save tax every month using the tool. Not at liberty to share too much more - the technology does assist the human efforts. Read full review ScreenShots