Lever vs. Vertex

I think Lever is great for any sized company, but especially strong for smaller, growing teams. It's a very simple system, but clean, sleek, and very useful in any scenario. They have great support whenever you need it so those with smaller HR or People teams could easily benefit from their help. Can't think of too many scenarios where Lever wouldn't be well-suited, but maybe once you grow to International growth and hiring, it may be better to have a more Enterprise style business, set up for larger scaling.

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I have used Vertex since the very beginning of my career. I have always found the information clear, and easy to use. The documentation to use the product was thorough. We file returns in all 45 states that have sales / use taxes and having the ability to import data, key additional data in and print out a signature ready return has made life easy. I've never wanted to look at any other return preparation software as none of them come close to the product that Vertex created.

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• Great integration: Keeps a list of Outlook email communication along with LinkedIn and other data sources
• Is fairly lively, not too much lag between screens even though it is looking through a lot of data.
• Has excellent reporting on how well each email message is working.

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• 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.

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• [In my experience,] terrible customer support - pay more to get less...
• Integrations are spotty and can break without reason
• Lever has so much potential, but their Roadmap is lacking in ways that will really help customers succeed
• Focuses on the number of candidates and not the company's need to build talent in a cost effective, data driven and collaborative way
• Overpromised and underdelivered in [the] capability of the tool. [I believe that you should] not trust your sales team.

• 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.

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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

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It isn't difficult to use for the applicant processing, but [I feel] if you want to pull reports or use their tools, good luck!

Vertex itself is very good software. Its tax calculation is very accurate, and there should be no doubt whether Vertex is calculating the tax. Customer support is also good, and the response is quick. The updates are also good and easy to understand, making this an excellent application.

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I have always felt VERTEX support was available when needed, and I have felt comfortable calling in some heavy hitters when needed

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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

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What support? - Add a ticket and get links to [I believe] their unhelpful user guide. Add a charge if you want better support - afterward just got those links faster...

Level 1 support has always been kind and understanding but times they do not always provided the technical help sometimes their response or protocol is not related. I feel that I have to beg for a developer to look over my issue. On the other hand, there have been times a Level 1 support person has taken the time to research my issue and provide valid feedback & solution

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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.

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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.

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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.

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Lever is comparable to Greenhouse in its basic recruiting functions. I have found it to be WAY better than Bullhorn (clunky and overly-complicated with a very dated and non-intuitive interface) and Jazz HR (slick and pretty, but limited in its functions). The best ATS I've used is the proprietary tool at Meta, but alas, that tool is for internal use only

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In comparison specifically with Avalara, Vertex is better in every way. It is much more customizable and allows us to change the way our tax software is set up for our business needs. Avalara is much more constricted, and is using the SST system which can allow for simplified returns, but in our case was causing more problems. Avalara is also much more expensive than Vertex, for less capabilities. Vertex' customer support is much stronger than Avalara's, as they are focused on obtaining and retaining customers whereas Avalara was continually trying to find ways to get money from us

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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.

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• Lever provides an enormous ROI by getting us in front of the right candidates that are going to make us more money and more successful as an org.
• I think that both the quality and quantity of new hires has gone up ever since we started using lever and involving the entire org in the process.
• It also saves us a lot of time because we don't need to send referrals via email, while saving/attaching resumes and such.

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Independently Invited by TrustRadius

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• 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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info