What users are saying about
8 Ratings
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Top Rated
152 Ratings
8 Ratings
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Score 6.5 out of 100

Vertex O Series

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Top Rated
152 Ratings
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Score 8.7 out of 100

Likelihood to Recommend

ONESOURCE

ONESOURCE is well suited for organizations that want to maintain their compliance efforts within a single platform. Most of the software looks and operates in a similar manner, which makes it easy to navigate and integrate yourself into additional products. Additionally, the ONESOURCE platform is a great platform for anyone looking for a provider that stays on top of tax law changes and will quickly integrate the changes into their product.
Anonymous | TrustRadius Reviewer

Vertex O Series

Works well with SAP and is an all-round best choice for enterprise level sales and use tax requirements. Pricing can be a barrier for some organizations, and it’s not a product that you can license and configure on your own, you’ll need to budget for consulting and testing. Would like to see Vertex become more active in addressing use tax challenges posed by newer P2P systems, like Coupa, that don’t directly integrate with Vertex, and in fact create gaps in the accuracy of use tax accruals. Since Coupa pretends this is not an issue, I want Vertex to step up with a solution for tax departments who have to find workarounds for P2P software that operates in a vacuum.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Type of tax

ONESOURCE
1.0
Vertex O Series
8.1
Sales and Use Taxes
ONESOURCE
1.0
Vertex O Series
9.2
Cross-border Taxes
ONESOURCE
Vertex O Series
7.7
VAT / GST Taxes
ONESOURCE
Vertex O Series
9.1
Energy and Fuel Taxes
ONESOURCE
Vertex O Series
6.6

Tax Reporting & Compliance

ONESOURCE
2.5
Vertex O Series
8.8
Geolocation for Tax Assessment
ONESOURCE
1.0
Vertex O Series
8.8
3rd-Party Software Integrations
ONESOURCE
1.0
Vertex O Series
8.3
Tax Data Reporting
ONESOURCE
7.0
Vertex O Series
8.8
Compliance Administration Management
ONESOURCE
5.5
Vertex O Series
9.2
Tax Exemption Processing
ONESOURCE
1.0
Vertex O Series
8.9
Tax Document Management
ONESOURCE
1.0
Vertex O Series
8.9
Complex Tax Scenario Management
ONESOURCE
1.0
Vertex O Series
8.7

Pros

ONESOURCE

  • ONESOURCE allows for easy implementation. We were able to implement the product in a few weeks.
  • ONESOURCE provides detailed records that provide support for the groupings on the tax return. This will assist in providing documentation to auditors in a timely fashion.
Anonymous | TrustRadius Reviewer

Vertex O Series

  • The content is very detailed and helps companies make the correct indirect tax decisions.
  • The interfaces that O Series has with the major ERPs as well as the smaller ones gives it an advantage in the marketplace.
  • The user interface is very intuitive and easy to use.
Anonymous | TrustRadius Reviewer

Cons

ONESOURCE

  • ONESOURCE absolutely needs to restore their TIN Matching feature. Not having a TIN Matching feature is huge and needs to be addressed immediately.
  • The software interface itself is outdated and clunky. It is way behind in terms of user-friendliness and convenience. Additionally, it is only compatible with Internet Explorer. ONESOURCE is literally the only reason I would ever access Internet Explorer which is notably slower and more prone to freezing than Google Chrome or Safari. A good portion of our business uses Macs which means they are SOL on accessing ONESOURCE.
  • The ability to look at multiple tax years for a single recipient would be huge. Currently, if a recipient asks us to pull three years of data, this means three different searches within each year's ONESOURCE instance. It's tedious and could be improved.
Anonymous | TrustRadius Reviewer

Vertex O Series

  • We had a problem one month and needed to back out some data and it didn't seem like Vertex was well-equipped to do this. Ultimately I had to figure out a work-around as Vertex wasn't helpful in this instance.
  • It feels like I'm not using the majority of tools available to me. Of course that's on me to learn more about the product, but I feel like training could be pushed a bit more.
Eric Larsen | TrustRadius Reviewer

Likelihood to Renew

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 8.5
Based on 3 answers
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
Lillian Zakos Paquette | TrustRadius Reviewer

Usability

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
Overall Vertex is easy to use and in most cases intuitive for the user once trained
Lillian Zakos Paquette | TrustRadius Reviewer

Reliability and Availability

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
We rarely have Vertex outages or application errors since the software sits out our servers
Lillian Zakos Paquette | TrustRadius Reviewer

Performance

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
Reports running in a timely time depending on the size and data requested. Vertex does interface with our ERP system and we do not see any slow down between the systems even when a large amount of documents are being sent over through the interface
Lillian Zakos Paquette | TrustRadius Reviewer

Support Rating

ONESOURCE

ONESOURCE 5.5
Based on 2 answers
Often times they never respond to emails. Ignored us until we threatened to cancel one of their products.
Anonymous | TrustRadius Reviewer

Vertex O Series

Vertex O Series 7.5
Based on 22 answers
We have had an outside accounting firm assist with the set-up, implementation and post go live work. The several times that Vertex has needed to be contacted, they have been helpful in resolving issues as quickly as possible. The monthly updates are done timely and efficiently by our IT team.
Howie Sussman MBA, MST | TrustRadius Reviewer

In-Person Training

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
The training was sufficient. As I became more seasoned user I learned many tricks using the system. 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.
Lillian Zakos Paquette | TrustRadius Reviewer

Online Training

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 7.3
Based on 1 answer
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.
Lillian Zakos Paquette | TrustRadius Reviewer

Implementation Rating

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
The implementation went relatively smooth, we spent months several months prior to the installation preparing and research the taxability of the products we buy and sell
Lillian Zakos Paquette | TrustRadius Reviewer

Alternatives Considered

ONESOURCE

Sabrix/Onesource provides truly global content - Vertex is not there yet. If a business operates in US only, both Sabrix and Vertex would be good choices.
Anonymous | TrustRadius Reviewer

Vertex O Series

We looked at these systems and they had good functionality much like O Series. We found that there were no certified interfaces available between them and Lawson SE. We did not want to write our own interface so we went with O Series.
Jack Schaffer | TrustRadius Reviewer

Scalability

ONESOURCE

No score
No answers yet
No answers on this topic

Vertex O Series

Vertex O Series 8.2
Based on 1 answer
Overall I'm happy with the product
Lillian Zakos Paquette | TrustRadius Reviewer

Return on Investment

ONESOURCE

  • Without the use of ONESOURCE Transfer Pricing, we wouldn't be able to turn out transfer pricing documentation on our own. We have approximately 125 transfer pricing reports a year that require preparation, and outsourcing those at $15-25,000 a piece isn't feasible. We pay less than $50,000 annually for ONESOURCE Transfer Pricing and can now turn out as many reports as we need for a flat fee.
  • ONESOURCE BEPS Action Manager ("BAM") allows us to prepare both our Country by Country Report and our Master File in house. We had received quotes from accounting firms in the range of $100-200,000 annually for a Country by Country Report and $50,000 for a Master File annually. For a $20,000 investment annually in BAM, we can complete both in house.
Anonymous | TrustRadius Reviewer

Vertex O Series

  • Most significantly, the ROI for us was the reduction in audit costs and assessments from a variety of state and local audits.
  • Vertex allows for consistent opportunities to improve our business processes which help us reduce exposure for audits.
  • The support team for Vertex has been great at helping us work out any issues that we are unable to correct within our organization. This allows us to continue using and have confidence that the system will work when we need it to.
  • The past year, there have been several times that have Vertex On-Demand has gone down and hasn't worked at all. This has a severe personnel cost to sit around until the system is up and running again. There is not really anything in our SAP environment that can be done without Vertex working.
Collette Brown | TrustRadius Reviewer

Pricing Details

ONESOURCE

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Vertex O Series

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ONESOURCE
6.0
Vertex O Series
8.7

Likelihood to Renew

ONESOURCE
Vertex O Series
8.5

Usability

ONESOURCE
Vertex O Series
8.2

Reliability and Availability

ONESOURCE
Vertex O Series
7.3

Performance

ONESOURCE
Vertex O Series
7.3

Support Rating

ONESOURCE
5.5
Vertex O Series
7.5

In-Person Training

ONESOURCE
Vertex O Series
7.3

Online Training

ONESOURCE
Vertex O Series
7.3

Implementation Rating

ONESOURCE
Vertex O Series
8.2

Scalability

ONESOURCE
Vertex O Series
8.2

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