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Vertex

Score8.8 out of 10

290 Reviews and Ratings

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What is Vertex?

Vertex provides software for indirect tax determination, e-invoicing, reporting, and filing, along with exemption certificate management. Its Vertex Cloud platform and Vertex O Series tax engine connect to enterprise systems and apply one set of tax decisions to transactions, so the figures on an invoice, a return, and an audit response agree. Vertex, Inc. has focused on indirect tax and compliance since 1978.

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Categories & Use Cases

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Screenshot of Vertex dashboard

Screenshot of Vertex dashboard

Vertex Key Features

Learn about the best (and worst!) features Vertex has to offer, as determined by TrustRadius' reviewers.
Based on 290 ratings of Vertex's features
View all Vertex features

Top Performing Features

  • Sales and Use Taxes

    Software is capable of calculating and filing sales and use taxes.

    Category average: 9

  • 3rd-Party Software Integrations

    Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

    Category average: 8.1

  • Tax Data Reporting

    Ability to export transaction data for tax filing.

    Category average: 8.2

Areas for Improvement

  • Complex Tax Scenario Management

    Ability to automate handling of tax holidays and other anomalies.

    Category average: 7

  • Cross-border Taxes

    Software is capable of calculating and filing taxes, such as customs, across countries.

    Category average: 7.8

  • Energy and Fuel Taxes

    Ability to calculate and manage energy and/or fuel taxes.

    Category average: 8

Who Buys & Uses Vertex

Vertex Reviews

What users are saying about Vertex.
View all Vertex reviews

Pros

  • Automated updates for tax rates and rules
  • Real-time tax calculation for high-volume transactions
  • Seamless integration with existing ERP systems (e.g., SAP S/4 Hana)

Cons

  • Challenges with tax reporting and filing reliability, especially for country-based reports
  • Persistent date defaulting behavior requiring manual correction upon login
  • Lack of streamlined features for completing and submitting exemption certificates within the system

User-Friendly Products That Deliver Value

Verified User
Manager in Finance and Accounting (501-1000 employees)

Use Cases and Deployment Scope

We use for AR & AP transactions which include PO transactions. US Sales & Use tax calculations and CAD sales tax calculations.

Pros

  • Customer Service
  • Consulting Team
  • Partner with you to understand your companies need regardless of your size.
  • Vertex removed the annual consulting agreement as an option which is a disappointment however I was fortunate that I connected with the head of the customer service department that listened and approved my contract for me. This went FAR and really appreciated the customer service to obtain the flexibility I required.

Cons

  • Make sure updates are fully vetted before releasing. I am noticing issues I spent hours fixing previously to be undone during a new release. Then a new release is completed to fix it. This appears to be more so with the Plus Tools that this is occurring.
  • Aggressive with their collections, the 1st day a bill is due sending numerous emails looking for payment. It's usually ends of being a timing issue between banks.
  • Flexibility with their consulting contracts as not all companies are large with lots of money to spend and commit for more than a year can be a challenge. I have been fortunate that I connect with the right person at Vertex Exchange and she listened and worked with her personnel internally. It meant a lot Vertex worked with me!

Return on Investment

  • Reduce the time required to complete AR processes by leveraging the FlexRFC AR tool
  • Reduce the number of open applications by leveraging the Flux Builder tool.

Usability

Alternatives Considered

One Source and Avalara

Other Software Used

Vim, SAP Cloud ERP (SAP S/4HANA Cloud)

Longest Vertex User

Verified User
Director in Finance and Accounting (1001-5000 employees)

Use Cases and Deployment Scope

Vertex O-Series is currently being used for Sales Tax Compliance for our US Equipment Finance business as well as manual use tax reporting. We are currently in the process of implementing the Use Tax module in conjunction with a Workday implementation. We also use indirect returns for reporting US and Canadian Sales tax.

Pros

  • In 44 years of using Vertex I have not been assessed for a rate error.
  • Monthly updates are released on a timely basis.
  • Any errors in updates are corrected quickly with a description of the error.

Cons

  • Expand Address cleansing to include USPS mailing address
  • Add Additional Flex Fields for O-Series for Leasing.
  • Hold more regional User group meetings.

Return on Investment

  • Implementation of Vertex Indirect Returns on Demand helped to absorb the loss of an employee, resulting in a 50% reduction in time required to file monthly sales tax returns.

Usability

Vertex Review by Everyday User

Incentivized
Ruthann Groves
Sr Tax accoutant in Corporate at Azuria Water Solutions (5001-10,000 employees)

Use Cases and Deployment Scope

We use Vertex to support both sales and purchase transactions, US Sales Tax and US Use tax.

Pros

  • The Vertex system is user friendly- when I have questions or run into any issue the Help Desk is always there to assist- very grateful for the help!
  • The system is reliable and keeps us up to date with any changes in tax rules/tax rates so this makes our jobs easier.
  • Communication and inclusion- Vertex does a great job on this- with the user groups and the Vertex Exchange, you get to interact with Vertex employees along with other users like yourself. You learn ho other companies are handling tax situations, and get ideas on what we can incorporate into our work to help get better results.

Cons

  • When I first sign into Vertex- the date defaults to like March 2025. So each time, I have to change to the current date.
  • In using Procurement, sometimes I find it difficult to match up what we are purchasing to the correct coding or sometimes we get accruals- because of the wrong setup, some are our user errors also.... We do lots of accruals reversals.
  • Those are the only two I can think of...

Return on Investment

  • The Vertex system helps us stay in tax compliance, so we have less liability when audited.
  • In using Vertex on the procurement side- there is more visibility to what the vendors are charging the company in tax, if a purchase is being overtaxed...or undertaxed. This is still a work in progress for us with all of our users.
  • That's all I can think of...

Usability

Vertex as Value for Money

Incentivized
Vijay VaidyaView profile
Associate Director ERP and Tech lead in Information Technology at Alexion Pharmaceuticals Inc (5001-10,000 employees)

Use Cases and Deployment Scope

We use Vertex for VAT and US Sale tax. VAT is used for all transaction related to EMEA transaction ( Sales and Purchase). US sales tax is used for US and Canada only for Sales trnasactions

Pros

  • Tax rates and changes are automatically update as and when changes are effective in multiple countries
  • Vertex support mechanism is very good, any issues or tickets are handled well within the timelines
  • Integration of the Vertex system with ERP system is also very good

Cons

  • Vertex can do well in Tax reporting
  • Vertex needs to improve the country based Tax filing reports. We still rely on Tax Specialist to file the returns

Return on Investment

  • We had implemented Vertex in 2016 and have upgrade the system twice . The ROI has accomplished in 2019
  • The indirect tax team managing tax has been reduced from 10 person to 2 person.
  • The Technical team supporting the system has been reduced from 5 to 2

Usability

Alternatives Considered

Avalara and Thomson Reuters ONESOURCE

Other Software Used

Edicom, Thomson Reuters ONESOURCE, SNI, Coupa, BlackLine

Vertex Makes Me Look Good & Makes My Job Easier!!

Incentivized
Josephine Koziol
Global Tax Analyst in Finance and Accounting at Isagenix International (201-500 employees)

Use Cases and Deployment Scope

Isagenix uses Vertex as their primary tax solutions engine. Types of transactions are: E-Commerce Retail Sales Transactions Tax Types. Isagenix markets are Global: US SUT; AU, NZ, CA GST: EU VAT

Pros

  • Accuracy of tax determination to jurisdictional level
  • Address Cleansing
  • Report generation - easily created and understood
  • Ability to create tax rule changes
  • Simple Exemption Certificate record creation
  • Contracted with Vertex Managed Returns for US & CA reporting
  • Contracted with Vertex EU Managed Returns for NLD, ES, IT reporting
  • Simplicity of managing Drivers & Mappings
  • Vertex University
  • Vertex Annual Exchange

Cons

  • Log Files Area - Ability to search for a sales order in real time rather than pulling several files to find one sales order - this will help during live testing rather than waiting until the sales order is posted to the database.

Return on Investment

  • Due to the vast Vertex tax determination solution Isagenix has reduced its tax risk upon audit - especially with larger markets such as California, Washington & Canada
  • Isagenix has invested in educating their staff at Vertex Exchange and Vertex Learning
  • Vertex customer service and knowledge of their IT specialists has assisted Isagenix in launching new countries & jurisdictions

Usability

Alternatives Considered

Sovos Intelligent Compliance Cloud and Avalara

Other Software Used

Sovos Intelligent Compliance Cloud

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