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https://dudodiprj2sv7.cloudfront.net/product-logos/ps/eu/5JFG6BN0Q3TA.JPEGWorks great!We use Vertex Cloud to process our sales tax returns. It is currently only being used in our Finance Department by two of our employees. It saves us the time of creating our own sales tax returns by generating the returns for us.,Simple to use. Returns are generated quickly. Inexpensive.,Reporting is difficult to understand. The system will generate returns for both sales and use tax when we are only set up for one tax in the system. It takes too long to save a customer exemption certificate.,8,Accurate tax calculations Inexpensive Easy to use,ADP Workforce Now, QuickBooks Enterprise SolutionsVertex Gets it Done. Right Fit For the Right WebsiteThis cloud service is used to calculate the sales tax on the orders that we have on our website. Also, this service is used to file sales tax returns in multiple states. With this, it also gives us a funding report and lets us know what funds are required to go where at the conclusion of each period.,The calculation of sales tax - Vertex does this on the fly when you set up your products correctly on Vertex. It is used to collect the correct amount of sales tax to charge the customer. The filing of your tax return - They complete this on a monthly basis for us, as we have the premium option. This saves time at the end of the month when it is time to file these reports. Easy to navigate dashboard - All the information is easily accessible on your online dashboard.,Pricing - There are other services out there that charge a lot less - particularly to a website such as ours that has a low volume of sales per month (about 200-300 per month). The fixed cost they charge is too much for low volumes. They charge extra for live phone support. Only email support. Although during the onboarding process I was able to get phone calls, you have to resolve your issue with email and not with a live person on the phone. Reporting could be better in the way that you can not easily find the apportionment of your sales. (But it can be done).,7,I'm sure I could find someone to file this for the cost that Vertex charges (about $500-$800 per month). So I would say the ROI is minimal. Again fact is magnified by the fact that we do not do 1000s of transactions per month; this cost would be mitigated. You need to pay sales tax as this service helps us maintain compliance, and file our taxes. No one likes a sales tax audit. This lets us concentrate on other aspects of our online business. The cost per transaction cuts into our bottom line as one of our largest cost of selling online.,TaxJar,Oracle JD Edwards EnterpriseOne, QuickBooks Pro, Microsoft Access,Reporting Filing Taxes Paying Taxes,Apportionment of sales Setup (They help you--- but still takes time) To change filing in one state,9
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Vertex Cloud
10 Ratings
Score 7.5 out of 101
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Vertex Cloud Reviews

Vertex Cloud
10 Ratings
Score 7.5 out of 101
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April 09, 2018

Vertex Cloud Review: "Works great!"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Vertex Cloud to process our sales tax returns. It is currently only being used in our Finance Department by two of our employees. It saves us the time of creating our own sales tax returns by generating the returns for us.
  • Simple to use.
  • Returns are generated quickly.
  • Inexpensive.
  • Reporting is difficult to understand.
  • The system will generate returns for both sales and use tax when we are only set up for one tax in the system.
  • It takes too long to save a customer exemption certificate.
It works great for generating accurate sales tax returns in a timely manner.
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January 02, 2018

Vertex Cloud Review: "Vertex Gets it Done. Right Fit For the Right Website"

Score 7 out of 10
Vetted Review
Verified User
Review Source
This cloud service is used to calculate the sales tax on the orders that we have on our website. Also, this service is used to file sales tax returns in multiple states. With this, it also gives us a funding report and lets us know what funds are required to go where at the conclusion of each period.
  • The calculation of sales tax - Vertex does this on the fly when you set up your products correctly on Vertex. It is used to collect the correct amount of sales tax to charge the customer.
  • The filing of your tax return - They complete this on a monthly basis for us, as we have the premium option. This saves time at the end of the month when it is time to file these reports.
  • Easy to navigate dashboard - All the information is easily accessible on your online dashboard.
  • Pricing - There are other services out there that charge a lot less - particularly to a website such as ours that has a low volume of sales per month (about 200-300 per month). The fixed cost they charge is too much for low volumes.
  • They charge extra for live phone support. Only email support. Although during the onboarding process I was able to get phone calls, you have to resolve your issue with email and not with a live person on the phone.
  • Reporting could be better in the way that you can not easily find the apportionment of your sales. (But it can be done).
Does Vertex do its job, and do its job well? Yes. But the truth of the matter is that Vertex Cloud is a system, and it will run the way it is programmed. The system is programmed great. My only spiff is that we can find the same systems out there at a more competitive rate. Bottom line is that yes it works correctly and I haven't had a problem but... I would tell my colleagues to also look at other options when looking for a sales tax solution.
Read Timothy Rowe's full review

Feature Scorecard Summary

API for custom integration (2)
9.0
Plug-ins (2)
9.0
Dashboards (2)
9.0
Standard reports (2)
7.0
Electronic tax filing (2)
9.0
Self-service portal (2)
7.5
Configurable Accounting (2)
7.5

About Vertex Cloud

Vertex is a leading provider of tax technology and services, helping to enable companies of all sizes to realize the full strategic potential of the tax function by automating and integrating tax processes, while leveraging advanced and predictive analytics of tax data.

Vertex Cloud Indirect Tax promises to help simplify and streamline the calculation and reporting of sales and use tax, improve audit performance and reduce tax risk for your business. That means faster startup, reduced (or eliminated) IT support needs, and accelerated access to continually expanding features and functionality.

Vertex Cloud Features

General Ledger and Configurable Accounting Features
Does not have featureAccounts payable
Does not have featureAccounts receivable
Does not have featureCash management
Does not have featureBank reconciliation
Does not have featureExpense management
Does not have featureTime tracking
Does not have featureFixed asset management
Does not have featureMulti-currency support
Does not have featureMulti-division support
Does not have featureRegulations compliance
Has featureElectronic tax filing
Has featureSelf-service portal
Does not have featureGlobal Financial Support
Does not have featurePrimary and Secondary Ledgers
Does not have featureIntercompany Accounting
Does not have featureLocalizations
Does not have featureJournals and Reconciliations
Does not have featureEnterprise Accounting
Has featureConfigurable Accounting
Does not have featureCentralized Rules Framework
Does not have featureStandardized Processes
Inventory Management Features
Does not have featureInventory tracking
Does not have featureAutomatic reordering
Does not have featureLocation management
Does not have featureManufacturing module
Order Management Features
Does not have featurePricing
Does not have featureOrder entry
Does not have featureCredit card processing
Does not have featureCost of goods sold
Does not have featureOrder Orchestration
Does not have featureEnd-to-end order visibility
Does not have featureOrder exception Resolution
Payroll Management Features
Does not have featurePay calculation
Does not have featureBenefit plan administration
Does not have featureDirect deposit files
Does not have featureSalary revision and increment management
Does not have featureReimbursement management
Reporting & Analytics Features
Has featureDashboards
Has featureStandard reports
Does not have featureCustom reports
Customization Features
Has featureAPI for custom integration
Has featurePlug-ins
Security Features
Does not have featureRole-based user permissions
Does not have featureSingle sign-on capability
Does not have featureMulti-factor authentication
Does not have featureUser-level audit trail
Accounting Firm BPO Features Features
Does not have featureBranded client dashboards
Does not have featureClient data roll-up capabilities
Does not have featureClient data consolidation for benchmarking
Does not have featureConfigurable alerts
Does not have featureBilling bypass
Does not have featureClient template cloning
Does not have featureSingle sign-on
Does not have featureConfigurable client onboarding questions
Does not have featureCross-client workflow management
Does not have featureIndustry-specific versioning
Does not have featureLegacy system data migration
Additional Features
Has featureCalculations and Returns In One Solution: Perform tax calculations and generate signature-ready PDF returns in one solution.
Has featureAutomated Returns: Upload tax data files from any data source and generate signature-ready PDF returns. Access analytics to determine if tax calculations are accurate.
Has featureRate Files: Download rate files by location or upload addresses for specific business needs and access tax rate files.
Has featureConsumer Use Tax: Calculate and report consumer use tax.
Has featureExemption Certificate Management: Store, update, and maintain your exemption certificates.

Vertex Cloud Screenshots

Vertex Cloud Integrations

Please visit www.vertexinc.com/integrations for a full list of Vertex integrations.

Vertex Cloud Competitors

Vertex Cloud Support Options

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Email
Forum/Community
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Vertex Cloud Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: English