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Vertex

Vertex

Overview

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce,…

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Recent Reviews

My Vertex Experience

10 out of 10
February 29, 2024
Incentivized
My organization is using both Vertex O and Vertex Returns and reporting for calculating, validating, and reporting sales tax and VAT. We …
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E-Filing options to EU

10 out of 10
February 23, 2024
Incentivized
We are using for VAT in EMEA region for both sales and purchases to determine taxation on invoices, validate and prepare the VAT returns …
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Satisfied

9 out of 10
May 22, 2023
Incentivized
We use Vertex for sales and purchases transactions as well. Regarding to tax types we use it for US sales tax, use tax and value added tax …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Sales and Use Taxes (120)
    9.4
    94%
  • Geolocation for Tax Assessment (85)
    9.4
    94%
  • Tax Data Reporting (103)
    9.1
    91%
  • Tax Exemption Processing (86)
    8.3
    83%

Reviewer Pros & Cons

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Pricing

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What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.vertexinc.com/solutions

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

What is TaxJar?

TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special…

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

8.8
Avg 8.5

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

8.5
Avg 8.4
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Product Details

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. In addition to tax determination, Vertex provides tools and services to automate and streamline exemption certificate management and compliance filings.

Vertex Features

Type of tax Features

  • Supported: Sales and Use Taxes
  • Supported: Cross-border Taxes
  • Supported: VAT / GST Taxes

Tax Reporting & Compliance Features

  • Supported: Geolocation for Tax Assessment
  • Supported: 3rd-Party Software Integrations
  • Supported: Tax Data Reporting
  • Supported: Compliance Administration Management
  • Supported: Tax Exemption Processing
  • Supported: Tax Document Management
  • Supported: Complex Tax Scenario Management

Vertex Screenshots

Screenshot of Vertex dashboard

Vertex Videos

Vertex Integrations

Vertex Competitors

Vertex Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux
Mobile ApplicationNo
Supported CountriesNorth America, EMEA, Central/South America, Asia Pacific
Supported LanguagesEnglish

Frequently Asked Questions

Avalara, TaxJar, and CCH Axcess are common alternatives for Vertex.

Reviewers rate Cross-border Taxes highest, with a score of 9.8.

The most common users of Vertex are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(251)

Attribute Ratings

Reviews

(1-25 of 147)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
Isagenix uses Vertex as their primary tax solutions engine. Types of transactions are: sales transactions Tax Types are Global: SUT, GST, VAT
  • 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
  • Simplicity of managing Drivers & Mappings
  • Vertex University
  • Vertex Annual Exchange
  • 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.
Customer Service team is top notch, they've assisted me on my issues and have also educated me in some. I appreciate when my issue is brought to Vertex IT to decipher if a problem truly requires a fix. Accuracy of Vertex tax determination and complexity of taxing jurisdictions makes for better customer experience as well as quality reporting to the tax authorities
February 29, 2024

My Vertex Experience

Score 10 out of 10
Vetted Review
Verified User
Incentivized
My organization is using both Vertex O and Vertex Returns and reporting for calculating, validating, and reporting sales tax and VAT. We are using Vertex for both sales and purchase activities. Tax calculation and validation are fully automated with Vertex. Vertex is connected to our ERP system, that is Oracle. Oracle and Vertex can work together very easily.
  • Sales tax calculation on US transaction
  • VAT tax calculation and validation on EMEIA and APAC region
  • Supports SII reporting for Spain
  • Support e-filing for the UK
  • Returns and reporting
  • E-invoicing solution
  • Real-time reporting
  • Italy's annual declaration form
Vertex is less appropriate for real-time reporting for Hungary. Vertex is the best for maintaining and updating tax rules and changes. It helps to automate tax calculations. With Vertex we are able to meet tax changes (for example, the tax rate change was very smooth for Switzerland and Singapore), we did not need to do anything, but testing.
February 23, 2024

E-Filing options to EU

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We are using for VAT in EMEA region for both sales and purchases to determine taxation on invoices, validate and prepare the VAT returns in about 20 countries.
  • Automatically fill in the return forms
  • Validation AP bookings
  • Determining the correct tax on sales/purchases
  • Direct E-filing options for most of the EU countries are missing
Once it has a setup it makes our life easier, although during implementation there are multiply missing rules to determine the correct field of each transactions is the return forms. We needed to be very careful during implementation of VVC as the built in functions were not appropriate. The e-filing options are also missing.
Jeff Zhao | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using the Vertex O series for our sales transactions and purchase transactions and vendor master data verification for Jurisdiction codes.
  • It calculates tax accurate and running fast.
  • It provides good report function.
  • Their support team is responsive and helpful
  • Maybe they can do better on documentation.
It is a good tool for taxation. It is well-integrated with other ERP systems. They have a lot of professional support to support your application. They offer Vertex training which is helpful. Their production support team is responsive and normally knowledgeable. They provide good guide on Vertex upgrade information to help customers.
January 16, 2024

Vertex Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex for our tax calculation of sales and use tax.
  • Transaction test works good for deciding the tax rate/taxability of product/service.
  • There is a delay with customer service. Usually takes a few days to get a response. Would be better to have a quicker turnaround time.
Vertex is great if you spend the time to be properly trained on how everything works. I feel that Vertex isn't the most user friendly but once you get the hang of it, it runs smoothly.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex for sales transactions to help ensure that the rate of tax being charged is accurate, we use it for both US and Canadian transactions. Along with ensuring the accuracy of the tax rate being charged, we use Vertex to help manage the taxability of equipment throughout the US and Canada.
  • Updating sales tax rates
  • Communicating changes to software
  • Providing customer support
  • Providing back up information or resources for rules
  • More intuitive set up with tax assist rules
  • More customization of reports
We sell to the majority of states, with the differing reporting requirements for states, cities, counties, etc., the information and reports Vertex is able to provide, makes it easier to provide the correct information, to the correct jurisdictions. Also, Vertex maintaining the correct sales tax rate takes the pressure off of having to do that function in house.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales transactions in Canada<br>VAT
  • The platform is incredible
  • The speed of reports
  • The tools to help my daily work
  • the report customization
  • the technical names of the fields
  • the exemption management
For large companies is perfect, also for companies that manages indirect taxes in diferent continents. Works great with SAP and JDE.
October 10, 2023

Vertex Rates High

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use it across the organization for the food division. Solves the issue of sales and use tax. Currently looking at implementing tax for purchase transactions.
  • Current tax rates for invoicing
  • Ability to override tax
  • Easy interface to Vertex Returns
  • More streamlined flow for beverage (sugar tax) taxation
  • Easier creation of tax assist rules
  • More configuration setup control at the user level
  • Easier way to locate user defined tax rules
  • Easier navigation to view mappings and how individual rules for states
Allows custom tax rules to be setup without requesting custom code changes from Vertex. I would like to see Vertex provide more education on the configuration setups.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We primarily use Vertex to support our sales transactions. Vertex calculates our US Sales and consumers use tax. We also use it for all foreign VAT tax. All of our sales tax exemption certificates are handled with in the Vertex system as well.
  • Keeps up on the tax law, frequently updating they system to reflect changes.
  • Vertex has great reporting capabilities that enables us to use data for trends in purchases, managing licensing requirements, and carries over into the income tax reports for apportionment requirements.
  • Innovative - continually improving their processes, including feedback from customers to develop the next new tool to make tax calculation and reporting easier.
  • Some of the reporting tools are only usable to those on the Cloud platform.
  • A lot of the import/export/ and monthly reporting processes could be automated.
  • While this is minor - the app is missing some features that would add convenience. For example, the ability to choose multiple reports to delete at once. Currently you can delete one report or all reports - but can't choose a group. You can't create groups or favorites in your profile. If I'm running reports for my US tax, I have to go through the entire list. There isn't a shortcut that allows me to only access those reports.
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are supporting both AR and AP transactions with Vertex and use them for US Sales Tax, VAT, and GST. Currently, we have Vertex implemented for about 20 countries all over the globe and supporting Value added tax.
  • Tax calculation in case of triangulation.
  • Tax automation in case of customer certificates.
  • Automated tax rate update.
  • With Tax Assist Rules, you can easily get your tax calculation system fitted to country-specific requirements.
  • 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.
For India tax Vertex is less appropriate; in Vertex Exchange in Barcelona this year, I have talked to many Product Owners and learned that there is no current practice for India Tax Calculation in Vertex O. However, Vertex is well suited for the US region and EU region.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
24 Hour Fitness subscribes to Vertex O Series On-Demand for both sales transactions and procure-to-pay transactions. For procure-to-pay transactions, Vertex supplies the tax for purchase orders and accounts payable processing.
  • Vertex allows for a methodical and manageable method to configure taxing decisions.
  • Vertex can be trusted to produce the same result every time.
  • Vertex Support response time is very timely.
  • Vertex seems to have a lot of scheduled maintenance, more so than about 5-10 years ago.
  • Communicating with the On-Demand Team is cumbersome. Once an issue is raised requiring On-Demand Team investigation or response, they will respond but you have to go through support for any follow-ups.
Vertex can basically handle any tax situation where needed. This is from a business that is basically brick-and-mortar locations. I cannot speak to how sales and use tax is handled by non-brick-and-mortar businesses. We started using Vertex for sales tax transactions and then a few years later integrated for use tax.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Vertex O Series is being used across the whole organization to calculate tax on sales. It allows us to ensure we are charging the correct tax rates in multiple jurisdictions for both our retail outlets & direct sales made through our internet, call center, and catalog division. It is extremely useful to us in dealing with tax rate changes and also with tax holidays.
  • Vertex O Series recognizes all tax rate changes, which is very useful when you're operating in multiple jurisdictions.
  • Vertex O Series helps us to deal with tax holidays. This has saved us a lot of time and gives us confidence that we are getting tax right during these tax holidays.
  • It would be helpful if Vertex O Series would add new taxability categories. For our company specifically this would include some items such as motorized bicycles and children's hunting clothing.
  • Working with Vertex Customer Support is sometimes a struggle. I feel that they are not always able to understand & effectively help with complex issues.
Vertex O Series is extremely important for getting the right tax rate when making retail sales in multiple taxing jurisdictions. Having both the Vertex O Series and Vertex Returns products together is a huge asset when it comes to preparing and filing returns in multiple taxing jurisdictions. I appreciate that even if Vertex does not yet have content for all scenarios, you have the ability to customize and build your own rules when needed. The more I learn to do in Vertex, the more useful it is for addressing taxing issues we encounter so I greatly appreciate the guides and training / learning opportunities that Vertex provides.
Score 9 out of 10
Vetted Review
Verified User
Vertex is used to perform sales and use tax calculations for our US-based transactions.
  • Highly customizable
  • In depth reporting
  • Wide variety of taxability categories
  • Library of support articles/information can be difficult to search through
  • Customer support for issues sometimes requires follow ups
  • Customization can lead to complexity
Vertex is well suited for companies that may have one or many unique taxability scenarios were customization is required. There can be several ways for Vertex to accommodate a special situation (e.g. whether related to a customer, product, state, etc.). I rarely find that Vertex is a limiting factor at achieving a desired taxability result - oftentimes the limitation comes from the ERP/billing system. Vertex can be less appopriate for very niche products or services where a taxability category is not offered.
May 22, 2023

Satisfied

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex for sales and purchases transactions as well. Regarding to tax types we use it for US sales tax, use tax and value added tax as well. It helps us to prepare monthly, bi-monthly and quarterly returns. Also different type of reports such as Spanish SII, intrastat, sales listing.
  • user interface
  • ticket system
  • structure of returns
  • loading time
Pro: I can prepare VAT returns from start until filing. It creates a print view that is the exact copy that I need to file. Also, I am able to extract data so I can compare it to my reconciliation easily.

Contra: The sales listing report is not well detailed. It shows only the amount of sales but I cannot examine the transactions that were considered.
May 01, 2023

Vertex Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • tax rate updates are timely
  • customer support does a good job with inquries
  • MSO tax compliance team is amazing
  • exporting our company specific tax matrix from O Series
  • canned reports within O Series
  • flow chart of where to find things in O Series portal
Straumann uses Vertex for NAM sales tax transactions only. The company uses the tax rates for US and Canada for sales tax transactions. We have been using this software for years and converted from Q Series to O Series in 2021. We used Vertex consultants for the upgrade as resources are very tight internally. Once implemented the software works seamlessly.
April 28, 2023

Vertex for everyone

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex for preparing VAT returns globally. It helps us to coordinate the data which are coming from AR and AP transactions. It is very helpful because it shortens the preparation time and make us able to make the reviews more succesfull.
  • Tax calculation
  • Report preparation
  • File import simplification
  • More user friendly interface
Overall Vertex provides great tools, as VVC and VITR, but e.g. in VVC it is a little bit frustrating when the import for different countries needs to be done separately. In VITR we could import it in one batch without any issue.
April 21, 2023

Vertex O Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex O series globally for tax determination and tax calculation on sales transactions and tax validation on purchase transactions. This includes sales tax in the U.S. and VAT/GST globally. We also use Vertex Returns and Vertex Cloud Compliance solution for automation our tax return preparation process.
  • Tax determination and calculation on AR transacitons
  • Managing different type of customer exemptions in O Series
  • Automation of U.S. sales and use tax returns
  • Provides a solution that is business user friendly (lowers reliance on IT for tax setups)
  • Automation of global VAT/GST returns (O Series and VVC are not compatible and many setups are needed in VVC to map data from O Series to returns in VVC)
  • Solution for India GST (Our understanding is that currently Vertex O series cannot be used with Oracle r12 in India)
Well suited:
Tax determination and calculation globally, but in particular in the U.S.
Automation U.S. sales and use tax returns.

Needs improvement:
Automation of VAT/GST compliance.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex to support our US sales and use taxes.
  • Easy to navigate with simple interface
  • Good reporting functions
  • Customer support can be slow to respond
Vertex makes keeping track of the ever changing landscape of sale and use taxes easy and efficient.
April 17, 2023

Vertex

Score 10 out of 10
Vetted Review
Verified User
Purchase Transactions that are invoiced to the vendors/suppliers.
  • Invoice taxes
  • Tax Reporting
  • NA
I personally think Vertex is the leader in tax provisioning for transactions created in systems like Oracle, Coupa etc. Vertex has the reliable and strong tax calculation system for invoices and the issues have always been resolved on time with your excellent support.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex on two platforms, Netsuite and BigCommerce. We are performing API calls when BigCommerce makes the sale, when the sales order gets imported to Netsuite, and when the cash sale receipt is generated. We use U.S. sales tax, but products are taxed differently in different states, such as digital items, clothing items, and food items. We also have many customers who have tax exemption certificates, and we are able to make them tax exempt in both of our platforms.
  • Ability to customize with our complex business needs
  • Customer Support is focused on our business needs
  • Easy to install on BigCommerce
  • Detailed instructions on installation
  • Installation with Netsuite was more complex (partly because that's how Netsuite is)
  • Sometimes making a sales order not taxable (since we have exempt customers) can take longer than it should
  • Sometimes the tax is different between our two platforms, and it can take some effort to make it match
Vertex is the most customizable software that we've found, especially for the price. We have many complex tax rules, with food, clothing, and digital items that are taxed differently in different states. We also have tax exempt customers who are not able to be taxed, which can make taxing software much more complex. Vertex is a much better solution for these issues than other tax softwares that we've found. Other softwares did not allow us to grant exemption to some states or products. Vertex works much better for complex businesses, or businesses that are hoping to expand in the near future (since switching softwares can be arduous)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I implemented Vertex O Version 9 with SAP, ECM Certificate Module, and Indirect Tax Returns Package. Vertex people worked endlessly around the clock to ensure all three platforms worked properly once the On switch was turned on. It was a lot of work but so well worth it when I look back at all the manual labor we had to create to prepare a tax return to after having these three modules in place. It was a breeze... so well worth it during audits. It was easy to drill down to the invoice line and look up the exemption certificates by state. Vertex receives a 5-star rating for indirect tax software with updated tax technology.
  • Tax rates
  • Complexity of Tax Rules
  • Exempting sales from certificates
  • Tax Compliance
  • Mapping
Vertex has the capability of changing the tax rulings by state. An example of this is sales tax holidays. Vertex creates the appropriate upload file for state tax portals.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We currently use Vertex with purchase/sales transactions and tax calculations for all 50 states as we deal with multiple companies that span the US. We primarily specialize in sales / use TAX
  • Ease of use for creating new databases
  • Quickly provide detailed reports for all 50 states in exportable PDF format
  • Customer support is on point and able to quickly resolve any issues
  • Make full installation packages available at each release instead of yearly.
  • Not require incrementally stepping through updates. I understand the reason behind it, but if you have to install a new copy in later part of the year you have to step through Jan->current month updates one by one and update every database. For large number of databases, it could take 5-20 minutes each time and then multiplied by number of months.
It's best suited for sales/use tax professionals than it is VAT. I assume mainly because it's set up for the USA tax system and 50 state reporting.

It's less suited for someone not familiar with SQL as it requires a SQL server for hosting it's database.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We currently use Vertex for sales and use tax preparation and filing. I personally use the EDI feature for all returns that allow it. This cuts down my filing time by more than half for some detailed returns. I do not file any foreign returns so that wouldn’t be an issue for me.
  • Calculate tax due
  • create an easy upload file for returns
  • keeps updated on rate changes
  • Critical changes! I feel they should be more aware of changes in the states. Sometimes we get these changes from them after we file our returns! I feel they should be up on any changes that are important for returns.
  • Support is a big issue. Vertex used to be excellent with their support. When I called with a question I felt I was speaking to a professional who knows the product inside and out. Now when I call I get someone who says "That's a realy good question I will have to look into that" Then days go by before I get an answer. Sometimes I don't get an answer at all. This was not the case in prior years.
Perfect scenario is when I call to ask how I can accomplish a task that should be routine with Vertex and the "specialist" on the phone can answer my question without having to "get back to me"Less appropriate would be not being able to answer my question and having to get back to me. If I have an issue I normally have a limited amount of time to fix the problem in order to get my returns filed on time!
March 03, 2023

Alamosa rebels

Venkat Annade | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Vertex for sales tax in all the countries of NAM and for VAT in countries of Europe and Asia. We use this for about 70 countries.

Vertex maintain the tax update monthly and they have the information across the globe and being operated in 70 different countries , the situation to consider the rate changes is very very minimal that they did not track. I would say 1 in 100 where they would not track the rate change.
  • Monthly update
  • Premium support
  • Tool is very handy that you could utilize for your customization.
  • Straight Report of the rates by the country and product
As provided previously.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales, Purchase, US Sales and Use tax, International VAT & GST
  • Tax code determination
  • Tax calculation
  • Integration with billing systems
  • Non deductible VAT calculation
  • User interface could be clearer
  • Content update
It is great to calculate tax codes and for tax determination. Great to integrate with multiple billing systems as a shared Vertex.
We cannot use it for reporting as it is not designed to handle complex situations where manual adjustments are needed
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