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https://dudodiprj2sv7.cloudfront.net/product-logos/ps/eu/5JFG6BN0Q3TA.JPEGInstant Tax Calculation within NetSuiteVertex Cloud is used as a plugin within our NetSuite instance to calculate taxes. It is used by the whole organization as the only solution to calculate taxes on transactions.,Vertex provides accurate up-to-the-minute tax calculation on our AR transactions. Vertex helps keep an AR team from having to constantly update tax rates for hordes of jurisdictions all over the U.S. Vertex calculation within NetSuite is almost instantaneous.,Vertex should allow the use of more than one 'ship from' location. On CREDIT MEMOs that are tied to INVOICEs, taxes should not be dynamically calculated, rather the CREDIT MEMO tax should reflect the same exact tax amount that was applied on the INVOICE.,7,I believe the Vertex ROI is significant, since it's freed up our tax team to not have to update tax rates from hundreds of jurisdictions.,7,Netsuite,Tax calculation is now fully automated within NetSuite and only requires setup.,Was not involved in evaluation/selection process,Vertex 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,9Works 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 Solutions
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Vertex Cloud
12 Ratings
Score 7.5 out of 101
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Vertex Cloud Reviews

Vertex Cloud
12 Ratings
Score 7.5 out of 101
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August 16, 2018

Vertex Cloud Review: "Instant Tax Calculation within NetSuite"

Score 7 out of 10
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Verified User
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Vertex Cloud is used as a plugin within our NetSuite instance to calculate taxes. It is used by the whole organization as the only solution to calculate taxes on transactions.
  • Vertex provides accurate up-to-the-minute tax calculation on our AR transactions.
  • Vertex helps keep an AR team from having to constantly update tax rates for hordes of jurisdictions all over the U.S.
  • Vertex calculation within NetSuite is almost instantaneous.
  • Vertex should allow the use of more than one 'ship from' location.
  • On CREDIT MEMOs that are tied to INVOICEs, taxes should not be dynamically calculated, rather the CREDIT MEMO tax should reflect the same exact tax amount that was applied on the INVOICE.
Well suited for quick tax calculation upon saving the transaction record.
Ill-suited for scenarios where the customer is being refunded or credited money.
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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
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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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.
Categories:  Tax Compliance

Vertex Cloud 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.

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Vertex Cloud Integrations

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

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Vertex Cloud Technical Details

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