Likelihood to Recommend Vertex 2024

We were looking for tax software that would be easy to maintain, provide accurate compliance, and had regular updates for new rates and laws. We wanted a tax software that was flexible and allowed for some of our more nuanced tax …

Incentivized

Vertex O Series Impact

The impact was great and the reports generated at month's end were precise and accurately displayed the transactional details.

Incentivized

Vertex O Series Impact

Automation is the main purpose of Vertex if you want to really automate the sales and use tax process.

Incentivized

Vertex O Series Impact

The best way to measure the success of the O series is by audits. The past few audits we have had our tax exposure has significantly decrease. The ability to provide auditors with reports and documents during an audit has improved, we no longer need to reply on our ERP system to provide the …

Incentivized

Vertex O Series Impact

Vertex O Series has helped with transactions for sales and use tax being processed correctly.

Incentivized

Vertex O Series Impact

While the complete impact of Vertex O Series is still in progress, it has helped streamline the process of excluding sales and use tax charges against tax exempt customers. Our primary sales and use tax analyst is also looking forward to the capabilities to send automatic tax exemption certificate …

Incentivized

Vertex O Series Impact

It allows us to correctly accrue sales and use tax.

Incentivized

Vertex O Series Impact

Vertex O series releasing file to load to our system to connect SAP for sales and use tax.

Incentivized

Vertex O Series Impact

So now with the Wayfair decision, we have reviewed the many states we need to register in. It will be a simile flipping the switch for the taxing to begin. Yes I need to be considerate with my work to ensure I turn the clock back to the appropriate date to ensure we capture our backlog. The more …

Incentivized

Vertex O Series Impact

Vertex is a critical component of our sales and use tax process and automation. Without this tool we would not be able to do anything.

Incentivized

Vertex O Series Impact

O Series increased our level of compliance by 60%, reduced the amount of time spent on sales tax and compliance related activities.

Incentivized

Vertex O Series Impact

We are hoping that Vertex O will help us to automate sales and use tax. Right now we do everything manually.

Incentivized

Vertex O Series Impact

Our in-house ERP was previously calculating sales tax, and its tax answers were probably right around 80% of the time, while Vertex O should be in the 95-98% range. In addition, our in-house ERP required manual updates to tax content in each of its 70+ servers. As a result, tax content was rarely …

Incentivized

Vertex O Series Impact

It has automated return filling and also facilitated audit queries for the clients I worked with

Incentivized

Vertex O Series Impact

It has simplified the calculation and accrual process which was done manually prior to the Vertex go-live. It has also streamlined the reporting functionality which prior to go-live was not centralized. Tax returns have been easier to work on based on the improved reporting, allowing for the …

Incentivized

Vertex O Series Impact

My previous clients ability to automate sales tax calculation was improved dramatically from the use of other tax engines as well as from internal system calculations.

Incentivized

Vertex O Series Impact

Using Vertex on the front end certainly helps streamline the return filing process.

Incentivized

Vertex O Series Impact

We still manually prepare returns but the reporting functionality is much, much better than it was under our old legacy system. Vertex does provide the option to automatically generate returns but we still have to make manual adjustments to the data before preparing returns so we don't feel …

Incentivized

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

View all pros & cons

Contracted with Vertex Managed Returns for US & CA reporting
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 li...

Josephine Koziol

Global Tax Analyst

Isagenix International (Retail, 201-500 employees)

VAT tax calculation and validation on EMEIA and APAC region
Italy's annual declaration form

Verified User

Engineer in Finance and Accounting

Semiconductors Company, 5001-10,000 employees

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Pricing

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Vertex

N/A

Unavailable

What is Vertex?

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

Would you like us to let the vendor know that you want pricing?

85 people also want pricing

Alternatives Pricing

Avalara

$21

per month

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.

TaxJar

$19

for up to 200 orders/month

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 8.4

Tax Reporting & Compliance

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

8.5

Avg 8.4

9.4
Geolocation for Tax Assessment
(85) Ratings
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
7.3
3rd-Party Software Integrations
(80) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
9.1
Tax Data Reporting
(103) Ratings
Ability to export transaction data for tax filing.
9.1
Compliance Administration Management
(74) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
8.3
Tax Exemption Processing
(86) Ratings
Ability to generate, track, exemption certificates from sales invoices.
9.1
Tax Document Management
(69) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
7.1
Complex Tax Scenario Management
(81) Ratings
Ability to automate handling of tax holidays and other anomalies.

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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

Show Unsupported 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

Vertex Videos

Watch Vertex TaxCalc for Global Tax Determination

Watch Why Use a Tax Engine for Procurement

Vertex Integrations

NetSuite ERP
Acumatica
BigCommerce
Zuora
Recurly
Coupa
SAP
Oracle
Magento
Salesforce
Microsoft Dynamics
Workday
Ariba

Vertex Competitors

Vertex Technical Details

Deployment Types	On-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Windows, Linux
Mobile Application	No
Supported Countries	North America, EMEA, Central/South America, Asia Pacific
Supported Languages	English

Vertex Downloadables

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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March 08, 2024

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

Josephine Koziol

Global Tax Analyst

Isagenix International (Retail, 201-500 employees)

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Verified User

Engineer in Finance and Accounting

Semiconductors Company, 5001-10,000 employees

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Verified User

Manager in Finance and Accounting

Electrical & Electronic Manufacturing Company, 5001-10,000 employees

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

January 19, 2024

I recommend Vertex to Enperise Clients

Jeff Zhao

SAP P2P Functional Lead

CRH Americas (Construction, 5001-10,000 employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Verified User

Manager in Finance and Accounting

Retail Company, 1001-5000 employees

Score 7 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

January 13, 2024

A great tool for compliance and reporting

Marcellus Gibson

Tax Specialist

Bargreen Ellingson, Inc. (Wholesale, 501-1000 employees)

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

October 12, 2023

Using Vertex from a Costarican user in charge of Latam and Canada Indirect Tax Matters

Pedro Orozco Alvarado

Latam and Canada Indirect Tax Manager

Baxter (Hospital & Health Care, 10,001+ employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Barbara Donoho

Sr Applications Manager

Ben E Keith Company (Food & Beverages, 1001-5000 employees)

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

July 17, 2023

Vertex - robust program with a lot of features

Verified User

Contributor in Corporate

Retail Company, 501-1000 employees

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

July 10, 2023

Vertex is an enhanced Tax Calculation System.

Eniko Albert

Tax Technology Analyst

NI (Semiconductors, 5001-10,000 employees)

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

June 28, 2023

Long term use of Vertex

Brian Low

Tax Manager

24 Hour Fitness (Health, Wellness and Fitness, 5001-10,000 employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

May 30, 2023

Vertex will save you time & money, while giving you the confidence that you're getting tax right!

Verified User

Manager in Finance and Accounting

Retail Company, 10,001+ employees

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

May 30, 2023

Vertex is a powerful, and highly customizable tax engine.

Verified User

Director in Finance and Accounting

Consumer Services Company, 10,001+ employees

Score 9 out of 10

Vetted Review

Verified User

Likelihood to Recommend

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

Verified User

Employee in Finance and Accounting

Electrical & Electronic Manufacturing Company, 5001-10,000 employees

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Bal Jackson

Tax Manager

Straumann USA LLC (Wholesale, 1001-5000 employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Verified User

Contributor in Finance and Accounting

Electrical & Electronic Manufacturing Company, 5001-10,000 employees

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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

Verified User

Manager in Finance and Accounting

Retail Company, 5001-10,000 employees

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

April 19, 2023

Vertex makes life easy!

Verified User

Employee in Finance and Accounting

Retail Company, 5001-10,000 employees

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

Vertex makes keeping track of the ever changing landscape of sale and use taxes easy and efficient.

April 17, 2023

Vertex

Verified User

Employee in Information Technology

Legal Services Company, 501-1000 employees

Score 10 out of 10

Vetted Review

Verified User

Likelihood to Recommend

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.

April 11, 2023

Vertex saved us tens of thousands of dollars every year

Verified User

Employee in Information Technology

Retail Company, 11-50 employees

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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)

March 15, 2023

Vertex O and North America Returns

Verified User

Professional in Other

Retail Company, 501-1000 employees

Score 10 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

March 06, 2023

Convenience for Sales/Use Tax if you deal with companies who span state lines

Verified User

Technician in Information Technology

Accounting Company, 11-50 employees

Score 8 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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.

March 06, 2023

Vertex is a good product but recently the customer support is not as helpful as it used to be.

Toni Viafore

Tax Accountant

Fujifilm (Retail, 10,001+ employees)

Score 5 out of 10

Vetted Review

Verified User

Incentivized

Likelihood to Recommend

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