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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 8.4

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 146)
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Vertex O Series and Vertex SAP Accelerator with Accelerator Tools for sales and purchase transactions for US and Canadian tax. We operate in over 45 states in the US and have direct pay permits in several of those states. We file over one thousand returns annually and also utilize Vertex SUT Compliance Service (formerly Vertex Sales & Use Tax Returns Outsourcing) to help with that compliance.
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