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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 143)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Due to the vast Vertex tax determination Isagenix has reduced its tax risk when audited
  • Isagenix has invested in educating their staff at Vertex Exchange and Vertex Learning
  • Vertex customer service and knowledge of their IT specialists has assisted Isagenix in launching new countries & jurisdictions
February 29, 2024

My Vertex Experience

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • There was no negative impact.
  • One of the positive impacts was that we do not need a dedicated person in each country who should continuously seek and research tax changes.
  • With Vertex, we could automate the tax calculation and simplify the returning processes.
January 16, 2024

Vertex Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The taxability matrix allows us to select the appropriate tax driver to commodity code. This is great to have so we have a visual on what tax driver is appropriate for our company.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Vertex maintaining the correct sales tax rates, we don't have to worry about making sure we do it in house.
  • Certificate Management helps to maintain the records in one place, this is a big help with audits.
  • Returns processing helps to make sure we get all returns filed on time and accurately.
Score 9 out of 10
Vetted Review
Verified User
  • Vertex has helped to automate sales tax compliance that stems from multiple billing system to aggregate more of our sales tax in a single location freeing up valuable resources to work on special projects.
  • Vertex reports have helped our company manage our sales tax reserves.
  • Use of Vertex has helped consolidate sales tax reporting processes for several companies acquired in the past.
April 17, 2023

Vertex

Score 10 out of 10
Vetted Review
Verified User
  • We are currently implementing Vertex into our ecosystem but have used Vertex in other projects. The ROI is great considering the support provided and also the number of resources it would have needed if we had it done inhouse.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Vertex for the solution that we needed was half as much as the old tax software that we used
  • Our past solutions have not been able to exempt certain customers, so we were spending a lot of time manually adjusting sales orders in two systems (Netsuite and BigCommerce)
  • We are now able to add more complex tax rules, such as charging sales tax on digital, food, and clothing items differently than we were able to before
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