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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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N/A
Unavailable

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 43)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
Isagenix is not required to maintain the vast changes in tax rules nor do we need to make constant changes to our ERP system. Vertex tax engine determines the correct VAT treatment and calculate the correct VAT rate and amount in real time.
February 29, 2024

My Vertex Experience

Score 10 out of 10
Vetted Review
Verified User
Incentivized
With Vertex, for years, we were able to get rid of manual processes. Formerly, we used several overrides to get the correct tax on transactions, but now no overrides are needed. If all of the parameters are correct and fine, Vertex is able to make the right tax decision and put the correct tax and tax code into the transaction.
January 16, 2024

Vertex Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Vertex isn't very user friendly. They do offer a lot of training and online courses which are great but its best to learn it by doing it.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
With the help of Vertex, the manual tasks that were related to sales tax reporting and tracking have been greatly reduced, this has also helped to increase the accuracy of reporting and tracking of information, which has helped out immensely with sale tax audits.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Great program, but a lot of features are still manual. It's difficult to set recurring monthly reports in a time frame of "Previous Month" and we have to kick them off. We have to manually delete reports, there isn't an option to choose multiple at once. Data that is transferred into Vertex returns is quirky as well, taking multiple steps to update lines of data.

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex has a very comprehensive listing of tax categories that determine the taxability that products can be mapped to. Vertex was also able to include our industry needs when we initially subscribed - so if you don't see a category, they can likely accommodate.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I do agree that Vertex's robust software products definitely streamline tax determination and reduce manual work. We have encountered some complex situations though that do require special setup on our end in order to get things right. It does take some work to get this setup figured out and put into place. The more content Vertex adds for these complex situations, the better the usability will be.
Score 9 out of 10
Vetted Review
Verified User
Vertex has a fairly simple and intuitive user interface. Navigating the system to understand the impact of various customizations can get fairly complex, but that is a natural consequence of having a highly customizable tax engine. Vertex does a nice job of organizing various customization tools in its UI. Vertex can be very simple to use when a company's setup does not require a high level of customization.
May 22, 2023

Satisfied

Score 9 out of 10
Vetted Review
Verified User
Incentivized
After importing the data into Vertex it creates the final return without any need of manual modification. Some cases I can also file the return electronically directly from Vertex.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Vertex user interface is easy to understand and simple to navigate. There are great resources available to help new users become better acquainted with the platform.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have very complicated tax rules for our business, which took some time to set up in Vertex's software, but now it is running almost perfectly smoothly, but there are still sales orders that we need to go in and check the difference in sales tax since we are using two different systems. Without being in two different systems I wouldn't see any need for manual adjustments to sales orders
Score 5 out of 10
Vetted Review
Verified User
Incentivized
I think the EDI feacher is a prime example of this. I find it saves me a lot of time with filing returns. The more manual input you have to do the more of a chance you will make a mistake. The only manual thing I have to do for these returns is make sure the data that was imported is correct. The EDI File populates the return in the state's website. Some returns that would take quite a bit of time can now be done in a minute or two.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex does a great job of the standard transactions but it takes a long time to set up and there are always tweaks that need to happen because there are differences in the company, industry, and the IT infrastructure of the business. We still have to make adjustments based on specific company transactions which is normal because of the uniqueness of the system. We still have to rely on Vertex consulting to help with some of the tweaks and would like to do some of it ourselves but it is very complex at times.
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